All Real Assets articles in September 2010 (Magazine)
View all stories from this issue.
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Magazine
Blurring the lines
Are investment consultants trying to take on fund of funds managers at their own game? Richard Lowe explores what is becoming an increasingly confusing space for investors
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Magazine
Waste yields new dividend
UK waste management: a new asset class within the industrial market? Ruth Hollies and Kevin Mofid report
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Magazine
Still playing safe
Opportunities abound in office markets around the world but are some already becoming overpriced? The preference is still for quality as economic uncertainty persists, says Lynn Strongin Dodds
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MagazineVariety performance
China has made more economic progress and is moving into the core-plus space, yet India offers greater transparency – and better prospects for opportunistic investors, as Megan Walters and Nick Crockett report
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Magazine
Manager viewpoint: Global outperformance
Although risk-seeking is back on some real estate investors’ radar screens, it is balanced against an uneven pace of economic recovery globally, and a heightened sense of what American economist Ben Shalom Bernanke described as an “usually uncertain” economic outlook. Most economies in Asia Pacific are now as big, if ...
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MagazineRe-emerging tigers
Overpriced Chinese residential is pushing investors towards greater Asia – but pan-Asian funds are out, reports Shayla Walmsley
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MagazineWaiting for distress
Expectations of distress are keeping transaction volumes down and investors on the sidelines, as Stephanie Schwartz Driver reports
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MagazineCold turkey
The case for property as a diversification from equities will be strengthened – one of several consequences the shortage of debt capital will have on real estate investment, which are considered here by Mark Callender
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MagazineImproving visibility
What do leading indicators tell us about the future of the real estate market? Quite a lot, as Sotiris Tsolacos reports
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Magazine
The Good, the Bad and the Ugly
The impact of fiscal austerity measures on real estate performance in Europe is considered by Sabina Kalyan, who argues that even those countries with the biggest problems could deliver long-term benefits
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Magazine
Home concerns from abroad
Euro concerns and perceived better prospects elsewhere are hindering foreign investor interest in European product, says Christine Senior
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Magazine
AIM higher
The crisis had a severe impact on AIM-listed property companies and investment slowed to a trickle. But the long-term case remains strong for investors seeking diversification through important emerging markets, as Graeme Newell reports
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MagazineItaly raises its game
Poor transparency has prevented Italy from realising its potential as a destination for foreign investment in real estate but a recent initiative offers new hope, as Anne Koeman and Raffaella Pinto report
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Magazine
Transparency hits a plateau
Improvements in real estate disclosure and regulatory consistency have slowed to a crawl over the past two years, says Jeremy Kelly
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Magazine
Moving target
At the very start of the downturn, Andrew Thornton joined forces with Jos Short to set up an opportunity fund. He talks to Richard Lowe about how a change in strategy led to Internos managing €1.5bn in European assets in just under two years
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MagazineA hard rain
Funds and their managers are moving around in an unprecedented wave of consolidation. Is the industry ready to see the end of it yet? Shayla Walmsley reports
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MagazineBrisk business on Boutique Street
From the ashes of the downturn a range of new boutique real estate managers is emerging. Although there is a variety of new flavours on offer – both in terms of strategy and structure – track record, the covenant and alignment are all important, as Christine Senior reports
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Magazine
Check the foundations
The good the bad and the ugly: assessing liabilities correctly can return a few dollars more, as Wendy Arntsen finds
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Magazine
Mind the gap
The downturn has driven compliance with INREV’s Corporate Governance Guidelines but there is still room for improvement, says Alasdair Evans
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Magazine
Balance required
A new survey reveals a shift in fund terms in favour of investors. There is still room for improvement but some investors are pushing managers too hard, as Sam Meakin reports
