Latest Analysis – Page 8
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AnalysisInflation: Keep calm and carry on
Real estate investors need not panic, but rising rates does have important implications, writes Alex Knapp
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AnalysisAnalysis: Infrastructure investors contemplate new European landscape
The Ukraine conflict has major implications for energy security and investors’ decarbonisation ambitions, writes Christopher Walker
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AnalysisWanted: space in the cloud
In today’s digital economy, data is highly valuable. And, so it seems, is the space needed to house it. This is the assumption, at least, behind a growing roster of institutional investors around the world.
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AnalysisBouwinvest and Man GPM push net-zero agenda in US housing
Net-zero build-to-rent joint venture launched as Dutch investor targets carbon neutrality
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AnalysisUK Solvency II reform must ease real estate requirements – and quickly
Melville Rodrigues argues that reform could free up insurers to help meet levelling-up ambitions
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AnalysisNet zero: Joining the dots between real assets
The January/February 2021 edition of IPE Real Assets explores ESG and net zero
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AnalysisColin Lizieri: NBIM review provides valuable lesson for real estate investors
Norway’s sovereign wealth fund has reviewed its 10-year move into real estate. Colin Lizieri warns against drawing simplistic conclusions
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AnalysisRegulation: Shaping the TCFD metrics for commercial real estate
How should the industry help develop the ‘right’ climate-related metrics for under TCFD guidelines?
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AnalysisLights! Camera! Action! Why real estate is all in for investing in film studios
PwC’s Alexis Crow explores the growing trend of investing in studio space
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AnalysisWill the US market finally open up to infrastructure investors in 2022?
Build Back Better bill hits stumbling block after passing of infrastructure legislation last month
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AnalysisSecond wave of China REITs raise RMB5.1bn despite Evergrande fallout
First two new C-REITs, focused on industrial property and infrastructure, oversubscribed
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AnalysisEditorial: Time to take flight?
The November/December edition of IPE Real Assets focuses on transport infrastructure
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AnalysisAnalysis: Australian super funds forced to disclose unlisted holdings
Industry funds will soon have to disclose their unlisted real assets holdings, but not their individual valuations – for now. Florence Chong reports
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AnalysisCOP26: APG calls for ‘smooth transition’ ahead of built-environment day
Real estate investor to continue to set decarbonisation pace regardless of summit success
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AnalysisRegulatory briefing: What would launching a long-term asset fund entail? [updated]
What would be involved in running the UK’s proposed LTAF vehicle? Melville Rodrigues explains
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AnalysisInfrastructure funds: Picking up the pace in ESG
ESG is becoming front and centre of infrastructure funds – and it’s not only about renewable energy
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AnalysisAnalysis: Berlin housing more likely to see return of rent cap than expropriation
Referendum result could cause review of rules on affordable housing in German city
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AnalysisStockland: The A$11bn REIT planning a major push into capital partnerships
The ‘self-sufficient’ top-five A-REIT pivots to collaborate with global investors under new CEO
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AnalysisWill UK asset holding companies be coming home?
Melville Rodrigues considers whether UK alternative fund managers operating AHCs in the EU will repatriate their AHCs to the UK
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AnalysisEditorial: A tale of many cities
One of the peculiarities of private real estate is its heterogeneity. Unlike many listed markets, it is not homogenous, with each individual asset coming with its own unique risks. You cannot ‘buy the market’ in the same way you can gain a passive beta exposure in listed equities.
