Latest Analysis – Page 9
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AnalysisAnalysis: What the Baltimore Bridge collapse means for real assets
Other US ports set to benefit, but local real estate and transport inflation unlikely to be affected
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InterviewsCenturion: DVD manufacturer turned global PBSA investor
Florence Chong speaks to CEO Kong Chee Min about the Singapore firm’s global plans
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InterviewsMIPIM 2024: European alternative assets remain resilient, says Harrison Street
Soaring interest rates and construction costs are stalling projects in the near term
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InterviewsGIIA membership surpasses 100 as investors court governments
With elections due on both sides of the Atlantic, the role of the group becomes critical
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InterviewsMIPIM 2024: Swiss Life AM highlights shift towards resilient sectors
CIO Tim Munn speaks to Razak Musah Baba at the annual real estate conference in Cannes
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AnalysisMIPIM 2024: Infrastructure gate-crashes real estate party
Major institutional investors converge on Cannes to discuss challenges facing asset class
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InterviewsRobert Karnes, BlackRock: ‘it might be a generational opportunity’
The real estate debt veteran tells Robin Marriott how a supply-demand imbalance, end to interest-rate hikes and constrained development spell good times for credit strategies
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AnalysisUS real estate debt funds: Will it be ‘GFC 2.0’?
Real estate debt fund managers in the US are anticipating a wave of wide-ranging opportunities this year. Robin Marriott reports
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AnalysisTime to target DACH region for distressed real estate debt?
Oliver Platt explains how financing gaps in Germany, Austria and Switzerland mean it could be time for global opportunistic investors to step in
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AnalysisNet zero: Piloting a new science-based roadmap for real estate
The SBTi has launched new guidelines for decarbonising the built environment, and 15 firms have been selected to pilot them. Razak Musah Baba reports
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AnalysisNashville: People and investors flock to the Sun Belt’s music city
Nashville is one of a number of Sun Belt markets to experience an influx of people – and real estate investors – in recent years. Vanessa Drucker explores what this really means for the city
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AnalysisM&A: The race is on to get bigger in infrastructure fund management
Does the BlackRock-GIP merger mark the start of an infrastructure arms race? Christopher Walker and Richard Lowe report
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AnalysisAnalysis: The challenge of repurposing the UK’s office landscape
The conversion of BT Tower into hotel highlights need for innovation and planning flexibility
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Opinion PiecesGuest view: Redefining residential investment – a data-driven future
Traditional metrics are reaching their limits in the face of the ever-evolving market
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Opinion PiecesGuest view: What do biodiversity rules mean for the real assets community?
Smaller firms may not have had the resources to prepare England’s new Biodiversity Net Gain law
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Opinion PiecesGuest view: Avoiding the allocation trap of rigid investment categories
Eduardo Monteiro, partner and co-CIO of Victory Hill Capital Partners
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Opinion PiecesGuest view: Three headwinds for US commercial real estate in 2024
Sector still faces three undeniable challenges
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AnalysisIPE Real Assets January/February 2024: Natural capital sees growth as real estate wilts
The outlook for real estate markets in 2024 is mixed, at best. The hope is it won’t be as bad as last year, when the asset class experienced varying degrees of repricing across the globe. As Tom Leahy, head of EMEA real assets at MSCI Real Estate Research, quips, “2023 has not exactly been a vintage year for real estate”.
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Opinion PiecesGuest view: Solving real estate’s fund valuer problem
AIFMD regulations have created a liability problem for valuers, with repercussions for investors, writes Melville Rodrigues
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AnalysisReal estate 2024 outlook (part two): Interest rates, sectors and asset allocation
Outlook for real estate depends on central banks, sector differentiation and wider asset allocation forces
