Analysis – Page 5
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Analysis: The great transition challenge for US energy infrastructure
Could cooperation between Joe Biden and Mitchell McConnell enable a $2trn post-Trump infrastructure programme?
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GLIL: The role for pension funds in the future of UK infrastructure
The future of UK infrastructure investment rests with the country’s pension funds, writes Ted Frith
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Analysis: Blackstone keeps life sciences real estate in perpetuity
Private equity giant active on both sides of $14.6bn BioMed trade
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Editorial: An existential crisis?
The rise of online shopping fairly quickly had people asking themselves: do I really need to go to a store? Today, the effect that Amazon, et al has had on bricks-and-mortar retail is clear to see.
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Can bulk annuity providers save the UK?
The UK economy is suffering, but some believe the country’s insurers can use their financial heft to kickstart an infrastructure boom. Joe McGrath investigates
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IPE RE Conference: Investors expect Asia-Pacific to lead global recovery
Region expected to see the greatest share of global investment in the next two years
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Opinion: Whatever happened to Brexit?
The COVID-19 pandemic has taken investors’ attention away from the UK’s departure from the EU, writes Jonathan Read
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Is the writing on the wall for UK open-ended property funds?
Will plans to introduce redemption notice periods undermine the appeal for retail investors?
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Blake O’Donnell: Are skyscrapers a thing of the past?
Will the forced experiment in home-working bring an end to demand for office? Blake O’Donnell explores the potential changes to real estate cause by COVID-19 lockdown
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Darryl Murphy: Private capital must play a role in UK’s ‘infrastructure revolution’
Aviva Investors managing director proposes a 10-point plan for UK infrastructure
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Retail: All aboard the AliExpress
China’s largest online company has been opening physical stores, suggesting that the future of retail will not be exclusively digital. Florence Chong reports
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Magazine
Editorial: This time it’s a crisis of the real world
Real assets have been in vogue for some time. They can generate secure income, avoid the volatility of the public markets and they are tangible. And so they have at once provided a tonic for low interest rates, a safe haven from unpredictable stock markets and an ...
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Editorial: Real estate faces sweeping changes
For years now, institutional investors have been wondering when the global real estate boom – which has stretched for a good 10 years – would finally come to an end. Downturns are normally precipitated by something unexpected, and the industry has been scouring the horizon for potential black swans. Brexit and a global trade war had been looking like the most likely culprits, but these dangers had been visible for some time.
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Analysis: What are REITs saying about private real estate?
Listed real estate’s recent wild ride offers clues to where private-asset values are headed
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Green Street: Are there bargains to be had in European REITs?
European listed property companies have fared worse than the broader stock market, and they offer interesting entry points
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Guest Viewpoint: Peter Hayes, PGIM Real Estate
How can history provide lessons for real estate investors dealing with the current crisis?
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Investors brace for rough ride across Europe’s consumer-facing real estate sectors
Social distancing, travel bans and closures have decimated incomes for retail, F&B and leisure tenants
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COVID-19: Immediate and long-term effects on RE could be substantial [corrected]
Slowdown in transactions, denominator effect and the acceleration of long-term structural shifts
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Will the return of UK onshore wind subsidies attract investors?
Aberdeen Standard points to favourable risk profile of onshore projects
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Editorial: Real estate investors embrace the future
The rise of fintech and its cousin proptech has spawned an assortment of start-up companies determined to transform real estate investment by disrupting some of its archaic traditions. But not every new platform or digital solution designed to revolutionise the industry is relevant to institutional investors – nor are they likely to last.