All Real Assets articles in November 2008 (Magazine) – Page 2
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MagazineInflation control
Investors must focus on income and indexation to maintain real estate’s inflation hedging role in their portfolios. They must also note that its hedging potential is not universal, as Ulrich Braun reports
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MagazineIncomes and outcomes
As the outlook for rental growth from commercial UK real estate weakens so the income component of investors’ portfolio return increases in importance, as Malcolm Frodsham explains
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MagazineIt all comes down to relationships
A focus on good tenant relations drives alpha. This might seem obvious enough, yet not all industry players are realising its potential as a competitive differentiator, say Howard Morgan and Paul Mitchell
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MagazineIt takes two to tango
Do not forget supply as a driver of real estate returns. If you like the look of a market make sure you know its planning regime and the associated risks, says Paul Cheshire
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MagazineExchange and market
When hedging we must understand that the contribution of currency market fluctuations to return volatility varies significantly by location. Colin Butkus and Michael Hakim report
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MagazineMore haste,less speed
Development activity has slowed as liquidity has dried up. But for those that continue to invest at this end of the spectrum assessing risks has never been more important, says Daniel Henn
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MagazineMeet me in the middle
The liquidity crisis has opened a window of opportunity in mezzanine debt where investors can get equity-style returns without taking equity-style risk, as Adam Calman reports
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MagazineMarket wrongs and EU REITs
Is it time to give up on a pan-European REIT? Shayla Walmsley considers the arguments
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Magazine
Desperately seeking meaning
The events of October took everyone by surprise, showing that you cannot rely on experience or intuition in this market. Stephanie Schwartz Driver looks for some pointers
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MagazineDriving Alternatives
During the boom property stocks on AIM performed well relative to the market generally but since the downturn started they have also seen the heaviest falls. Graeme Newell reports
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MagazineThe price is right?
The fund of funds sector is growing and attracting a wider range of investors. But, as Richard Lowe discovers, the issue of cost and how this affects performance concerns pension funds
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MagazineOpportunity knocked?
In difficult times there is usually no shortage of predatory funds waiting to snap up a distress sell or to spot a niche opportunity. But with liquidity all but dried up, Mark Faithfull asks: is there anyone lending?
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MagazineBaby boomer or enfant terrible?
Infrastructure is still a young asset class, but it has the potential to grow bigger than private equity or even real estate. First, though, it must attract sceptical investors Richard Lowe reports
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MagazineFilling the void
The absence of an unlisted index has been one of the biggest obstacles for institutions wishing to invest in infrastructure. But this will not be the case for very long, says Richard Lowe
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Magazine
On the right path?
A dearth of data on the risk-return profile of infrastructure is leaving investors with more questions than answers in assessing this diverse investment class, says Georg Inderst
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MagazineComing of age
Infrastructure is considered by some as a subset of real estate, and by others as part of their private equity allocation or ‘alternatives’ bucket. Christine Senior looks at how increasingly investors treat it as a asset class in its own right
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MagazineThe ‘raspberry ripple’ effect
There is no shortage of pension schemes looking to invest in infrastructure, so where are the funds to meet the demand? Shayla Walmsley investigates
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MagazineLook and learn
Working alongside fund managers allows pension schemes to build up in-house infrastructure expertise, APG’s Robbert Coomans tells Shayla Walmsley
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Magazine
Close to home
‘We can’t buy an airport,’ KBC’s Edwin Meysmans tells Shayla Walmsley. It seems European infrastructure funds are the next best thing
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MagazineHere comes the sun
Could infrastructure be the silver lining in the tumult that is the global financial crisis? Ian Cundell explores the opportunities for investors at a time when traditional asset classes are clouded in pessimism
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