All Real Assets articles in May 2011 (Magazine) – Page 2

  • Magazine

    ‘Fluffy’ investors learn hard lesson

    May 2011 (Magazine)

    Family offices are an eclectic bunch of investors with many differing views on real estate allocation. But post downturn, a common trend can be seen in the shift from complex products to something more tangible and transparent, as Christine Senior reports

  • Magazine

    Let it flow, let it flow

    May 2011 (Magazine)

    The US has become more popular with European investors but protectionism – or the perceived threat of protectionism – will stem foreign investment in US real estate just when it is most needed. Sam Chandan reports

  • Magazine

    Fleet of foot

    May 2011 (Magazine)

    Asset selection Investors can turn inflation to their advantage but they need to implement new -strategies and act quickly, say Martin Eberhardt and Sigrun Lüttringhaus

  • Fit for purpose
    Magazine

    Fit for purpose

    May 2011 (Magazine)

    Asset selection Property can provide an effective hedge against inflation but to do so it must possess key -attributes, as Nick Winsley explains

  • Magazine

    Institutional exodus

    May 2011 (Magazine)

    Ten funds are frozen and three are to be liquidated, while the government has sought to bring stability via rules that favour private investors.Richard Lowe considers whether the German open-ended fund sector will remain viable

  • Magazine

    Manager viewpoint: The shining example

    May 2011 (Magazine)

    It is the “comeback of the year”. The hitherto “sick man of Europe” is healthier than ever, and is now top of all real estate investors shopping lists – Germany is “in”. Figures, headlines and surveys point towards a buoyant economy – businesses, manufacturers, Mittlestand, consumers etc. – everyone is ...

  • Magazine

    Investor viewpoint: Timing is everything

    May 2011 (Magazine)

    The pension fund for doctors in the North Rhine-region (NAEV) has an alternative portfolio with a heavy bias to real estate diversified beyond Germany and Europe, including Asia.

  • Magazine

    Manager viewpoint: Momentum returning in Europe

    May 2011 (Magazine)

    As an asset class, residential real estate has become more attractive across Europe. That said, for the majority of current leads, the maxim is “Back to the old markets.” It is important to note European residential real estate markets manifest four cross-border trends at the moment that will influence developments ...

  • Magazine

    Empower the investor

    May 2011 (Magazine)

    Private equity real estate needs a hefty dose of Darwinism, according to Ian Laming

  • Magazine

    Emerging potential

    May 2011 (Magazine)

    ASian markets A shortage of CPI-based rental indexation and the role played by market authorities in controlling real estate markets make real estate in Asia less potent as an inflation hedge than it is in the west, but only in the short term, as Patrick Lecomte reports

  • Magazine

    Rising in the East

    May 2011 (Magazine)

    Investments in Asian non-listed property funds are expected to increase as growing confidence and maturity go hand in hand. Clara Lee presents the results of the fourth ANREV survey

  • Magazine

    The dynamics of expansion

    May 2011 (Magazine)

    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

  • Magazine

    Dress rehearsal

    May 2011 (Magazine)

    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

    Diverging markets

    May 2011 (Magazine)

    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

    Tangible distinction

    May 2011 (Magazine)

    Property businesses that use swaps to hedge interest rate or other risks must not ignore the European Market Infrastructure Regulation, as Peter Cosmetatos explains

  • Disequilibrium threatens
    Magazine

    Disequilibrium threatens

    May 2011 (Magazine)

    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

    Deflated expectations

    May 2011 (Magazine)

    Recent evidence that property doesn’t necessarily offer an inflation hedge is getting through to pension funds, says Shayla Walmsley

  • Magazine

    Who’s your daddy?

    May 2011 (Magazine)

    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

    Choice reaches new milestone

    May 2011 (Magazine)

    The reporting best practice Non-listed funds’ transparency improved strongly last year but there is still room for improvement. Andrew Mituzas reports

  • Magazine

    A strengthening case

    May 2011 (Magazine)

    Real estate investment remains strong, due partly to inflation concerns, says Frank Schnattinger, who presents findings from his latest survey of German investors