All Real Assets articles in September / October 2022 (Magazine)
View all stories from this issue.
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News
Arjun partners with Cervest to assess climate-related risks for infrastructure
Addition of Cervest climate intelligence to Arjun’s customised solutions adds capability to quantify climate-related physical risk on infrastructure assets
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News
Valor buys four logistics assets in Paris and Lyon submarkets for £27m
Assets acquired in three separate deals and are fully let in prime last-mile submarkets
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Special Reports
Lendlease: Lombardo takes the lead
Australia’s global real estate player continues to evolve under a new CEO. Florence Chong reports
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Magazine
Value-add office investing in uncertain times
With so much near-term uncertainty, it can be a challenge for value-add specialists to invest with conviction. Lauren Mills reports
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Special Reports
A raid on public infrastructure markets
Australian listed infrastructure companies have become prey to private investors. What does it mean for the sector? Florence Chong reports
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Special Reports
Triple Point Social Housing REIT: Home security
The UK REIT that is providing much-needed accommodation while providing investors with resilient income. Christopher Walker reports
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Special Reports
Eyes turn to listed infrastructure
In times of inflation and recessionary risks, the listed infrastructure market is garnering more interest, says Maha Khan Phillips
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Opinion Pieces
Guest view: Time to test infrastructure’s downside protection premise
Infrastructure has long promised to provide downside protection, but this could not be tested – until now, writes Serkan Bahçeci
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Magazine
Urbanisation: Rebooting the commuter
COVID-19 did not bring about the end of urbanisation. But what is the role of the office in the post-pandemic city? Lauren Mills reports
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Analysis
Solvency II reform – finally an end to Europe’s cognitive dissonance?
Europe should take note of the UK’s intentions to reform its post-Brexit insurance regulations, writes Barkha Mehmedagic
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Interviews
Jeffrey Perlman: China, a market that ‘can’t be ignored’
Despite rising geopolitical tensions, Warburg Pincus remains committed to China and Asia’s ‘new economy’ real estate
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Special Reports
REITs become takeover targets
Having navigated the COVID-19 storm, REITs increasingly face being raided by private equity groups and rivals. Christopher Walker reports
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Magazine
Urbanisation: the importance of placemaking takes hold in Asia-Pacific
How developers are building back better across Asia-Pacific to attract occupiers and pension fund investors. Florence Chong reports
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Opinion Pieces
Guest view: Australian appetite is only going to get stronger
Australia’s pension funds are hungry for global assets – particularly infrastructure, writes Alex Dunnin
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Analysis
Analysis: Biden’s bill a boon for green infrastructure?
US President Joe Biden’s misleadingly titled Inflation Reduction Act could have big implications for real assets. Christopher Walker reports
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Special Reports
Can REITs thrive amid high inflation?
Prospects vary across geography and sector, but REITs could be in a good position to deal with inflation. Christopher Walker reports
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Special Reports
Guest view: Adding listed infrastructure to the mix
Chuck DiRocco and Fraser Hughes show why investors should consider adding an allocation to listed infrastructure
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Special Reports
Prologis: Adapting fast to changing global dynamics
Global logistics giant Prologis is trying to keep one step ahead of its customers. Christopher Walker reports
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Analysis
IPE Real Assets September/October 2022: Infrastructure faces its next test
Among other attributes, infrastructure has always been billed as an asset class that can provide a stabilising influence on portfolios at times of volatility, disconnected from the swings of the public markets and – in many cases – economic cycles. This selling point was tested during the pandemic. Putting to one side the disruption to transport assets, which have subsequently recovered, it largely passed.
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Special Reports
Top 100 Infrastructure Investors 2022: Survey
After passing the COVID test, investors bet on infrastructure to help build immunity to inflation and reach net zero. Richard Lowe reports