All Real Assets articles in May 2011 (Magazine)
View all stories from this issue.
-
Magazine
On the road to recovery
Funds round-up The real estate capital raising market continues to be nursed back to normality. It is not yet fully recovered, but the growing number and variety of successful launches suggest it is moving in the right direction. Richard Lowe reports
-
-
Magazine
Balance sheet balancing act
Transparency and consistency are the driving changes to lease accounting but the impact on tenants and the appetite for leasing arrangements will be significant, likewise the supply and quality of opportunities. Christine Senior reports
-
Magazine
Who’s afraid of Solvency II?
As the countdown to Solvency II begins, the general consensus among institutional investors is that the new regime that comes into force in December 2012 will have few adverse effects on real estate investment as it is not directly aimed at the asset class. The feeling is that in the ...
-
Magazine
A class apart
With core in short supply and overpriced, multi-family has become the firm favourite. Other residential sub-sectors are also looking strong, as Stephanie Schwartz-Driver reports
-
Magazine
Varied appetites as regulation looms
Investment activity by insurance companies has been hit hard by uncertainty over Solvency II, but many pension funds are showing a healthy risk appetite and are enjoying more choice and better terms, as Gail Moss reports
-
Magazine
Awkward fit?
Is real estate losing its status as the default alternative within multi-asset portfolios? Shayla Walmsley talks to two pension funds with very different multi-asset approaches, and a consultant who believes that, at least for pension funds, property has probably had its day
-
Magazine
Breaking down barriers
Secondary market trading portal PropertyMatch is -expanding into continental Europe, but given that the region is dominated by closed-end funds and that trading is much more complex, what scope is there for this instrument of liquidity? After all, a closed end fund is exactly that – closed. Christine Senior reports
-
Magazine
Go boldly, tread carefully
Investors in residential would do well to consider opportunities globally but, as Gail Moss reports, the picture is very mixed, not least in Asia
-
Magazine
Horizons broadening
As China and India continue to power ahead, introducing the REIT framework will help boost transparency and liquidity. Pirkko Juntunen reports
-
Magazine
Business as usual?
The US is leading the CMBS recovery, with a significant increase in activity this year, while larger, more complex multi-borrower structures are making a comeback. Lynn Strongin Dodds reports
-
Magazine
A strengthening case
Real estate investment remains strong, due partly to inflation concerns, says Frank Schnattinger, who presents findings from his latest survey of German investors
-
Magazine
Choice reaches new milestone
The reporting best practice Non-listed funds’ transparency improved strongly last year but there is still room for improvement. Andrew Mituzas reports
-
Magazine
Who’s your daddy?
Portfolio listed REITs, although increasingly popular among institutional investors, are mostly held by only a few institutional blockholders. So what effect does this clustering have on REIT stock price performance? Dirk Brounen, Nils Kok and David Ling report
-
Magazine
Deflated expectations
Recent evidence that property doesn’t necessarily offer an inflation hedge is getting through to pension funds, says Shayla Walmsley
-
MagazineDisequilibrium threatens
Do rising bond yields threaten property yields? If interest rates rise in line with forecasts we will see reverse yield gaps in several European cities, says Sotiris Tsolacos
-
Magazine
Tangible distinction
Property businesses that use swaps to hedge interest rate or other risks must not ignore the European Market Infrastructure Regulation, as Peter Cosmetatos explains
-
Magazine
Diverging markets
The communist legacy in the CEE is passing into history, but the degree to which real estate markets have made the transition to maturity from an investment perspective varies, says Jeremy Birkett-Jones
-
Magazine
Dress rehearsal
The FSA Remuneration Code has raised barely a ripple among UK investors. It is just a dry run for the real thing. Shayla Walmsley reports
-
Magazine
The dynamics of expansion
The risk that interest rates will return to the historical -average is the only cloud on an otherwise bright horizon for US real estate, says Randy Mundt



