All Real Assets articles in May/June 2020 (Magazine)
View all stories from this issue.
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InterviewsInterview: Paul Kennedy, JP Morgan
He joins JP Morgan Asset Management at a point of unprecedented uncertainty, but the former ADIA strategist has learnt a thing or two about market cycles
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MagazineNREP: Nordic innovator
Nordic real estate specialist NREP is forging ahead with a number of ESG innovations, from the largest rooftop solar plant to concrete upcycling. Rachel Fixsen speaks to CEO Claus Mathisen
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Special ReportsHealthcare: Vital signs look good for US medical offices
Healthcare systems in the US are being put under strain, but the medical office boom is expected to roll on, writes Christopher O’Dea
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InterviewsTalking Point: Are UK open-ended property funds fit for purpose?
Open-ended property funds in the UK have suspended redemptions once again. Are they fundamentally flawed or simply protecting in vestors at a time of uncertainty? Richard Lowe asks industry experts
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Special ReportsNorthwest Healthcare Properties: Expanding north by NorthWest
NorthWest had been building a global portfolio of private hospitals and healthcare assets when COVID-19 struck. Florence Chong reports
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Opinion PiecesGuest Viewpoint: Peter Hayes, PGIM Real Estate
How can history provide lessons for real estate investors dealing with the current crisis?
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Special ReportsHealthcare: UK real estate in rude health?
UK healthcare real estate is evolving. Smaller sectors, such as life sciences, are offering new ways to access the asset class, while traditional sectors offer longer-term opportunities. Maha Khan Phillips reports
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MagazineValue-Add Real Estate: A European market transformed
European value-add real estate had been top of the list for investors, but the region’s economic outlook has been transformed. Razak Musah Baba checks in with fund managers
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AnalysisEditorial: Real estate faces sweeping changes
For years now, institutional investors have been wondering when the global real estate boom – which has stretched for a good 10 years – would finally come to an end. Downturns are normally precipitated by something unexpected, and the industry has been scouring the horizon for potential black swans. Brexit and a global trade war had been looking like the most likely culprits, but these dangers had been visible for some time.
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MagazineCEE real estate: Can the region weather the storm?
Real estate in the CEE region has compelling fundamentals. But the full impact of the COVID-19 crisis remains to be seen, writes Maha Khan Phillips
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Special ReportsHealthcare: Surprise bill for private equity
Institutional capital has been flowing into the US healthcare sector through private equity funds. But there has been pushback, writes Florence Chong
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AnalysisGreen Street: Are there bargains to be had in European REITs?
European listed property companies have fared worse than the broader stock market, and they offer interesting entry points
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Special ReportsGeorg Inderst: Social infrastructure, the Cinderella of the asset class
The COVID-19 crisis has exposed the chronic underinvestment in social infrastructure. Institutional investors could, and should, respond
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MagazineValue-Add Real Estate: APAC managers face big test
Some value-add fund managers have built up a track record in Asia-Pacific. They now face a tough test, writes Florence Chong
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AnalysisAnalysis: Testing times for infrastructure
Infrastructure is often marketed as a stable and secure asset class. COVID-19 is putting the reputation to the test
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MagazineGreenfield infrastructure: investor appetite goes from red to amber
The vast majority of institutional capital allocated to infrastructure has been directed to brownfield assets. But greenfield is starting to figure, writes René Lavanchy
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MagazineShamez Alibhai: UK housing needs constructive capital
The COVID-19 lockdown is likely to worsen the UK’s housing crisis. Socially responsible capital should address this through collaboration, writes Shamez Alibhai
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AnalysisAnalysis: Ain’t nothing going on but the rent
Today’s crisis is striking at the heart of the real estate rental income, an asset class renowned for its stable cash flows
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MagazineCatella and Elithis are building energy-positive housing across Europe
Catella and Elithis plan to put electricity back into the grid by building energy-positive housing across Europe. Rachel Fixsen reports
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AnalysisAnalysis: What are REITs saying about private real estate?
Listed real estate’s recent wild ride offers clues to where private-asset values are headed
