Latest Analysis – Page 3
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InterviewsPierre Cherki & Jenny Hammarlund on Ontario Teachers’ real estate reset
The duo talk to Christopher Walker about leading a “strategy refresh” from Toronto and London
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InterviewsAndrea Palmer: CRREM’s first CEO on global expansion of net-zero initiative
CRREM is pushing hard across borders to become the global industry standard for real estate
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InterviewsNick Montgomery on continuing to build Schroders' real estate business
After one year in the job, Nick Montgomery has made significant progress, writes Lauren Mills
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AnalysisBehind Cohen & Steers and IDR's plan to combine REITs and ODCE funds
Two very different specialists have teamed up to bring public and private together. Florence Chong speaks to Jon Cheigh
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InterviewsTemasek pivots to ‘core-plus’ digital and energy infrastructure
Investment chief Rohit Sipahimalani tells Florence Chong how the Singaporean investor is positioning itself globally as a capital provider and long-term builder of digital and energy platforms
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Opinion PiecesGuest view: Retail real estate – from pariah to performer?
In the right format and location, retail is a compelling value play
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AnalysisIPE RA Infrastructure Briefing: UK projects attract overseas pension capital
A host of overseas institutions have recently invested in two major UK infrastructure projects
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AnalysisIPE RA Real Estate APAC Briefing: Will data centres emerge as next major real estate play?
This year, APAC data centres have attracted over US$5bn in capital from global investors
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AnalysisIPE RA Asset Owners Briefing: Going long on social infrastructure
Infrastructure investors and fund managers often profess to represent ‘long-term’ capital
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AnalysisDoes a £4.7bn UK real estate fund merger reflect an existential crisis?
Why consolidation involving L&G and Federated Hermes is all about changes in the UK’s pension fund industry
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Opinion PiecesGuest view: Breaking the cycle – how today’s real estate investors can navigate macro uncertainty
Martin Towns explores the impact of recent macro upheaval on global real estate markets
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AnalysisIPE RA Real Estate Europe Briefing: Capital reallocation from US fuels Europe
Capital reallocation from US fuels European real estate market revival
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AnalysisIPE RA Real Estate APAC Briefing: Is ‘flex living’ the living sector’s next chapter?
Bending student housing, permanent rentals and co-living to create ‘flex buildings’
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AnalysisIPE RA Real Estate Americas Briefing: Retail in the age of convenience culture
Occupancy rates at grocery-anchored centres have consistently outperformed non-anchored peers
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AnalysisIPE Real Assets ESG Briefing: ESG priorities shifting but remain a top priority in Europe
The strategic priority of ESG has fallen to pre-2021 levels in global importance
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InterviewsExit interview: John Flint on National Wealth Fund’s ‘additionality discipline’
Outgoing CEO explains how the fund is designed to function as a market intervention tool
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AnalysisBan on upward-only rent reviews could be ‘nail in the coffin’ for UK office sector
The proposed provisions in the Devolution Bill are likely to impact office landlords the most, placing particular pressure on secondary stock
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AnalysisWhat does the overhaul of the UK’s water industry mean for infra investors?
The government has responded immediately to a review of the UK’s troubled water sector
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AnalysisReal assets fund managers respond to EU nature credits roadmap
Roadmap well intentioned, but lessons should be learnt from the UK and carbon markets
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AnalysisIPE RA Real Estate Europe Briefing: Investors flock to Spanish retail amid strongest sales growth in years
Iberian Peninsula claimed Europe’s top three retail transactions by value in Q1
