All Real Assets articles in July/August 2020 (Magazine)
View all stories from this issue.
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Special Reports
Retail: A vulnerable sector in the US
Will disruption caused by the COVID-19 pandemic be the nail in the coffin for traditional bricks-and-mortar retail in the US? Stephanie Schwartz-Driver reports
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Magazine
Offices: Nine-to-five no more
After a mass experiment in home working, the office is likely to change in a post-pandemic world. Vanessa Drucker reports
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Magazine
Laurence Monnier: Is there still a premium for liquidity?
The pandemic has reduced investors’ risk appetite. But will their desire for the illiquidity premium in private markets disappear?
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Magazine
Valuation uncertainty: Known unknowns
Material valuation uncertainty is causing challenges for fund managers relating to existing investors and fundraising, writes Julien Sporgitas
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Special Reports
Retail: Will Hong Kong recover?
Hong Kong, which has long been a shopping mecca, has been hit by a double-whammy of COVID-19 and political protests. Florence Chong reports
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Magazine
Hugo James: Going long with property
Long-income real estate continues to attract capital, but understand the risks and drivers of value, says Hugo James
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Magazine
Transport infrastructure: Global value lockdown
The skies are clearer and the roads are emptier, but where does this leave transport infrastructure assets?
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Special Reports
Logistics: US distribution in the fast lane
The opportunity for US logistics investor Prologis just got bigger. Christopher O’Dea finds out how the world’s biggest industrial landlord is responding
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Special Reports
Retail: A year of shopping dangerously in Europe
Will developers and investors in an already battered European retail sector begin to see opportunities or just a spiralling decline? Mark Faithfull reports.
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Analysis
Editorial: This time it’s a crisis of the real world
Real assets have been in vogue for some time. They can generate secure income, avoid the volatility of the public markets and they are tangible. And so they have at once provided a tonic for low interest rates, a safe haven from unpredictable stock markets and an ...
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Magazine
Student housing: Staying the course
Universities are struggling to cope with COVID-19. But that does not mean institutional investors will move out of student housing. Razak Musah Baba reports
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Magazine
Sale & leaseback: Corporate takeover
A growing number of cash-strapped companies might turn to their own bricks and mortar. Are the opportunities for sale-and-leasebacks about to widen? Rachel Fixsen reports
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Magazine
Eric Davy: The importance of digital continuity in real estate
All players in the real estate industry should speak the same language in the age of big data
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Special Reports
Retail: How will consumers respond as lockdowns ease?
Huge uncertainty faces retailers and F&B outlets as they reopen. How will consumers respond and will their behaviour change for ever? Mark Faithfull reports
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Magazine
China expedites infrastructure REITs
Chinese infrastructure REITs are expected to arrive soon, ahead of long-anticipated commercial property REITs. But logistics property will fall under infrastructure
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Magazine
UK care homes: In the eye of the storm
Care homes in the UK have been hit hardest by COVID-19 and the full effects on what was a burgeoning sector have yet to be felt. Maha Khan-Phillips reports
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Interviews
Interview: Nathalie Palladitcheff, Ivanhoé Cambridge
Ivanhoé Cambridge had already been preparing to adapt to major disruption to the real estate industry before the COVID-19 pandemic hit
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Special Reports
Logistics: Thinking outside the box in Europe
Online retail has gained more traction during the lockdown, but are there warning signs for an industry that has been flying high? Mark Faithfull reports
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Special Reports
Retail: Asia-Pacific first in line
Asia-Pacific has felt the effects of lockdown ahead of Europe and the US. Florence Chong reports on the malls on the frontline