All Real Assets articles in March / April 2021 (Magazine)
View all stories from this issue.
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MagazineFranklin Templeton: COVID-19 exposes the cracks in social infrastructure
Social infrastructure impact investors could help to bridge the ever-widening investment gap
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Special Reports5G: Investors fail to connect
The technology has huge promise, but 5G is yet to represent an institutional investment opportunity, writes Razak Musah Baba
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Special Reports
Proptech: Get ahead of the curve
Real estate managers are investing in proptech to position themselves for the future, writes Maha Khan Phillips
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InterviewsInterview: Aldo Mazzocco, Generali Real Estate
Aldo Mazzocco (pictured), the CEO of Generali Real Estate, outlines the company’s strategy in light of COVID-19. Interview by Carlo Svaluto Moreolo
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AnalysisAnalysis: Oxford Properties flexes its M&A muscles
After years of evolving its approach to global real estate, Oxford Properties takes a bite of the investment management pie. Richard Lowe reports
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MagazineReal assets multi-managers innovate for smaller investors
Smaller investors risk being squeezed out of increasingly competitive real assets markets, but investment managers are coming up with solutions. Richard Lowe reports
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Special ReportsFibre networks: Testing the bandwidth
Investors are rushing to invest in fibre networks, but does the sector have the capacity for so much capital? Razak Musah Baba reports
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Special ReportsProptech: Beyond the spreadsheet
Real estate can be somewhat of a laggard when it comes to technology. But COVID-19 is accelerating the proptech revolution, writes Maha Khan Phillips
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Special ReportsTechnology: Data demand drives digital infrastructure boom
There is no doubt that we are all spending more time in front of screens and COVID-19 lockdowns have only intensified this trend. The implications have not been lost on institutional investors. This report looks at the growth in data centres, perhaps one of the best examples of a real asset that sits squarely in the concentric circles of real estate and infrastructure. We also assess investment opportunities in other technology sectors including fibre networks, 5G and hydrogen technology, and analyse how technology is impacting the logistics and office sectors.
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Special ReportsLogistics technology: Metal box clever
They might look boring on the outside, but there is a huge amount of technological innovation taking place inside logistics buildings. Florence Chong reports
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Special ReportsHealthy buildings: Fit for purpose
COVID-19 has highlighted the importance of health in office buildings. Fortunately, the technology to support this already exists. Vanessa Drucker reports
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Special ReportsInterview: Ryan Williams, Cadre
Stephanie Schwartz-Driver speaks to Ryan Williams (pictured), who launched US proptech company Cadre when he was in his 20s
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InterviewsInterview: Rob Sim, Europa Capital
Europa Capital is a household name in European value add. Rob Sim talks about its move into core property markets
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Special ReportsData centres: Get your head in the cloud
More data centres are needed to satisfy the world’s constant appetite for digital services. Investors are moving quickly to download the returns, writes Florence Chong
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Special ReportsPrivate debt: Crowded space for COVID opportunities in US real estate
Significant capital has been raised for US real estate debt funds, but an anticipated glut of opportunities has not materialised. Rachel Fixsen reports
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Special ReportsQ&A: Dean Hopkins, Oxford Properties on technology
Dean Hopkins (pictured), the former CEO of scale-up innovation hub OneEleven, was appointed COO of Oxford Properties in 2019 as the real estate arm of OMERS adopted a digital-first strategy. Interview by Vanessa Drucker
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Special ReportsPrivate debt: Everyone wants to be a lender
Institutional investors have been piling into private debt, and real assets form an important part of the story. Rachel Fixsen reports
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Special ReportsPrivate debt: Infrastructure funds prospered through lockdown
Infrastructure debt funds have continued to grow despite the COVID-19 pandemic. Jennifer Bollen reports
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Special ReportsInvestment: Private debt
Private debt has been increasingly sought after by pension funds and other institutional investors and the arguments for including real estate and infrastructure in private-debt allocations appear to be strong. In this report, we analyse why institutional investors are increasing allocation to real assets private debt. We also look at current opportunities in US real estate debt, and find out why infrastructure debt funds have continued to grow despite the pandemic.
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AnalysisEditorial: Digital income streams
There is no doubt that people are spending more time in front of screens and – as with so many things – COVID-19 lockdowns have only intensified the phenomenon.
