All Real Assets articles in March/April 2018 (Magazine)
View all stories from this issue.
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Magazine
UK pensions: Major investors in the making
The consolidation of 89 local authority funds into eight pools has yet to transform the way Local Government Pension Schemes invest in real assets, says Brendan Maton
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Magazine
Investor profiles: US
Public pension plans in the US have been some of the biggest allocators to real estate and infrastructure strategies. Jon Peterson and Richard Lowe profile six of the largest
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Magazine
UK housing: Next generation rent
Build-to-rent housing in the UK is growing up fast. And, it is learning tricks from the hotel and student accommodation sectors, says James Duncan
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Magazine
US open-ended property funds: Steady as she goes
The days of strong returns are behind them, but core open-ended property funds in the US are very much active in the market. Christopher O’Dea reports on ‘The Odyssey’ funds
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Magazine
US pension funds get real on returns
US public pension plans have been increasingly adopting real-assets allocation frameworks to boost income. Christopher O’Dea looks at their innovations at a time of growing conservatism
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Magazine
European open-ended funds: Opening up questions
Pricing and transparency issues need to be addressed before Europe’s open-ended property funds market can grow as large as its US counterpart, says Jennifer Bollen
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Magazine
Funds: when open doesn’t really mean open
Open-ended structures are in vogue in real estate, but not in infrastructure. Why the divergence? asks Richard Lowe
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Analysis
Why real estate investors need to understand demographics
People – workers, customers and dwellers – are the fundamental source of demand for real estate, without which it has little value
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Magazine
Demographics US: The Millennial effect
US real estate is going to be transformed by the country’s population of 90m Millennials, writes Christopher O’Dea
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Magazine
Demographics US: Litmus test for specialist laboratories
Specialist office space catering to life-sciences companies and laboratories in the US is benefiting from demographic and technology changes, writes Christopher O’Dea
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Magazine
UK DC pensions: Property’s defining moment
Research shows there is an important role for real estate in UK DC pension schemes, despite structural barriers to growth. Gail Moss reports
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Magazine
Demographics UK: Cross currents
Demographic shifts are not necessarily positive for all sectors. While traditional commercial sectors will need to evolve, alternative and new sectors could flourish
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Magazine
European open-ended funds: Fixing a pricing conundrum
Michael Hornsby updates on INREV Open End Fund Pricing paper
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Analysis
Keep calm and Carillion
The collapse of Carillion should have a limited effect on institutional investment in UK infrastructure. Political uncertainty is a bigger concern
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Analysis
Call the Market: Rate reaction opens REIT opportunity
Real estate stocks have fallen recently. But a misunderstanding of the relationship between REITs and interest rates is creating an opportunity
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Magazine
Listed infrastructure: Bridging two worlds
The concept of blending listed and private real estate is well established. For infrastructure it is a newer, but important, area for debate, as Fraser Hughes and Simon Wilde show
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Magazine
Impact investing: Beyond the financial return
Impact investing in real estate is gaining momentum. Rachel Fixsen looks at today’s market strategies
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Magazine
Demographics Australia: Coming-of-age story
Institutional investment in Australian healthcare property is only just beginning. But the sector is expected to mature quickly. Florence Chong reports
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Magazine
Demographics Asia: Retiring the demographic dividend
The growth of the working-age population has provided a massive boost to the Asia-Pacific economy in recent years. Now those workers are retiring, writes Florence Chong
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Magazine
Demographics Europe: An age-old problem
Europe’s ageing populations have serious implications for real estate investment. Rachel Fixsen investigates how fund managers are responding to the challenge