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: Retail parks in Europe are ripe for institutional capital at scale
Constrained supply and high costs make older retail parks prime for value-add repositioning
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Opinion PiecesGuest view: The case for an EU affordable housing investment fund
The fund would be jointly anchored by European institutions and designed to attract private capital
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Opinion PiecesGuest view: The future of European commercial real estate debt
By late 2026, Europe’s the landscape will look markedly different, writes Iryna Pylypchuk
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Opinion PiecesIPE Real Assets November/December 2025: A time for pragmatism
The uncertainty surrounding real estate and the wider world – from geopolitical tensions, political unpredictability, protectionism, technological disruption and physical climate risk – is here to stay, at least for the foreseeable future.
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Opinion PiecesFinal Word: A new era of real estate leadership
Nathalie Palladitcheff sets out the case for why today’s leaders need to move beyond a purely transactional mindset
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Opinion PiecesGuest view: Climate shift fuels demand for emergency air services
The demand factors for emergency aerial services remain strong
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Opinion PiecesGuest view: Could AI create the first trillion dollar real estate manager?
AI’s widespread adoption could trigger industry upheaval
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Opinion PiecesGuest view: Spain’s blackout will happen elsewhere unless we invest in grid resilience
The Spanish blackout indicts infrastructure underinvestment, not renewables
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Opinion PiecesGuest View: Future-proofing data centres in the face of climate change
Firms are using network redundancy and physical security to enhance IT resilience
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Opinion PiecesIPE Real Assets September/October 2025: The future of cities
Stormy conditions battered Rotterdam in mid-September, providing the perfect metaphor for this year’s IPE Real Assets Infrastructure & Natural Capital Global Conference & Awards 2025.
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Opinion PiecesFinal word: Richard Croft asks, is debt the new equity?
There is a question as to how long the ‘smart money’ will remain invested in real estate debt funds before reverting to equity
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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’
