Analysis

Thought-provoking, critical analysis of the big issues and latest developments for real assets professionals from industry insiders and IPE’s reporters

Natural capital sees growth while real estate wilts

IPE Real Assets January/February 2024: Natural capital sees growth as real estate wilts

January/February 2024 (Magazine)By

The outlook for real estate markets in 2024 is mixed, at best. The hope is it won’t be as bad as last year, when the asset class experienced varying degrees of repricing across the globe. As Tom Leahy, head of EMEA real assets at MSCI Real Estate Research, quips, “2023 has not exactly been a vintage year for real estate”.

The decline of open-ended property funds is creating a “PR disaster” for the asset class, one consultant says

Real estate 2024 outlook (part two): Interest rates, sectors and asset allocation

2023-12-22T13:05:00+00:00By Christopher Walker

Outlook for real estate depends on central banks, sector differentiation and wider asset allocation forces

Global Tower - Frankfurt

Real estate 2024 outlook (part one): Things can only get better?

2023-12-21T14:13:00+00:00By Christopher Walker

It has been a year to forget for investors. Christopher Walker reviews what 2023 means for real estate markets in 2024

Hornsea 2

Analysis: Has wind power peaked for institutional investors?

2023-11-03T15:20:00+00:00By Christopher Walker

Turbine developers battle financial headwinds and investors face lower returns

The Stage, a mixed-use development in London’s Shoreditch

Analysis: Banking on a private debt boon

January/February 2024 (Magazine)By

Fund managers have been positioning themselves for a private debt expansion. Lauren Mills asks are they right and will 2024 be a golden year for institutional lending?