All Real Assets articles in July / August 2021 (Magazine)
View all stories from this issue.
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Special ReportsTop 100 Infrastructure Managers 2021: A growing, concentrated sector
The 100 largest infrastructure managers manage €1.29trn of assets. Razak Musah Baba spoke to the three largest
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Special ReportsTop 100 Infrastructure Investment Managers 2021
The assets under management of the 100 largest infrastructure investment managers rose by €110bn during 2020, from €1.18trn to €1.29trn of assets. We speak to leading figures in the sector about their businesses and views on the asset class, and also question whether fixed hurdle rates are pushing infrastructure fund managers to take undue levels of risk
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Special ReportsQ&A: Raj Agrawal, KKR
The infrastructure arm of US private-equity firm KKR has jumped from 19 to 12 in the top 100 infrastructure ranking. Global head of infrastructure Raj Agrawal talks to Vanessa Drucker about its growth
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Special ReportsLogistics: America is fully stocked
There is huge demand for logistics space in the US, but nearly everywhere is full. Florence Chong reports on the race to keep building
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Special ReportsLogistics Asia-Pacific: ‘We have years to run with this’
Such is the demand for space in the region, the current boom in Asia-Pacific is sustainable, writes Florence Chong
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MagazineESG: 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
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Opinion PiecesGuest viewpoint: Net zero, valuation and stranded assets
Commercial property in the UK will need to be net zero by 2050, but investors need detailed data on the performance of individual assets today, write Oliver Light and David Delaney
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Opinion PiecesGuest viewpoint: Real assets and water risk
Water scarcity and price variability affect real asset investments in several ways, says Harsh Parikh
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MagazineEuropean 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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Special ReportsQ&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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Special ReportsLogistics: 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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MagazineRetail: 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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AnalysisEditorial: Capital races into logistics and renewables
What’s in the July/August edition of IPE Real Assets?
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MagazineRenewables: 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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Special ReportsLogistics: 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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InterviewsInterview: 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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Opinion PiecesGuest 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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MagazineClimate-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 PiecesGuest 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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Special ReportsLogistics: Europe, the global hot spot
With its scarcity of warehouses and available land, Europe has become the hottest logistics market globally. Florence Chong reports
