Latest Analysis – Page 11
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AnalysisIPE Real Assets May/June 2023: Investors sit out the market
Are institutional real estate investors on the sidelines? The latest numbers from MSCI Real Assets would suggest so. US commercial real estate transactions in the third quarter of this year fell by 56% relative to Q1 2022. Sales of office properties were the weakest since 2010.
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AnalysisReal estate valuations: Where are the writedowns?
Why is real estate in continental Europe not correcting with the same speed as the UK? Christopher Walker delves into the inconsistent world of European valuations
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Opinion PiecesGuest view: The prospects for long-term investing in Saudi Arabia
The country is buoyed by energy prices, expanding tourism and robust demographics, writes Alexis Crow
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AnalysisWhat do interest rate rises really mean for real estate investors?
Moves by central banks this week could have implications for the asset class
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AnalysisMIPIM: It is not 2008, but 2023 is just as challenging
The mood in Cannes reflected the overwhelming array of uncertainties facing property investors
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Opinion PiecesGuest view: Let’s have easier fund access rights for UK managers in Europe
EU and UK should build on the pragmatism of the ‘Windsor framework’, writes Melville Rodrigues
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AnalysisIPE Real Assets March/April 2023: Follow the data
CapitaLand Investment recently established its first China data centre development fund, raising S$530m (€372m) and seeding the vehicle with two projects in Greater Beijing that are expected to be worth S$1bn when completed.
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AnalysisIPE Real Assets January/February 2023: A natural progression
There is a growing sense that, as the institutional investment industry enters 2023, momentum is building in the world of natural capital, agriculture and forestry
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AnalysisUS real estate: ‘pencils sharpened, not pencils down’
PGIM Real Estate is forecasting a US recession for 2023, but that is not a reason to avoid the market
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AnalysisAnalysis: Is the UK’s net-zero review good news for infrastructure investors?
Institutional investment industry reacts to former energy minister Chris Skidmore’s proposals
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AnalysisRailpen refocuses residential investment strategy in wake of UK cladding crisis
Pension fund to ditch consumer-facing opportunities in favour of investments leased to corporate entities
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AnalysisIvanhoé Cambridge’s co-living ambitions
Canadian investors has big plans for sector following Cohabs investment
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AnalysisA ‘watershed moment’ for real estate
The year 2022 will be looked back on as marking the end of a remarkable era for real estate
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AnalysisAnalysis: Does the UK pose an opportunity for real estate debt funds?
Banks are retrenching from the market, so alternative lenders could fill the gap. Lauren Mills and Richard Lowe report
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AnalysisAnalysis: Renewables become riskier
What do rising energy prices and a cost-of-living crisis mean for energy infrastructure investors? Lauren Mills reports
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AnalysisAnalysis: Is now the time for opportunistic real estate investors?
Capital values are beginning to decline just as the cost of debt is going up
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AnalysisAnalysis: Australian super funds embrace A$10bn housing scheme
The Australian government is turning to super funds to help build more homes
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AnalysisAnalysis: Global real assets investors reassess China
Country’s real estate market is now becoming a ‘high-risk play’ for foreign institutional investors
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AnalysisUK sets out sustainable fund labels that move beyond the EU’s SFDR
FCA’s proposals could be appropriate for real estate retrofit strategies
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Opinion PiecesGuest view: Aircraft lessors performing well despite challenging environment
The aircraft leasing industry has enough flexibility to withstand inflation
