Retail Analysis
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AnalysisIs now the time to look at developed market REITs?
With interest rates high – but cuts on the horizon – is now a time for investors to revisit developed-market REITs? Razak Musah Baba explores
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AnalysisNashville: People and investors flock to the Sun Belt’s music city
Nashville is one of a number of Sun Belt markets to experience an influx of people – and real estate investors – in recent years. Vanessa Drucker explores what this really means for the city
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AnalysisIPE Real Assets May/June 2023: Investors sit out the market
Are institutional real estate investors on the sidelines? The latest numbers from MSCI Real Assets would suggest so. US commercial real estate transactions in the third quarter of this year fell by 56% relative to Q1 2022. Sales of office properties were the weakest since 2010.
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AnalysisUK real estate to see ‘across the board’ repricing and forced sales
Rapidly rising interest rates could push lenders to become ‘less forgiving’, experts warn
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AnalysisStockland: The A$11bn REIT planning a major push into capital partnerships
The ‘self-sufficient’ top-five A-REIT pivots to collaborate with global investors under new CEO
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AnalysisEditorial: Capital races into logistics and renewables
What’s in the July/August edition of IPE Real Assets?
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AnalysisAre Dutch pensions hesitant to absorb direct real estate write-offs?
Dutch metal schemes PMT and PME say they may adjust their 2020 returns
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AnalysisEditorial: An existential crisis?
The rise of online shopping fairly quickly had people asking themselves: do I really need to go to a store? Today, the effect that Amazon, et al has had on bricks-and-mortar retail is clear to see.
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AnalysisAnalysis: Ain’t nothing going on but the rent
Today’s crisis is striking at the heart of the real estate rental income, an asset class renowned for its stable cash flows
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AnalysisInvestors brace for rough ride across Europe’s consumer-facing real estate sectors
Social distancing, travel bans and closures have decimated incomes for retail, F&B and leisure tenants
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AnalysisAre European sale and leasebacks about to take off?
With the launch of LeadCrest and a large transaction by Income Realty, the European sale-and-leaseback market suddenly got busier. Rachel Fixsen reports
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AnalysisAre critics of Brookfield-GGP deal ignoring strong asset performance?
Brookfield wins takeoever of US shopping mall landlord
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AnalysisAnalysis: Will oil prices hit Aberdeen, Houston property markets?
Aberdeen and Houston among cities at risk from latest declines
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AnalysisAnalysis: Are Hong Kong housing prices on the way down?
Residential sector at risk of bubble, analysts say
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AnalysisBetting on the house
Industrial real estate markets have become busy of late. Much has been written about how the rise of online commerce will boost the logistics sector. But the recent transactional activity boils down to one primary factor – the greater yields offered by industrial property
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AnalysisExpo Real: Low yields push investors towards alternatives
Alternatives were one of the biggest talking points at this year’s Expo Real. Russell Handy considers whether investors are being forced to move beyond the ‘big three’
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AnalysisKlépierre, Corio to merge into European retail giant – analysis
Franco-Dutch merger has parallels with 2007 Unibail-Rodamco fusion
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AnalysisBluewater deal highlights REITs' renewed focus on income
Land Securities buys Bluewater shopping centre for £696m at 4.1% yield
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AnalysisAnalysis: Investors target India despite political uncertainty
Uncertainty for developers to continue after election result
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AnalysisNews analysis: The evolving UK housing market
Institutional investors size up market as government incentives increase risk of bubble.
