All Reports articles

  • Logistics report 2021
    Magazine

    Logistics: Global boom proves sustainable

    July / August 2021 (Magazine)

    The world is witnessing a synchronised shortage of modern logistics space – with prices of prime logistics assets spiralling upwards, and rents growing sharply in key markets across the globe. Open cheque books and boundless optimism are the order of the day. We report on the never-ending logistics boom and take a close look at the latest developments affecting the sector in the US, Europe and Asia-Pacific.

  • Top 100 infra managers 2021
    Magazine

    Top 100 Infrastructure Investment Managers 2021

    July / August 2021 (Magazine)

    The assets under management of the 100 largest infrastructure investment managers rose by €110bn during 2020, from €1.18trn to €1.29trn of assets. We speak to leading figures in the sector about their businesses and views on the asset class, and also question whether fixed hurdle rates are pushing infrastructure fund managers to take undue levels of risk

  • DWS Vita Student Edinburgh
    Magazine

    Market report: Student housing

    May / June 2021 (Magazine)

    COVID-19 has created a previously unforeseen fault line in the global student-housing market. On one side of the divide are countries with a deep domestic student market, such as the US, where the recent disruption has barely affected operations. On the other side are countries reliant on international students, such as Australia, where student-housing operators are struggling to stay afloat, as we analyse in this report.

  • Medical healthcare clinic clinical
    Magazine

    Healthcare & life sciences

    May / June 2021 (Magazine)

    The healthcare and life-sciences real estate sectors are booming. Such is the need for specialist space from life-sciences companies, real estate investors are racing to keep up with demand. In this report, we look at how investment and innovation during the pandemic have been transforming these industries and explore what this means for the real assets investors globally.

  • Top 10 real estate investors
    Magazine

    Top 100 Real Estate Investors 2021

    May / June 2021 (Magazine)

    This year’s real estate survey shows investors holding firm with their pre-pandemic allocations and strategies. Richard Lowe & Rachel Fixsen report

  • debt
    Magazine

    Investment: Private debt

    March / April 2021 (Magazine)

    Private debt has been increasingly sought after by pension funds and other institutional investors and the arguments for including real estate and infrastructure in private-debt allocations appear to be strong. In this report, we analyse why institutional investors are increasing allocation to real assets private debt. We also look at current opportunities in US real estate debt, and find out why infrastructure debt funds have continued to grow despite the pandemic.

  • IPE
    Magazine

    Technology: Data demand drives digital infrastructure boom

    There is no doubt that we are all spending more time in front of screens and COVID-19 lockdowns have only intensified this trend. The implications have not been lost on institutional investors. This report looks at the growth in data centres, perhaps one of the best examples of a real asset that sits squarely in the concentric circles of real estate and infrastructure. We also assess investment opportunities in other technology sectors including fibre networks, 5G and hydrogen technology, and analyse how technology is impacting the logistics and office sectors.

  • ESG Social Housing Working Group
    Magazine

    Social impact

    January / February 2021 (Magazine)

    The COVID-19 pandemic has accelerated the trend for impact investing in real estate, most notably in the area of social and affordable housing. In the UK, a growing number of funds have attracted pension-fund capital. While some of the scale and track record required by institutions was not available in the past, the slate of new initiatives shows just how much appetite there is. In this report, we also take a look at how impact investing is picking up momentum in the US and Australia, with investors playing a role in tackling affordability issues.

  • Net Zero
    Magazine

    Net zero: Dial it down

    January / February 2021 (Magazine)

    With the postponed UN climate-change conference COP26 due at the end of 2021 and the rejoining of the Paris agreement by the world’s largest economy, the signs are that significant progress could be made to start decarbonising the global economy. The built environment contributes close to 40% of emissions, and so institutional investors, which own much of it, have a big role to play. In this report, we look at the emergence of net-zero targets among investors, fund managers and governments.

  • ESG - The Intent Beyond the Income
    Magazine

    GRESB: The class of 2020

    January / February 2021 (Magazine)

    Over the past 10 years, GRESB has become an integral part of investor due diligence and investment-manager reporting.  In 2020, further participation in the GRESB Real Estate Benchmark caused coverage to grow by 22%, taking in 1,229 portfolios encompassing more than US$4.8trn (€4trn) in assets under management. Meanwhile, the GRESB Infrastructure Fund Assessment, launched five years ago, has been playing catch-up.  In this report, we shine a light on some of the leading participants in both real estate and infrastructure assessments.

  • SANDRA CARVAO
    Magazine

    Travel & Tourism: End of an era

    November / December 2020 (Magazine)

    COVID-19 has brought the golden age of international travel crashing down. Will it ever recover? Florence Chong reports

  • G-Park Northampton - One of GLP’s logistics assets in the UK
    Magazine

    Top 150 REIM: Any room in the warehouse?

    November / December 2020 (Magazine)

    The Top 150 manage more than €4trn in assets, and the fastest growing sector is logistics. Richard Lowe reports

  • Future of Offices
    Magazine

    Future of Offices: No going back

    September / October 2020 (Magazine)

    Enforced remote working has changed the office landscape almost overnight. But what is going to happen to the sector in the long term? Maha Khan Phillips explores

  • Fibre-optic cables, telecoms and renewable energy were named joint top-favourite sectors for investment
    Magazine

    Top 100 Infrastructure Investors 2020

    September / October 2020 (Magazine)

    The IPE Real Assets top 100 ranking of some of the world’s largest infrastructure investors has captured more than $467bn (€388bn) in infrastructure assets held by pension funds, sovereign-wealth funds, insurers and other institutional capital owners

  • covid-19-shopping-waiting-lines-at-stores-munich-bavaria-germany-shutterstock-editorial-10663053b
    Magazine

    Retail: How will consumers respond as lockdowns ease?

    July/August 2020 (Magazine)

    Huge uncertainty faces retailers and F&B outlets as they reopen. How will consumers respond and will their behaviour change for ever? Mark Faithfull reports

  • A big balancing act
    Magazine

    Top 100 Infrastructure Managers 2020: A big balancing act

    July/August 2020 (Magazine)

    With transport assets hit harder than other sectors, diversification is as important as ever for infrastructure fund managers. Maha Khan Phillips and Christopher O’Dea report

  • The COVID-19 crisis has drawn attention to the level of investment in healthcare systems across the world
    Magazine

    Healthcare: A $15trn prognosis

    May/June 2020 (Magazine)

    Large institutional investors have been ramping up activity in a global healthcare sector that is set to grow. Florence Chong reports

  • Top 100 - Top 10 real estate investors at a glance
    Magazine

    Top 100 Real Estate Investors 2020

    May/June 2020 (Magazine)

    Annual survey confirms that a third of investors are putting new investments on hold, and more than half expect the unfolding crisis to affect their real estate strategies and/or allocations

  • Proptech
    Magazine

    Proptech: Future funders

    March/April 2020 (Magazine)

    Investors and fund managers are investing directly in proptech firms. Are they doing it for the long-term interests of the industry? Razak Musah Baba reports

  • Affordable Housing Strategies
    Magazine

    Housing affordability: Social impact funds to solve the UK puzzle?

    January/February 2020 (Magazine)

    Can social impact funds address the UK’s housing crisis and serve pension funds at the same time? Richard Lowe reports