All articles by Christopher O'Dea – Page 4
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Magazine
10 years after Lehman: After the big short
The pace of financial innovation overtook investors and regulators in the mid-2000s with disastrous consequences. Christopher O’Dea explains how the repercussions are still being felt in real estate
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Magazine
10 years after Lehman: This time it's different
Real estate investors learned painful lessons 10 years ago. With signs of a correction yet to materialise, can the market escape a repeat of 2008? Christopher O’Dea reports
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Magazine
10 years after Lehman: Infrastructure
Infrastructure went into the financial crisis emulating the leveraged private-equity model, but is now evolving into a more diverse, long-term asset class. Christopher O’Dea reports
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Special Reports
Global travel: Markets that move
More people are on the move than ever before. For institutional investors this means opportunities from airport infrastructure to hotels, writes Christopher O’Dea
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Special Reports
Hotels US: Extended vacation
US hospitality real estate has generated several years of growth for investors. We report on a market that has yet to check out
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Special Reports
Aircraft: Get on board
There are several ways to invest in physical assets underpinned by global tourism. Don’t overlook the planes themselves
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Magazine
Top 50 infrastructure investment managers 2018
The infrastructure fund management industry is growing. We talk to the three largest players
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News
Industrial-sized: Real estate sector follows Amazon’s example
Prologis buys DCT Industrial for $8.4bn, Blackstone to buy Gramercy Property Trust for $7.6bn
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Magazine
Value-add: The time is right
Today’s market in the US is perfect for value-add strategies, say some of its leading practitioners. Christopher O’Dea reports
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Magazine
Climate Change: Weather report
Climate change and the science addressing it are shaping the future of real assets investing. Christopher O’Dea speaks to the investors and managers at the forefront
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Analysis
Don’t unfriend data centres
A tech sector under greater regulatory pressure is not a reason to log out of data centres
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Magazine
Forestry: Carbon capture
Timberland provides diversification and stable returns, and can help reduce an investor’s carbon footprint. Florence Chong and Christopher O’Dea report
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Magazine
Renewables: Green is the new black
Falling costs, technological innovation and the rise of ESG are making renewable energy on-trend for investors, writes Christopher O’Dea
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Magazine
Water: The new black gold
Water is becoming more scarce. It is a problem for the world, but could be a challenge and opportunity for investors. Christopher O’Dea reports
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News
JPMAM: Tech evolution in renewables may vary investment performance
JPMAM suggests that infrastructure investors should look to core assets to reduce performance variations
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Analysis
Are critics of Brookfield-GGP deal ignoring strong asset performance?
Brookfield wins takeoever of US shopping mall landlord
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Magazine
US open-ended property funds: Steady as she goes
The days of strong returns are behind them, but core open-ended property funds in the US are very much active in the market. Christopher O’Dea reports on ‘The Odyssey’ funds
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Magazine
US pension funds get real on returns
US public pension plans have been increasingly adopting real-assets allocation frameworks to boost income. Christopher O’Dea looks at their innovations at a time of growing conservatism
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Magazine
Demographics US: The Millennial effect
US real estate is going to be transformed by the country’s population of 90m Millennials, writes Christopher O’Dea
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Magazine
Demographics US: Litmus test for specialist laboratories
Specialist office space catering to life-sciences companies and laboratories in the US is benefiting from demographic and technology changes, writes Christopher O’Dea