Latest Analysis – Page 19
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AnalysisIs the latest round of M&A a signal?
Real estate is often said to be a long-term, buy-and-hold asset class for institutional investors. But the success of investments invariably comes down to getting the timing right.
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Analysis
Is CPPIB’s green bond the start of a trend?
Canada Pension Plan Investment Board became the first pension fund to issue a green bond. Elisabeth Jeffries assesses the significance
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Analysis
Q&A: Pierre Lavalle, Canada Infrastructure Bank
In 2016 the newly elected Justin Trudeau government in Canada promised to review infrastructure investment in the country. One of the key pillars in its first budget was the creation of a Canada Infrastructure Bank. The bank’s CEO talks to Joel Kranc about its mandate.
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Analysis
Analysis: Are we due a real estate downturn?
Past experience suggests yes. But investors find themselves in unusual times
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InterviewsInterview: Andie Kang & Joseph Lee, IGIS
IGIS founder Dai-young Kim recently handed over the reins of South Korea’s biggest real estate investment manager. Interview by Florence Chong
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AnalysisWill UK pension funds be hit by capital-gains tax on indirect real estate?
UK government reveals more on treatment of offshore collective investment schemes
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Magazine
Infrastructure managers told to ‘raise game’
NEST CIO warns industry on missing out on DC pensions market, while CalSTRS discriminates in favour of transparent managers
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MagazineBuilding an asset class from the ground up
The top 50 infrastructure investment managers oversee more than €611bn in assets. More than half of that figure is accounted for by the top 10
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Analysis
Aviva Investors creates £37bn real assets platform
The company merges its property, infrastructure and debt capabilities, while selling its indirect real estate arm
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MagazineGet ahead of the regulators
Ths best piece of advice for those averse to regulatory creep is to look to prevention rather than cure – in other words, avoid giving regulators a reason to get involved
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AnalysisDon’t unfriend data centres
A tech sector under greater regulatory pressure is not a reason to log out of data centres
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AnalysisReal estate fundraising jolts back to life
After concerns that real estate capital-raising could be slowing, all evidence points to continued appetite among institutional investors
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AnalysisShopping mall REITs: The deal breakers
Proposed mergers of shopping mall REITs appeared to go off the rails in April, but the shift may yet prove to be the precursor to more consolidation
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AnalysisAre critics of Brookfield-GGP deal ignoring strong asset performance?
Brookfield wins takeoever of US shopping mall landlord
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AnalysisWhy real estate investors need to understand demographics
People – workers, customers and dwellers – are the fundamental source of demand for real estate, without which it has little value
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Analysis
Keep calm and Carillion
The collapse of Carillion should have a limited effect on institutional investment in UK infrastructure. Political uncertainty is a bigger concern
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AnalysisInterview: Naïm Abou-Jaoudé, Candriam/New York Life
New York Life’s Candriam has bought a 40% stake in UK-based real estate manager Tristan Capital to expand its presence in alternatives assets
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Analysis
Call the Market: Rate reaction opens REIT opportunity
Real estate stocks have fallen recently. But a misunderstanding of the relationship between REITs and interest rates is creating an opportunity
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AnalysisIFM Investors welcomes 'novel approach' of Trump's US infrastructure plan
Merit-based allocation of federal funds expected to be a positive catalyst
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AnalysisShould global infrastructure investors worry about Australian protectionism?
Fund managers call for greater clarity on new foreign ownership rules
