All Real Assets articles in November / December 2020 (Magazine)
View all stories from this issue.
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Special ReportsTop 150 REIM: Any room in the warehouse?
The Top 150 manage more than €4trn in assets, and the fastest growing sector is logistics. Richard Lowe reports
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Special ReportsAircraft leasing: Performance headwinds
Returns from aircraft leasing are expected to drop as rent deferrals, asset re-pricing and obsolescence bite. However, the sector is holding up for now, writes Razak Musah Baba
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Special ReportsAirlines: Surviving the long haul
Airlines have been hit even harder than airports, and have needed propping up. But, asks Florence Chong, for how long?
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Special ReportsAirport infrastructure: Poor visibility
Airports have been hit hard, and institutional owners privately admit they cannot see a recovery on the horizon. Florence Chong reports
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Magazine
KKR: private equity giant with ambitions on real estate [updated]
KKR has broken into the Top 100 following several years of growth, mainly in the US. The ambition for Europe is just as strong, finds Richard Lowe
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InterviewsInterview: Paul Richards, AREF
Brexit is not the biggest challenge for UK real estate managers today, according to AREF’s managing director
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Special ReportsHotels Asia-Pacific: Open for bookings
Hotels in Asia-Pacific have recovered quicker than their European and American counterparts. Florence Chong reports
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InterviewsNick Loup: Asia’s growth story, part two
After 12 years chairing ANREV, the Chelsfield Asia CEO reflects on a region transformed
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MagazineIPSX: Is real estate's new exchange set to transform the asset class?
M7 plans to list two office buildings on IPSX. Does this mark the start of a new global market? Richard Lowe reports
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Magazine
Have diverse boards strengthened REITs?
A new report finds a positive correlation between diverse boards and value
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MagazineWaste and water: Investors to clean up in Brazil?
The government’s new reforms aimed at improving Brazil’s sanitation systems could provide investors with attractive and ESG-relevant returns. Rodrigo Amaral reports
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MagazineReal estate debt: Jumping into the breach
Losses in rental income is putting pressure on the ability to service real estate loans. Can property debt funds take advantage? Jennifer Bollen reports
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Special ReportsHotels US: Not time to check out
Operators are striving to innovate and survive the pandemic, while hotel owners will come under increasing pressure to service debt. Vanessa Drucker reports
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Special ReportsHotels Europe: Closer to home
Hotels in ‘drive-to’ domestic markets have fared better than city destinations that are reliant on international visitors. Vanessa Drucker reports
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MagazinePortfolio: Constructing a transaction-based rent index
Can a transaction-based approach track commercial property rental growth? Malcolm Frodsham and Steven Devaney explore
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Magazine
Digital infrastructure: The need for speed
Lockdowns have boosted the need for digital connectivity in homes. Tim Perry looks at the investment opportunities and challenges arising from the push for faster fibre
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MagazineDiversity, inclusion and the real estate investment management industry
Like most industries, the sector has a diversity problem. Some businesses are pushing for change, writes Maha Khan Phillips
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AnalysisEditorial: The race for a recovery
The first COVID-19 vaccine could be could approved and ready for distribution by mid-December. But for many for many it might still be too late to avoid collapse in the near term
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Special ReportsTravel & Tourism: End of an era
COVID-19 has brought the golden age of international travel crashing down. Will it ever recover? Florence Chong reports
