All Real Assets articles in May/June 2025 (Magazine)
View all stories from this issue.
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Special Reports
What rising vacancies mean for US life science real estate market
Rising vacancy rates across the main US life science hubs do not tell the full story of an increasingly polarised market. Virna Asara reports
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Analysis
US energy sector shows staying power
Amid the upheaval from new US policy, Christopher Walker finds investors hopeful that favourable secular trends will ultimately prevail in the energy sector
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Opinion Pieces
Light at the end of the tunnel for UK infrastructure?
Infrastructure investors should be keeping a close on the UK with newer, more diverse opportunities likely to emerge, writes Leigh Hazelton
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Analysis
Real estate debt versus equity: stick or twist?
As European real estate moves into a recovery phase, investors might be expected to move out of debt and return to equity. Not necessarily, writes Virna Asara
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Analysis
Is infrastructure debt a tariffs safe haven?
As the world reels from global market uncertainty, infrastructure debt funds are emerging as a relatively stable alternative to mainstream investments, reports Lauren Mills
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Special Reports
Home turf prevails over cross-border real estate for Danica Pension
Denmark’s second-biggest pension fund is maintaining a domestic focus for the time being as market recovery generates new opportunities. Pirkko Juntunen speaks to Michael Nielsen
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Special Reports
Life science real estate evolves from labs to urban innovation clusters
European life science real estate is evolving from the provision of high-spec lab facilities to the creation of urban innovation clusters. Virna Asara reports
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Special Reports
City in focus: Copenhagen, the Nordic urban hub
Denmark strives to combine a liveable capital city with a circular economy, writes Isobel Lee
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Special Reports
City in focus: the next chapter in Manchester's history of innovation
Manchester has been dubbed UK’s ‘second technology city’, but its mayor wants it to become the ‘smartest city’. Isobel Lee reports
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Special Reports
Connecting continents: Keppel’s deep dive into subsea cables
Florence Chong speaks to the CEO of the Singapore fund manager that invests in subsea cables alongside data centres
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Special Reports
Data centres: Build it and (regulators) will come
Data centres’ high energy consumption is attracting the attention of regulators in Europe and the US, but with radically different outcomes. Christopher Walker reports
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Interviews
Bouwinvest targets international investors for next phase of growth
Amid changes in the Dutch pensions industry, Bouwinvest has big plans to attract international investors. Christopher Walker speaks to CEO Mark Siezen
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Special Reports
Border to Coast Pensions: Gaining scale for real estate at the right time?
The asset manager of 11 UK local authority pension funds is preparing to expand just in time for a market recovery. Richard Lowe speaks to Alistair Smith
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Special Reports
Power to the processors: data centre boom continues post-DeepSeek
Investors are moving beyond the ‘DeepSeek moment’ to grappling with the energy challenges of the data centre boom. Christopher Walker reports
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Special Reports
Boston Consulting backs growth outlook for data centres
The latest infrastructure report from Boston Consulting shows how a ‘perfect storm’ is brewing in data-centre investment. Christopher Walker speaks to author Alex Wright
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Special Reports
City in focus: Austin, the Texan tech rival
Austin offers the advantages of tech epicentre Silicon Hills with a low tax environment and high quality of life. Isobel Lee explores
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Special Reports
APG’s real estate arm seeks stability in a shifting global landscape
The Netherlands’ largest pension fund is looking to invest more in real estate this year, despite geopolitical uncertainty. Richard Lowe speaks to Rutger van der Lubbe
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Special Reports
Ilmarinen looks to real estate debt amid market volatility
Finnish pension insurer Ilmarinen has increased its exposure to real estate debt to tide it over uncertain times, Mikko Antila, head of international real estate, tells Pirkko Juntunen
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Special Reports
Tech and the city: AI and growing urban competition for talent
How are cities harnessing AI to win the race for tech-forward businesses and talent? Isobel Lee investigates