All Real Assets articles in January/February 2019 (Magazine)
View all stories from this issue.
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Magazine
ESG: The foundation of responsible infrastructure investment
Today when we think about sustainable infrastructure investment, we mainly tend to associate it with renewable energy. And yet renewable energy is only one of the cornerstones of a responsible infrastructure debt investment portfolio. Investors seeking to diversify their infrastructure portfolio would do well to look beyond renewable energy assets by also considering the many other increasingly crucial environmental, social and governance topics to find best-in-class investment opportunities.
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Magazine
Energy transition: Transition management
Investing in new sources of power and the technology assisting ‘energy transition’ is a natural avenue for ESG investors. Christopher O’Dea reports
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Magazine
Impact investing: Feeling the effects
Impact investing has quickly become a hot topic in institutional real estate circles. Maha Khan Phillips looks at the latest initiatives and what is causing their appeal
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Magazine
UK retail: shop till the market drops
After a disastrous year for UK retail, Mark Faithfull asks whether predictions of plunging shopping-centre valuations will finally materialise and reflect the upheaval in the sector
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Magazine
Infrastructure debt: Ready to lend
Infrastructure debt funds have more dry powder than at any time in the past decade. Christopher O’Dea reports
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Magazine
The role of private debt in sustainable infrastructure
Infrastructure represents $1.1 trillion of the annual investment required to address the UN Sustainable Development Goals (SDGs), according to the McKinsey Global Institute, making sustainable infrastructure one of the most important components in addressing the challenges and risks posed by climate change. Dillon Anderiesz from Macquarie Infrastructure Debt Investment Solutions (MIDIS) explores the role of private capital in infrastructure and how infrastructure debt is poised to be an important part of the solution.
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Magazine
ESG data: Check your meter readings
To put ESG theory into practice, real estate fund managers need good quality data. Some are taking it on themselves to get it, writes Christopher O’Dea
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Analysis
The challenge of putting ESG into practice
Fund managers and investors call on the real estate industry to provide better ESG data
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Magazine
Infrastructure: A new ESG calling
Infrastructure could play a central role in ESG allocations and the move to decarbonise economies. Christopher O’Dea reports
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Interviews
Gunnar Branson: When things change, keep talking
Gunnar Branson has taken over as CEO of AFIRE at a time of great change. He explains why now, more than ever, the institutional real estate industry needs to talk. Interview by Richard Lowe
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Magazine
Water: Investors get the blues
Green can often be used as synonym for sustainability. Christopher O’Dea asks, do institutions need to start thinking about ‘blue’ investing?
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Magazine
Aviation: Clear runway
After a series of new fund launches, aircraft leasing is clearly attracting a growing number of investors. Jennifer Bollen checks in to the asset class
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Magazine
Australian investors: Supercharged ESG
Australia’s superannuation funds are leaders in ESG. As the country’s Modern Slavery Act comes into force, they are reinforcing their position, writes Florence Chong
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Magazine
Investment trends: Public assets in private hands
Some of the biggest global real estate investors are raiding the public markets to get hold of assets. Florence Chong investigates the take-private phenomenon
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Magazine
Indices: Asset-level events
INREV is preparing to launch its Asset Level Index. Henri Vuong explains why it is such an important development in increasing transparency for European real estate investors
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Magazine
CapitaLand: Asia's new behemoth
CapitaLand and Ascendas-Singbridge have combined forces to create the biggest real estate manager in Asia-Pacific. Florence Chong reports
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Magazine
Case Study: APG’s marathon men
The Netherlands’ largest pension fund investor has internal ESG targets to meet. Patrick Kanters (above left) and Derk Welling explain to Christopher O’Dea why this means they have to keep setting the pace
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Magazine
Agriculture: Managers sow for safer returns
From its early days as a niche investment, agriculture has grown to provide secure returns in an uncertain environment, says Ben Funk
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Magazine
Tyler Goodwin: Agents of change
Emerging managers could play a critical role in transforming how institutional investors gain access to the real estate market – and cost-efficient returns
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Magazine
City Focus: Investors maintain Paris love affair
Last year ended with civil unrest in Paris, daubing a streak of realism across the French capital’s picture-postcard image. But for most of 2018, the city attracted property buyers on a large scale.