All Real Assets articles in July/August 2019 (Magazine)
View all stories from this issue.
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Special ReportsTop 75 Infrastructure Managers 2019: Why big is often best
With the continued growth of infrastructure mega-funds, is it inevitable that investors will overpay for assets and returns disappoint? Not necessarily, writes Christopher O’Dea
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Special ReportsTop 75 Infrastructure Managers: Hard to avoid crowds
One of the appeals of mid-market strategies is the ability to avoid competition at the large end of the market. Christopher O’Dea asks whether this space is becoming too crowded as well
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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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Opinion PiecesOpinion: Financing infrastructure after Brexit
While the shape of the UK’s future relationship with its European neighbours is still unclear, the question of how to finance infrastructure fit for the 21st century is equally pressing, argues Darryl Murphy
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MagazineAgriculture: Germ of an asset class
Although institutional investment in agriculture remains minimal, this could change with structural shifts on the horizon. Florence Chong reports
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InterviewsCPPIB bets on Asia-Pacific
Since the financial crisis, CPPIB has built an extensive Asian real estate portfolio. Florence Chong speaks to the man behind the expansion, Jimmy Phua
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MagazineMarket Report: Banking on Brazil
The economic and political fortunes of Brazil are unpredictable, says Florence Chong. But some investors have made big bets on the country
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MagazineFlexible workspace: Look beyond WeWork
WeWork is grabbing the headlines with its planned IPO, but the company makes up a small slice of a burgeoning global flexible workspace market, writes John Williams
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Special ReportsWhitehelm Capital: The manager with a smart strategy
Whitehelm Capital has Dutch investor APG on board for its Smart Cities Fund. Christopher O’Dea reports
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MagazineDemographics: Germany shows its caring side
Germany’s care-home provision is rapidly changing and could be an important investment opportunity, says Indraneel Karlekar
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Opinion PiecesOpinion: Trade winds of change
What do rising trade tensions between the US and China mean for real assets? Anton Pil looks at the asset class most likely to be affected
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MagazineRetail property: Convert it and they will come
With conventional retailing in the UK and US facing unprecedented challenges, could the future of shopping centres be about radically re-engineering sites? Mark Faithfull and Christopher O’Dea report
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AnalysisComing soon: global open-ended funds
Why the emergence of global, open-ended core funds might be more than just a pipe dream. Richard Lowe reports
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MagazineDemographics: A fragmented opportunity
An ageing population clearly supports investment in UK retirement assets. But deploying capital into the sector is far from straightforward, writes Maha Khan Phillips
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Special ReportsListed infrastructure managers: Diverse opportunity set
Fund managers of listed infrastructure vary widely in their approach, but they all make the case for active strategies. Stephanie Schwartz-Driver reports
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MagazinePortfolio: Family offices up their game
Family offices are becoming bigger players in global real estate markets. Thomas Wiegelmann and Morten Bennedsen explore their unique requirements
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InterviewsInterview: Wendy Norris, Future Fund
It has an absolute-return target to meet, so the Future Fund has been taking profits from real assets when it can. Wendy Norris speaks to Florence Chong
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MagazineGet in the (opportunity) zone
Nearly 9,000 areas in the US have officially become ‘opportunity zones’. Christopher O’Dea asks whether institutional investors should set foot in them
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MagazineNew York: Still top of the heap
New York continues to demonstrate its resilience as one of the world’s biggest global real estate investment targets. Christopher O’Dea reports
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AnalysisIs infrastructure on the right track?
Infrastructure fund managers had a record fundraising year in 2018 – and according to Preqin, 2019 could be even bigger. Although capital raised in the second quarter of this year was lower than it was in Q1, infrastructure was the only private capital asset class to see fund closures accelerate between March and June.
