Latest Analysis
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AnalysisIPE RA Real Estate Americas Briefing: Manhattan blues
In a $141m distressed deal, Vornado buys 3 East 54th Street from Charles Cohen
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AnalysisGuest View: Only scale can deliver on Europe’s living sector promise
Consolidation will likely define the next cycle as investors reconfigure their portfolios
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AnalysisIPE RA Real Estate Europe Briefing
Is Spain’s €2.5bn Help to Buy scheme failing to make homes more affordable?
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AnalysisWorld’s largest pension funds join race to build UK homes
Leading global pension funds are stepping up their commitment to UK housing, encouraged by a supportive policy environment and strong market fundamentals
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AnalysisSolvency II reforms: A New dawn for listed real estate?
Will Solvency II bring about a paradigm shift for insurers? Virna Asara asks industry bodies and institutional investors what the latest legislative reforms mean for investment in listed real estate
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AnalysisGuest view: Let’s get SFDR 2.0 to work for real estate
A few challenges specific to the asset class need to be addressed
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AnalysisHow exposed are institutional investors to Trump’s single-family housing ban?
Institutional ownership ban looks likely to be enacted, leaving huge uncertainty for REITs and private investors
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AnalysisIPE RA Real Estate Americas Briefing
The K-shaped recovery and the ‘mispricing’ of real estate
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AnalysisIPE Real Assets ESG Briefing
From a year of pragmatism in 2025 to a year of resilience in 2026
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AnalysisOutlook 2026: Infrastructure to hit inflection point
Asset class expected to grow strongly, driven by European energy ‘super cycle’
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AnalysisOutlook 2026: New dawn for real estate?
Europe is projected to lead the global real estate recovery at a time of significant divergence across the world’s three main regions
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InterviewsAlex Knapp: Norway’s sovereign fund to be a more ‘nimble’ real estate investor
Norwegian sovereign wealth fund to embrace indirect investing as part of new strategy
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AnalysisIPE RA Real Estate Asia-Pacific Briefing
Australia’s retail boom: transaction volumes surge as investors hunt regional malls
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AnalysisIPE RA Real Estate Americas Briefing
Counting the cost of the US government shutdown for commercial real estate operators
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AnalysisIPE Real Assets ESG Briefing
Biodiversity impact, once peripheral to risk modelling, is rapidly becoming central
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AnalysisHere to stay: long-term outlook for Europe’s hotel markets remains bright
European hospitality has been one of real estate’s post-pandemic success stories, writes Isobel Lee
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AnalysisLuxury segment is US hotel market’s silver lining
The ultra wealthy are driving hotel dealmaking and occupancy across the US, underscoring the resilience of luxury
