Latest Analysis – Page 10
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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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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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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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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
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AnalysisQuestion mark hangs over logistics boom
A more protectionist world has huge implications for the global economy. And for global real estate it raises a big question mark over the markets
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Analysis
Meeting of minds: Aon/Townsend and Stepstone/Courtland mergers
Not long after Aon acquired Townsend, StepStone revealed that it planned to acquire Courtland Partners. What do these mergers say about the real estate investment advisory industry?
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AnalysisReal estate investors turn to debt strategies at top of market cycle
Capital protection sees investors flock to property debt funds
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AnalysisInfrastructure 2018 outlook: Investment volumes to rise?
2018 is already looking like another bumper year for infrastructure
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AnalysisPrincipal and Internos merger to add momentum to pan-European core funds
Takeover by US firm could provide another boost to burgeoning fund sector
