All Real Assets articles in August 2010 (Magazine)
View all stories from this issue.
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Magazine
Vote independent
Investors need independent directors to represent them, says INREV. Then let them put their money where their mouth is, say fund managers. Shayla Walmsley reports
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Magazine
When Europe sneezes
The Greek crisis has been not about Greece, but Germany. Faced with a ‘pale, anaemic and drawn out’ euro-zone recovery, investors will head to Poland. Shayla Walmsley reports
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London (still) calling
The UK’s revival continues to gather pace as funds believe the potential value outweighs the potential challenges, while investor sentiment to Asia Pacific is beginning to improve. Richard Lowe reports
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Magazine
Capital ebb and flow
Lenders are starting to test the waters but views of the outlook for lending remain very mixed, as Lynn Strongin Dodds reports
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Magazine
Stars under observation
IPE Real Estate’s survey of European institutional real estate investors found that the top 100 account for €135bn in real estate AUM globally. Martin Hurst presents some of the findings which show little movement between current and target allocations
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Magazine
Round the world ticket
Swiss pensions might be characterised as heavily focused on domestic real estate. But the 18 pension funds that own AFIAA have an exposure to a globally diversified direct portfolio. Richard Lowe speaks to CEO Hans Brauwers
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Magazine
Back in play
Dutch pension funds pioneered international investment. Today they are emerging from a period of re-evaluation with sights set on firm goals for their RE portfolios. Richard Lowe investigates
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Magazine
There’s no place like home
Faced with a desire for more control, Solvency II pressures and an attractive domestic office market, French investors are focusing on their home market. Richard Lowe investigates
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Magazine
Pressure on allocations
Market volatility has threatened to end Belgian pension funds’ commitment to listed real estate. Investors are seeking non-listed exposure but the right investment solutions have yet to materialise. Richard Lowe reports
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Magazine
Friend or foe?
Is the listed sector too volatile and correlated with equities to be included in a property portfolio, or should investors look to benefit from its liquidity and arbitrage opportunities? Richard Lowe spoke to pension funds, fund managers and advisers and found a divergence of views
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Magazine
Man on a mission (several, in fact)
Philip Charls, CEO of the European Public Real Estate Association, is juggling a handful of challenges at the moment. As well as lobbying the EU over the potentially damaging consequences of the AIFM directive on the listed real estate sector, he is also building the investor outreach programme, where co-operation ...
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Magazine
Overcoming entrenched positions
The case for REITs is mired in the apparent vested interests of institutional investors, consultants and advisers. Patrick Sumner explains
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MagazineJoined-up investing
The case for combining listed and direct real estate is presented by Fraser Hughes, who argues that many pension funds are missing a trick
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MagazineAllocations: the truth
The crisis brought into focus real estate portfolio construction. Adding REITs could improve performance and liquidity, says Joseph Harvey
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Magazine
Maximise the global dividend
The case for international diversification is a powerful one. But what is the most efficient route? Stephen Ryan argues that investors should consider all the tools at their disposal
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Pushing potential as uncertainty abounds
In his new role as global head of property at Aberdeen Asset Management, Andrew Smith has a packed agenda, and his appointment comes at a critical time for the company’s £23bn (€28bn) real estate business, as new opportunities emerge in an investment climate still fraught with uncertainty. He talks to ...
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Magazine
Tooled up for success
Research is a vital ingredient in risk management the pursuit of outperformance – and in the wake of the downturn its importance is all the greater. Henri Vuong reports
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Magazine
Open to interpretation
Understanding the language of real estate is not always straightforward because in many cases there is no standard agreed definition. But is standardisation a goal worth pursuing? Christine Senior investigates
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Magazine
Sustainability score-draw
Paul McNamara explains how measuring environmental depreciation must, for the time being, rely on qualitative analysis
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Thorny issue
A survey of commercial landlords and tenants about their views of green leases reveals significant differences of opinion. Seth Love-Jones reports
