All Real Assets articles in November / December 2021 (Magazine)
View all stories from this issue.
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Special ReportsTransport: Roads to recovery
The pandemic hit transport assets hard in 2020, but a revival of varying speeds is now underway. In this report we look at the outlooks for airports, aircraft leasing, toll roads, ports and shipping, rail, and electric-vehicle infrastructure
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Special ReportsToll roads: Stay in lane
Toll roads have recovered after the initial effects of COVID-19. Florence Chong reports on a surprisingly resilient sector
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Special ReportsShipping: Join the queue
A perfect storm of booming demand, port backlogs and labour shortages is creating challenges for shipping. Christopher Walker reports
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Special ReportsRail: Essential for sustainable mobility
Infrastructure investors can play a central role in funding the expansion and greening of rolling stock
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AnalysisEditorial: Time to take flight?
The November/December edition of IPE Real Assets focuses on transport infrastructure
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MagazineInfrastructure REITs: Getting IIT done
Biden’s once-in-a-generation infrastructure plan puts infrastructure investment trusts in the spotlight. Fraser Hughes and Ben Morton report
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Special ReportsOpportunistic real estate: Where is the distress?
Much opportunistic capital has been raised, but has COVID-19 generated sufficient opportunities? Vanessa Drucker speaks to leading fund managers
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Opinion PiecesGuest view: Wooden real estate construction evolving fast
The European wooden-construction sector is evolving rapidly, write Beata Rantaeskola, Olli Haltia and Miikka Pesonen
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Special ReportsCase study: Montreal’s Reseau Express Metropolitan
Canadian institution CDPQ is funding the C$6.9bn project to build a light-rail network
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Special ReportsPorts: No longer first port of call?
Recent disruption has highlighted that some ports need significant investment to keep up with the competition. Christopher Walker reports
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MagazineREITs: Booster year for UK self-storage
COVID-19 has driven record demand in the under-supplied self-storage sector. Martin Gilbert considers its diversification benefits
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Opinion PiecesGuest view: Why REITs beat closed-ended private real estate funds
Head to head, REITs win over closed-ended private real estate funds, write Thomas Arnold, David Ling and Andy Naranjo
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InterviewsIMCO: The Canadian investor with grand designs on battery storage
C$73bn institution zeroes in on technology in bid to tackle global energy transition
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Opinion PiecesGuest view: The growing appeal of listed infrastructure
The attributes of listed infrastructure make it an attractive investment in a period of rising inflation, say Anish Butani and Gerald Wu
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Special ReportsEV infrastructure: Anyone got a charger?
The adoption of electric vehicles is growing fast, but the infrastructure needed to power them is playing catch-up. Florence Chong reports
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AnalysisAnalysis: Australian super funds forced to disclose unlisted holdings
Industry funds will soon have to disclose their unlisted real assets holdings, but not their individual valuations – for now. Florence Chong reports
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Special ReportsAnalysis: Do the biggest real estate managers pose systemic risk?
Does ‘herding’ by the largest real estate managers pose systemic risk? Russell Chaplin (pictured) explores
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Special ReportsAirports: In for the long haul
They have been hit the hardest, but does a multi-billion-dollar takeover mark the start of a recovery for airports? Florence Chong reports
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Special ReportsAircraft leasing: Capital flight
The drop in air travel has affected airlines and aircraft lessors. But the aircraft leasing market is set to grow in the coming years, writes Razak Musah Baba
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Special ReportsTop 150: Interviews with Blackstone, PGIM and BentallGreenOak
The Top 150 manage €4.9trn in assets, but continuing the growth is not straightforward. Richard Lowe reports
