All Real Assets articles in July / August 2021 (Magazine)
View all stories from this issue.
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Magazine
Retail: Is the price right, yet?
As the world tentatively reopens, the true scale of retail Armageddon is becoming apparent. Mark Faithfull asks whether the sector can still attract investors
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Magazine
Market report: Retail
As the world tentatively reopens, we report on how the true scale of retail Armageddon is becoming apparent. Retail was traditionally the second-largest component after offices in core institutional real estate portfolios. In recent years, investors and fund managers have been striving to reduce that heavy retail weighting, often in favour of logistics, residential and some alternative property sectors, as we analyse in this report.
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Special Reports
Hurdle rates: A ticking timebomb?
Are fixed hurdle rates pushing infrastructure fund managers to take undue levels of risks to hit an 8% target? René Lavanchy reports
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Opinion Pieces
Opinion: How we can pay for ‘levelling up’ the UK
Sarah Gordon explains the importance of the conclusions of a new place-based impact investing report
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Special Reports
Macquarie: Infrastructure’s green giant
The largest infrastructure fund manager is well advanced on its ‘green journey’, the new head of MIRA Leigh Harrison tells Florence Chong
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Magazine
Place-based investing: Should LGPS funds help to level up the UK?
A new report urges local-authority pension funds to allocate more to place-based investments. Richard Lowe reports
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Magazine
Retail: Europe’s grocers prove their value
Larger supermarkets had been slowing losing their appeal, and then COVID-19 struck. Mark Faithfull reports on how grocery real estate has responded to the pandemic
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Special Reports
Logistics: Europe, the global hot spot
With its scarcity of warehouses and available land, Europe has become the hottest logistics market globally. Florence Chong reports
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Opinion Pieces
Guest viewpoint: What matters for property is what is driving inflation
Real estate investors should keep an eye for inflation, writes Hamish Smith
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Magazine
Climate-transition risk for real estate: The path to net zero
Potential government policy shifts could result in the addition of significant and varied decarbonisation requirements for real estate across the globe, writes Will Robson
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Opinion Pieces
Guest viewpoint: Vietnam to clear infrastructure logjams
The south-east Asian manufacturing powerhouse has become serious about infrastructure, writes Tuan Le Anh
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Interviews
Interview: Chris Hulatt, Octopus
Octopus has spent the past 20 years spotting emerging opportunities and scaling them up to become mainstream asset classes
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Special Reports
Logistics: Where is the ceiling?
Unprecedented volumes of capital flowing into the sector matches the record demand for space. Florence Chong reports on the never-ending logistics boom
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Analysis
Editorial: Capital races into logistics and renewables
What’s in the July/August edition of IPE Real Assets?
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Magazine
Renewables: Investors climb the risk curve as capital flows in
Investors are having to climb the risk-return curve as a record amount of institutional capital flows into the renewables market, writes Maha Khan Phillips
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Magazine
Retail: Burning down the house
One real estate giant is intent on leaving the US, one is buying up retailers and another wishes their multi-billion-dollar mall had burnt to the ground. Mark Faithfull reports on a year that upended US retail
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Special Reports
Logistics: Global boom proves sustainable
The world is witnessing a synchronised shortage of modern logistics space – with prices of prime logistics assets spiralling upwards, and rents growing sharply in key markets across the globe. Open cheque books and boundless optimism are the order of the day. We report on the never-ending logistics boom and take a close look at the latest developments affecting the sector in the US, Europe and Asia-Pacific.
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Special Reports
Q&A: Sean Klimczak, Blackstone
Blackstone launched its open-ended infrastructure platform four years ago and is now 28th in the ranking. Jon Peterson spoke to global head of infrastructure Sean Klimczak
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Magazine
European value-add real estate funds: Is small really beautiful?
European value-add real estate funds appear to be getting bigger. Is this a good thing? Christopher Walker investigates
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Magazine
ESG: Can results-based financing play a role in real assets?
Could results-based finance play a role in funding sustainable infrastructure and real assets? Elena Johansson reports