IPE Real Assets Opinion
IPE Real Assets' columnists and guest writers provide thoughtful commentary and reaction to the hot topics for the industry
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Opinion PiecesGuest view: Investors eye REIT resilience amid turbulent times
With low investor expectations, REITs are inexpensive and overlooked
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Opinion PiecesGuest View: Europe strengthens as portfolio anchor amid trade volatility
Europe is no longer just a defensive play – it’s a strategic imperative
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Opinion PiecesGuest view: Could Energy Star’s end improve global sustainability standards?
The proposed dismantling of ESPM is globally significant
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Opinion PiecesGuest view: From paper to soil – why farmland is the new gold
Farmland emerges as “outside money” in a shifting global economy
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Opinion PiecesGuest view: Serviced apartments – the key to urban revitalisation
Serviced apartments drive urban regeneration, yielding economic, environmental and social returns
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Opinion PiecesGuest view: Navigating grid congestion – step up or risk missed opportunities
Grid congestion means higher energy costs and major roadblocks for development
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Opinion PiecesGuest view: Logistics – a strategic asset for any real estate investment portfolio
The sector’s investor participation was historically limited by a scarcity of suitable institutional-grade assets
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Opinion PiecesGuest view: Holy auto-enrolment, it’s DC hero to the rescue
DC pension money has provided a boost to UK real estate
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Opinion PiecesLight 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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Opinion PiecesIPE Real Assets May/June 2025: Still waiting for a recovery
Global real estate fundraising fell off a cliff in 2023, a year characterised by major hikes in global interest rates as central banks sought to wrestle inflation under control. Last year the Federal Reserve and European Central Bank began to bring rates back down, but this was not enough to revive capital raising.
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Opinion PiecesGuest view: Real estate platform investments – a model for a changing market
An estimated 2-5% uplift to IRR is being underwritten due to potential platform value
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Opinion PiecesGuest view: Private credit meets infrastructure – unlocking a $150trn opportunity
As traditional lending scales back, private credit is stepping in to fill the gap
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Opinion PiecesGuest view: What does the EU sustainability omnibus mean for real estate?
Firms will save €6.3bn annually, plus one-off reporting costs, due to the omnibus, according to EC
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Opinion PiecesGermany’s infrastructure package – more opportunities than risks?
Long-term impact of the package on interest rates and financing costs is yet to be determined
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Opinion PiecesGuest view: Understanding flood risk across RLAM’s portfolio
Research suggests that flooding can reduce the value of a property by 30% in severe cases
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Opinion PiecesGuest view: The role of private debt in bridging the real estate financing gap
Despite its rapid expansion, private real estate financing in Europe still holds enormous growth potential
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Opinion PiecesRIF: Unlocking growth and investment opportunities in the UK
The RIF can drive economic growth via jobs, infrastructure and sustainability
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Opinion PiecesGuest view: The attraction of an equity partner in a challenging debt market
Property owners are getting smaller loans due to falling values and high interest rates
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Opinion PiecesGuest viewpoint: Will real estate survive as an asset class?
Increases in operational risk and allocation pressures from infrastructure and private equity are putting property in a tight spot, write Andrea Orlandi and Valentina Shegoyan
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Opinion PiecesIPE Real Assets March/April 2025: Predicting the unpredictable
Real estate markets seemed to finally be mounting a recovery at the end of 2024. In Europe, transaction volumes reached €55.6bn in Q4, according to MSCI – the highest quarterly figure in two years.
