All Real Assets articles in May 2009 (Magazine)
View all stories from this issue.
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MagazineDangerous incisions
Fund managers are under pressure to cut costs in the current climate, but how expendable are client service staff compared with investment staff and analysts? Christine Senior reports
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Magazine
No going back
The message from the PREA spring conference is that while recovery is on the horizon, progress will be slow and painful. Although real estate will retain its central role in investment, there will be a return to fundamentals. Stephanie Schwartz-Driver reports
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MagazineRinging the changes
INREV revealed last month that total returns for European non-listed funds were deep in negative territory. But the big story at the annual conference in Athens came from investors calling for changes. Richard Lowe reports
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MagazineIn a sober mood
This year’s MIPIM convention in Cannes was a smaller and far more sober affair than last year’s. Richard Lowe reports from the Mediterranean sun on an industry that looks to have come to terms with its problems
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MagazineBuilding ‘Chong’
IPD faces many challenges in rolling out its real estate indices in Asia. Building trust is one of its biggest, as Kevin Swaddle explains
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MagazineDynamism Down Under
Sydney real estate is not immune to the current financial crisis and market downturn. But local advisers point to signs that suggest it can emerge strong. Paul Benjamin reports
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MagazineSeoul survivor
Export powerhouse South Korea is surviving the real estate downturn better than many other Asian economies, but prospects vary markedly by region. Mark Faithfull reports
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MagazineLost in translation
Japanese banks may have been better prepared for the global downturn than their western counterparts, but outside capital Tokyo the mood is distinctly gloomy. Mark Faithfull reports
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MagazineImporting a recession
Mexico’s dependency on the US makes it vulnerable to a US-led recession while Brazil can fall back on a strong internal market. Yet both countries will benefit from a growing middle class with money to spend. Stephanie Schwartz-Driver looks at the opportunities this will create
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MagazineGetting defensive
Investment activity in the European retail sector, while down, is holding up well relative to the commercial property market as a whole. Lynn Strongin Dodds investigates retail’s potential to ride the current storm
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MagazineStrategic landing
With land prices and competition down, it might be a good time for investors to secure strategic land assets with a view to selling them on in the medium term. Kerrie Shaw reports
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MagazineOrder from chaos
The global financial crisis is putting the Asian real estate industry under unparalleled strain. But the crisis could ultimately result in a strengthening of governance and transparency in the region. Kristen Paech reports
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Magazine
No simple solution
US government intervention intended to help the CMBS markets to start to move again could be hindered by the sheer complexity of the sector. Stephanie Schwartz-Driver reports
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MagazineSpeaking a common language
The adoption of IFRS in the US will have significant ramifications for the way investors evaluate their opportunities, says Robert O’Brien
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MagazineScarred for life?
US REITs have taken a battering. With historically low share prices, do they represent a rare buying opportunity or are their problems permanent? Stephanie Schwartz-Driver reports
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Magazine
Walks like a duck
Can property derivatives be viewed as public equity real estate investment, like REITs? Only if they are valued daily, writes Jose Luis Pellicer
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MagazineRight tool, right job
It may take some time before the property derivatives sector reaches critical mass. But Will Robson is encouraged by steps being taken and believes it can become an integral part of the industry
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MagazineFight or flight
The market correction has prompted polarisation of risk appetite among investors: some favour safer core investments, others prefer potentially high-risk distressed opportunities. David Skinner explores what this means for the market
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MagazineTaking stock
ING Real Estate is battening down the hatches, focusing on core areas of business and looking after existing investments. Richard Lowe speaks to George Jautze about the challenges ahead
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MagazineWiden your horizon
Debt strategies are often off the real estate investment radar of pension funds. But they can be less risky than core equity strategies, says Ethan Penner
