All Real Assets articles in November/December 2024 (Magazine)
View all stories from this issue.
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Analysis
Nearshoring: Mexico takes a lead in logistics and manufacturing
Florence Chong speaks to Andrew McDonald-Hughes about the ascent of Mexico as a manufacturing and export hub
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Special Reports
LGIM: Streamlined for growth
Legal & General merged its investment arms this year. Christopher Walker asked Bill Hughes what this means for the group’s real estate business
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Analysis
European Real Estate Forum's Jeff Rupp on giving the industry a say in regulation
EREF brings together 48 organisations to give the European real estate industry a singular voice. Christopher Walker speaks to founder Jeff Rupp
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Special Reports
Logistics developer Panattoni moves into fund management
One of the largest logistics developers is moving into the lucrative investment management business. Christopher Walker speaks to new hire Nick Preston
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Analysis
Onshoring: Geopolitics, deglobalisation and the implications for logistics
Geopolitical uncertainty and deglobalisation is prompting a reconfiguration of global supply chains – with implications for logistics real estate. Florence Chong reports
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Special Reports
PGIM: From demographics to data
After calling the bottom of the market, PGIM is focusing on demographics, digitalisation, decarbonisation – and data. Richard Lowe speaks to co-CEO Cathy Marcus
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Special Reports
Cohen & Steers: REIT champion embraces private markets
Cohen & Steers is seeking to take the benefits of a dual private-listed approach to new and old investors. Christopher Walker speaks to new CEO Joe Harvey
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Analysis
Opportunities for data centre investment in the face of growing demand
Tania Tsoneva assesses the opportunities and challenges posed by data-centre investment today
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Interviews
Gresham House's Olly Hughes makes the case for sustainable timber
The Gresham House managing director warns against overlooking sustainable timber amid today’s new wave of natural capital. Interview by Lauren Mills
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Analysis
London: Things can ony get better for commercial real estate
Its viability as a commercial hub was undermined in the aftermath of Brexit and the pandemic. But now, writes Maha Khan Phillips, London could start to embrace its full potential
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Special Reports
ESR begins the next chapter
After years of M&A activity, the Asia-Pacific logistics specialist is preparing for its next period of growth under new owners
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Special Reports
Small is beautiful: opportunities for new boutique managers in real estate
Are the raft of new boutique investment managers better placed to capitalise on major shifts taking place in real estate? Lauren Mills explores
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Analysis
The Big Story: Trump's re-election and the outlook for real assets investment
What will Donald Trump’s second term as US president mean for real estate and infrastructure? Christopher Walker investigates
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Analysis
Deglobalisation and real assets investing
Cracks in the post-war world order are prompting investors to start thinking about the future of global real assets investing. Florence Chong reports
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Analysis
Should London emulate Amsterdam and embrace doughnut economics?
Real estate veteran Chris Brown is leading something of a citizens’ crusade to get London to adopt Amsterdam’s commitment to doughnut economics. Christopher Walker reports
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Analysis
Airport investments return along with rising passenger numbers
Air travel has rebounded since the global pandemic, and airports are once again changing hands. Florence Chong reports
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Analysis
Data centres turn to nuclear to feed the power demand of AI
AI is so power-hungry that tech companies are turning to nuclear to power their data centres. Florence Chong reports on the new data-energy race
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Special Reports
Blackstone: The challenge of staying ahead of the market
James Seppala tells Richard Lowe that today’s market environment calls for conviction, scale, data and an understanding that cost of capital has changed
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Analysis
Addressing the demand for European residential real estate funds
People, government and investors all want more housing. Christopher Walker explores the growing market for European residential funds
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Opinion Pieces
IPE Real Assets November/December 2024: Geopolitics adds to market recovery complexity
This year’s PwC and Urban Land Institute (ULI) annual survey of the real estate industry shows general feelings of optimism for 2025 tempered by concerns about the economy and geopolitics.