Latest Analysis
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Analysis
Analysis: Infrastructure investors grapple with unprecedented uncertainty
“You just can’t make firm decisions in this environment” – warning ahead of Trump’s ‘liberation day’
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Analysis
Natural capital – the nexus between corporate carbon and investment
Asset class is evolving fast, just as ‘corporate money is circling’, says New Forests CEO
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Analysis
What Germany’s €500bn plan could mean for infrastructure investors
Infrastructure and defence spending programme could be a ‘game-changer’ for private capital
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Analysis
MIPIM 2025: How everything is connected to data centres
Talk in Cannes was about digital infrastructure, operational risk, AI and office retrofits
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Analysis
Could investors be overlooking CEE’s real estate markets?
While geopolitical uncertainty pervades Europe, CEE property – especially retail – has been strong
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Analysis
Fund strategies: safe as (affordable) houses?
Affordable housing is gaining favour with institutional investors as a stable, long-term play
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Analysis
Global student housing: more students, fewer beds
A glaring mismatch between enrolments and available accommodation is driving demand for PBSA globally. Florence Chong reports
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Analysis
Could niche hospitality markets help European housing affordability?
Hospitality and the living sector have long competed for space, but that might begin to change
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Analysis
Greystar prepares for the next phase of global student housing expansion
With its global infrastructure now in place, the US firm is ready for the next phase of expansion. Florence Chong speaks to CIO Wes Fuller and Asia-Pacific director Adam Pillay
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Analysis
The Dot Group: joining the dots as 1m students beckon
From early mover to a multi-part business spanning the globe, The Dot Group is seeking further growth and has the capital to achieve it
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Analysis
Nordic affordable housing: homing in on urbanisation
Rent regulation may be an obstacle in the Nordics, but urbanisation and sustainability offer attractive opportunities for innovative investors
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Analysis
Scape opens the door for investors to Australian student housing
The creation of an evergreen fund for Scape Australia’s prize portfolio will keep existing investors on board and attract new ones
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Analysis
DeepSeek, what’s the outlook for data centres?
Will the data-centre boom continue after DeepSeek? Christopher Walker invokes Jevons paradox
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Analysis
Will 2025 see comeback for core real estate?
Is the climate right for a revival in core real estate? Isobel Lee checks the forecast for the sector
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Analysis
Geopolitics to top the agenda at MIPIM investor discussions
Richard Lowe speaks to major institutional investors ahead of the French summit
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Analysis
MIPIM 2025 preview: Look both ways
The international real estate industry faces a crossroads as it convenes in Cannes
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Analysis
Banking on beds: European real estate debt funds pivot to housing
Europe’s alternative lenders are being lured by the attractive supply-demand dynamics of the living sector. Virna Asara investigates
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Analysis
Does DeepSeek upend digital and energy infrastructure strategies?
Chinese AI breakthrough raises questions for headlong rush to build hyperscale data centres
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Analysis
Energy transition: the state of play as Trump seeks to withdraw from Paris accord
Progress has been made on decarbonisation, but far more needs to be done to achieve targets
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Analysis
European real estate fund managers push ahead with ESG agenda
Volatile global political backdrop not deterring investors from targeting net-zero objectives