All Real Assets articles in March/April 2018 (Magazine)
View all stories from this issue.
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AnalysisInterview: Naïm Abou-Jaoudé, Candriam/New York Life
New York Life’s Candriam has bought a 40% stake in UK-based real estate manager Tristan Capital to expand its presence in alternatives assets
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MagazineDemographics Asia: Opportunity in adversity
Retirement housing markets in Asia-Pacific are diverse and hard to access, but the opportunity is difficult to ignore. Florence Chong reports
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MagazineDemographics Africa: Follow the people
If population is the ultimate source of demand for real estate, should long-term global investors be allocating to Africa? Christopher O’Dea reports
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MagazineAfrican real estate funds: An overlooked sector
African real estate funds have struggled to raise as much capital as private equity and infrastructure vehicles in the region. Johanna Monthe, Jonathan de Lance-Holmes and Nicole Paige investigate why
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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
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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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MagazineDemographics 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
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
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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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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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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Magazine
European open-ended funds: Fixing a pricing conundrum
Michael Hornsby updates on INREV Open End Fund Pricing paper
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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
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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AnalysisWhy 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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MagazineDemographics 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
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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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
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
