Latest Analysis – Page 9
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Analysis
UK election: Short-term boost for real estate, but questions remain
Real estate fund managers cautiously welcome Conservative majority in
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Analysis
Editorial: Doing more with fewer real estate managers
Bayerische Versorgungskammer (BVK) is Germany’s largest pension fund and it is growing. The €69bn institution receives capital inflows of about €4.4bn each year, while paying out €3.2bn in annual pensions.
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Analysis: UK general election and real estate
The UK is due to head to the voting booths once again on 12 December. What this means for real estate investors is as unclear as ever
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L&G's Rob Martin on populism, capitalism and real assets
The rise of populism has prompted calls for a remodelling of capitalism. Real assets investors need to respond by making significant changes themselves
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Analysis
Interview: Shinji Kawano, Tokio Marine
The Japanese fund-of-funds manager is looking overseas for local specialists
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Analysis
Is infrastructure too expensive? In a word, no
There is an unprecedentedly large volume of capital earmarked for unlisted real assets, but the common observation today is that the markets are too expensive
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Analysis: Overdue fix for Swiss investment foundations [corrected]
Restrictions on vehicles used by pension funds finally being lifted
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Is infrastructure on the right track?
Infrastructure fund managers had a record fundraising year in 2018 – and according to Preqin, 2019 could be even bigger. Although capital raised in the second quarter of this year was lower than it was in Q1, infrastructure was the only private capital asset class to see fund closures accelerate between March and June.
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Analysis
US infrastructure plan: Roadkill
It was the one area expected to attract bipartisan support. But the US’s desperately needed infrastructure plan has fallen victim to political gridlock, says Christopher O’Dea
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Analysis
Are European sale and leasebacks about to take off?
With the launch of LeadCrest and a large transaction by Income Realty, the European sale-and-leaseback market suddenly got busier. Rachel Fixsen reports
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Analysis
Coming soon: global open-ended funds
Why the emergence of global, open-ended core funds might be more than just a pipe dream. Richard Lowe reports
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Analysis
The runaway success of residential
The latest figures from the UN put the world’s population at 7.7bn. This is expected to increase by a further 2bn by 2050 before reaching 11bn by the end of the century. Retail property might be suffering the effects of modern (online) shopping habits, but demand for housing is only going to get stronger.
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Norway’s oil fund changes course
Norges Bank is moderating its real estate ambitions while opening up to unlisted renewables. Rachel Fixsen explores what is happening at the sovereign wealth fund
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Keep pace with technology
Tom Arnold, the global head of real estate at Abu Dhabi Investment Authority (ADIA), recently travelled to China where he met officials at Alibaba.
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The challenge of putting ESG into practice
Fund managers and investors call on the real estate industry to provide better ESG data
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Analysis: Can America build bridges (and roads)?
The need to rebuild everything from roads to airports is one thing both parties in America’s divided political culture agree on
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Analysis
Triple Point courts investors for UK district heating
When Triple Point Investment Management won the contract to be the delivery partner for the UK government’s investment in heating networks, project director Ken Hunnisett realised much of the hard work had already been done.
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The power of connections
The average Wi-Fi speed across 67 European cities is 24mbps. But where can you get the fastest downloads?
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Analysis
Analysis: What the crisis surrounding IL&FS means for Indian infrastructure
Could India’s largest infrastructure lender be forced to sell assets?
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Is the latest round of M&A a signal?
Real estate is often said to be a long-term, buy-and-hold asset class for institutional investors. But the success of investments invariably comes down to getting the timing right.