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: Building resilience in climate-impacted real estate – the role of insurance
Real estate remains insurable for now, even as other sectors become uninsurable
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Opinion PiecesGuest view: Retail real estate – from pariah to performer?
In the right format and location, retail is a compelling value play
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Opinion PiecesGuest view: Why investors are expanding in European grocery food retail
Sector’s defensive qualities and stable yields appeal to investors seeking security in a choppy market
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Opinion PiecesGuest view: Breaking the cycle – how today’s real estate investors can navigate macro uncertainty
Martin Towns explores the impact of recent macro upheaval on global real estate markets
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Opinion PiecesGuest view: Is Europe’s defence spending boost an opportunity for logistics?
Location is not enough; defence properties need specialised design
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Opinion PiecesGuest view: Global student flows are shifting, with Europe emerging as a key destination
Asian hubs such as Tokyo, Hong Kong, Singapore and Malaysia are emerging as alternatives
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Opinion PiecesGuest view: Making the most of Europe’s forests
Europe represents the final frontier for institutional forestry investment within developed economies
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Opinion PiecesGuest view: Is affordable housing a good investment?
Affordable housing offers steady, moderate-risk returns, but inconsistent risks exist
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Opinion PiecesGuest view: We’ve gone back into the ‘70s, but not in the way you think
The 70s provide ‘an uncanny historical comparison to current market conditions’
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Opinion PiecesGuest view: The renaissance of necessity retail real estate
Nuveen, Angela Goodings: The renaissance of necessity retail real estate
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Opinion PiecesGuest view: European real estate in a trade storm
European property faces headwinds from Trump’s new tariffs
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Opinion PiecesGuest view: Decoding Europe’s office market rent hikes amid vacancy
Europe office leasing estimated to have increased by 3.5% year-on-year by Q1 2025
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Opinion PiecesIPE Real Assets July/August 2025: New era of diversification vs deglobalisation?
The rise of ‘deglobalisation’ could disrupt the previously smooth trajectory of geographic diversification within infrastructure and real estate
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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
