Latest Analysis – Page 3
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AnalysisData centres turn to nuclear to feed the power demand of AI
AI is so power-hungry that tech companies are turning to nuclear to power their data centres. Florence Chong reports on the new data-energy race
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AnalysisAirport investments return along with rising passenger numbers
Air travel has rebounded since the global pandemic, and airports are once again changing hands. Florence Chong reports
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AnalysisOptimism returns to Expo Real but questions remain about market recovery
Investors in Munich try to predict the nature of the ‘next chapter’ of the asset class
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AnalysisPCRAM: the climate risk methodology infrastructure investors need to be aware of
Devised by IIGCC, the methodology evaluates the cost of ignoring climate risk
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AnalysisWhat the EU AI Act means for real estate
Nikodem Szumilo and Thomas Wiegelmann outline the implications for the EU’s efforts to regulate AI
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AnalysisIs now the time to look at developed market REITs?
With interest rates high – but cuts on the horizon – is now a time for investors to revisit developed-market REITs? Razak Musah Baba explores
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AnalysisGuest viewpoint: The EU extend ‘radical change’ to REIT regime
Rogier Quirijns takes a leaf from Mario Draghi’s report and calls for a more competitive REIT regime for the EU
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AnalysisThe Big Story: real assets under Trump 2.0
Polling is on a knife-edge, but what would a second Trump presidency mean for real assets? Christopher Walker investigates
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AnalysisThe UK seeks to ignite a ‘big bang’ and adopt the ‘Canadian model’
Will a ‘big bang’ pensions reform enable the UK to adopt the ‘Canadian model’ and direct billions of pounds into infrastructure? Christopher Walker and Richard Lowe, report
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AnalysisCan Labour lead an urban revival in the UK?
The new government is targeting co-ordinated initiatives in planning, housing, R&D and transport
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AnalysisRevised Energy Performance and Buildings Directive: As easy as EPC?
The EU has introduced multiple revisions to the Energy Performance and Buildings Directive. Seán Kilbane looks at what this means for investors
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AnalysisCity Focus: Back to work for Toronto
The city is grappling with an infrastructure funding gap and a post-COVID-19 hangover in its downtown. But the future is far from bleak, finds Joel Kranc
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AnalysisAI is coming to real estate
Generative AI will become embedded in education and professional life. Organisations – including those in the real estate industry – need to get on board, write Nikodem Szumilo and Thomas Wiegelmann
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AnalysisAI boost for listed utilities
Listed utilities are poised to benefit from the rise of AI and its insatiable demand for energy. Florence Chong reports
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AnalysisOn the move: Global migration and real assets
Migration can boost economies but also put a strain on infrastructure and society. Christopher Walker looks at the future implications for real assets
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AnalysisWhat heat islands mean for real estate
Real estate investors might be underestimating the importance of urban heat when it comes to assessing climate risk. Lauren Mills reports
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AnalysisBPF calls for partnership between UK property industry and government
CEO Melanie Leech tells Christopher Walker what the real estate industry wants from a new government
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AnalysisIs the UK housing market facing the prospect of rent controls?
Christopher Walker investigates whether institutional investors are becoming spooked
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AnalysisGuest view: the green wave in Brazil
Alexis Crow explores the opportunities for investing in private markets and ESG in Latin America’s largest economy
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AnalysisCity focus: Unlocking Berlin's housing market
Germany’s capital is mired in a housing crisis, soaring rents and regulations that have put off developers. But is there still life in Berlin? Robin Marriott reports
