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 PiecesIPE Real Assets Sep/Oct 2026: Ask anything – what is the future of AI buildout?
In the latest issue: AI arms race, data centre constraints, top 100 infrastructure investors
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Opinion PiecesAn economy in transition: A financially invisible risk investors can’t afford to ignore
Aleksandra Smith-Kozlowska explains why transition risk still demands a place in real estate valuations
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Opinion PiecesUK real estate now has an opportunity to collaborate on smart meter data
Melville Rodrigues urges commercial landlords and tenants to implement new UK government guidance on energy data sharing
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Opinion PiecesDiversity in living portfolios unlocks performance
Alex Lund explains how a home bias in residential investment can be counterproductive
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Opinion PiecesGuest view: The RIF has arrived and can funnel capital into UK affordable housing
After campaigning for seven years, Melville Rodrigues explains how the UK’s new RIF structure can help funnel pension fund capital into much-needed affordable housing
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Opinion PiecesGuest view: The US housing bill didn’t kill institutional rental investing – it redirected it
Jason Ross explains what the US legislation to curb institutional investment in single-family housing really means for investors
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Opinion PiecesGuest view: Three questions DC schemes should ask when allocating to housing
As more managers enter the housing sector, the market is proving far from homogeneous
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Opinion PiecesIPE Real Assets July/August 2026: Investors feel the heat from climate and nature
Climate and nature pose interlinked risks for investors
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Opinion PiecesGuest view: Breaking the deadlock to help fix Europe’s housing crisis
Solutions are being hampered by a misalignment between capital and policy, writes Iryna Pylypchuk
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Opinion PiecesGuest view: Return on resilience – the case for ESG as active fiduciary management
Fiduciary duty means managing risk, not exploiting ESG for branding
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Opinion PiecesGuest view: Redefining infrastructure for the next generation
Digital, energy transition and AI to lead $100trn in global infrastructure investment by 2040
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Opinion PiecesIPE Real Assets May/June 2026: Can real estate overcome its recent past?
Total real estate assets of the 150 largest institutional investors rose by 6.9% to US$2.18trn in 2025
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Opinion PiecesGeorg Inderst: ‘It pays to study your Chinese counterparty well – and then build trust’
China is investing in greenfield projects in Europe. Georg Inderst asks whether institutional investors will join in
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Opinion PiecesGuest view: Why African infrastructure is now an investable asset class
Doubling by 2050, Africa’s urban growth offers returns and impact
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Opinion PiecesGuest view: Natural capital is forming a new asset class – who gets to build it?
The structural window to set different norms on talent and leadership is open, but will not stay open for long
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Opinion PiecesIPE Real Assets March/April 2026: A tale of two mergers
This year began with talk of two mergers: one entering completion and another only just about to start.
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Opinion PiecesFinal word: Holding onto assets is now an opportunity cost
Nick Pink argues that investors sitting on the sidelines could be gambling on an unrealistic future outlook
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Opinion PiecesWhere next for ESG amid growing pressure?
The green backlash, softening of regulations mean and the future of sustainability
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Opinion PiecesFinal Word: ‘It pays to be well strapped into the roller-coaster’
John Forbes discusses how investors can hold their nerve in a volatile world beset by market turbulence
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Opinion PiecesGuest view: Decarbonisation or energy security? Europe can have both
Data centres and other large-scale projects now prioritise sustainable energy solutions
