Industrial Analysis
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AnalysisAustralian funds split over US-style redemption rules
High-profile grapple over Lendlease-managed funds highlights broader structural tensions in A$68bn sector
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AnalysisExpo Real: Can German defence spending revive European real estate?
Amid the Munich trade fair, Richard Lowe finds an industry desperate to find its next growth story
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AnalysisWhy European REIT M&A is back on the table
Public-to-public transactions are on the rise as listed companies seek to gain scale and relevance in the eyes of global investors. Virna Asara reports
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AnalysisChange of the guard at M&G’s $7bn Asia-Pacific core fund
Florence Chong speaks to fund managers Richard Van den Berg and Jason Leong
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AnalysisCould Asia-Pacific real estate benefit from US uncertainty?
Despite experiencing a recent decline in transactions, some Asia-Pacific might attract a bigger slice of capital flows
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AnalysisOnshoring: Geopolitics, deglobalisation and the implications for logistics
Geopolitical uncertainty and deglobalisation is prompting a reconfiguration of global supply chains – with implications for logistics real estate. Florence Chong reports
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AnalysisNearshoring: Mexico takes a lead in logistics and manufacturing
Florence Chong speaks to Andrew McDonald-Hughes about the ascent of Mexico as a manufacturing and export hub
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AnalysisAnalysis: What the Baltimore Bridge collapse means for real assets
Other US ports set to benefit, but local real estate and transport inflation unlikely to be affected
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AnalysisIPE Real Assets May/June 2023: Investors sit out the market
Are institutional real estate investors on the sidelines? The latest numbers from MSCI Real Assets would suggest so. US commercial real estate transactions in the third quarter of this year fell by 56% relative to Q1 2022. Sales of office properties were the weakest since 2010.
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AnalysisUK real estate to see ‘across the board’ repricing and forced sales
Rapidly rising interest rates could push lenders to become ‘less forgiving’, experts warn
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AnalysisIPE Real Assets July/August 2022: The net-zero marathon has started
There is a race on, and everyone must take part. But no one yet knows the course or the difficulty of the terrain.
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AnalysisAnalysis: Ukraine and inflation throw up difficult questions
How will war and the prospect of stagflation affect European real assets and investor behaviour? Richard Lowe reports
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AnalysisSecond wave of China REITs raise RMB5.1bn despite Evergrande fallout
First two new C-REITs, focused on industrial property and infrastructure, oversubscribed
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AnalysisStockland: The A$11bn REIT planning a major push into capital partnerships
The ‘self-sufficient’ top-five A-REIT pivots to collaborate with global investors under new CEO
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AnalysisAnalysis: ESR-ARA merger a logical step in global logistics consolidation
Canadian institutions throw the weight behind US$5.2bn takeover
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AnalysisEditorial: Capital races into logistics and renewables
What’s in the July/August edition of IPE Real Assets?
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AnalysisAnalysis: COVID-19, the great real estate catalyst
The coronavirus crisis will only accelerate current trends in the real estate investment industry
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AnalysisAre European sale and leasebacks about to take off?
With the launch of LeadCrest and a large transaction by Income Realty, the European sale-and-leaseback market suddenly got busier. Rachel Fixsen reports
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AnalysisKeep pace with technology
Tom Arnold, the global head of real estate at Abu Dhabi Investment Authority (ADIA), recently travelled to China where he met officials at Alibaba.
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AnalysisAnalysis: Will GLP end up in Chinese hands?
Industry insiders still back winning bid to come from CIC consortium
