All Real Assets articles in September/October 2014 (Magazine)
View all stories from this issue.
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Magazine
Risk Management: Looking through the label
Over-reliance on geographic, sector and style labels and an emphasis on volatility of total returns could be misleading investors. Matthew Richardson explains
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Magazine
UK Residential: Through the keyhole
Is the renewed institutional interest in UK housing warranted? Emma Grew compares its performance to commercial property
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Magazine
Warsaw: A victim of its own success
A strong Polish economy has attracted investors to the country’s real estate markets and Warsaw has enjoyed the lion’s share. Lynn Strongin Dodds reports
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Magazine
Renewables: Infrastructure-lite
Renewables are typically smaller than mainstream infrastructure investments. As Christine Senior writes, this poses both pros and cons
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Magazine
Valuations - Indices: Transaction indices launched
New transaction-based indices could provide investors with more timely measurement of price. Kenneth Yuen, Nigel Almond and Hans Vrensen explain
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Magazine
Valuations: In search of a global standard
Is there a need for a single global valuation standard? Steve Williams looks at both sides of the argument
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Magazine
Regulation: Germany’s post-AIFMD landscape
Until the summer 2103, German institutional investors wishing to invest indirectly in real estate had the choice of one vehicle: Immobilien-Spezialfonds, the institutional open-ended real estate fund. At least this was true whenever they were subject to regulatory restrictions, as most insurance companies and funds are.
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Magazine
Germany: Unsafe Haven?
With high prices prompting investors to stray into peripheral markets, is Germany now a riskier prospect? Russell Handy reports
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Magazine
Hotels: US extends hospitality
The bull market in the US hospitality sector has years to run, aided by low-cost capital and light supply. Christopher O’Dea reports
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Magazine
Office: TMT explosion
The technology, media and telecoms sector has been offsetting the decline in traditional office-based industries. Milena Kuljanin and Hans Vrensen report
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Magazine
Valuation: the future is European
The financial crisis and its regulatory aftermath have been a turning point for European property valuation. Krzysztof Grzesik explains
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Magazine
Valuations - Netherlands: Dutch need a truer reflection
If real estate is to achieve its full potential, the Dutch pensions industry should implement quarterly valuations and transaction-based data, say Boris van der Gijp and Paulus van Wetten
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Magazine
Office: Local demand dynamics
Regional office markets in the UK are back on the radar. But new research shows the importance of studying the local drivers. Bill Page reports
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Magazine
Investor Forum - Debt: The future of finance
Real estate debt is fast becoming an established asset class, but it remains challenging. Rachel Fixsen speaks to six investors and advisers
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Magazine
Debt Funds - US: Keeping an eye on the prize
Lenders are focusing on short-term transitional business, while keeping an eye on long-dated opportunities once interest rates rise, Christopher O’Dea reports
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Magazine
Debt: ECB review crucial for Europe
The European Central Bank’s Asset Quality Review is essential to avoid Japanese-style stagnation. Jos Short explains why it is a price worth paying
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Magazine
Debt Funds - Europe: Debt funds in a crowded market
Lending is becoming increasingly diverse, but does a resurgent banking sector undermine the appeal of institutional debt funds? Russell Handy reports
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Magazine
Office: Putting DTU into CRE
Demographics, technology and urbanisation are transforming Europe’s office markets. Mahdi Mokrane and Simon Marx explain
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Magazine
Investor Universe - Netherlands: Opportunities closer to home
Dutch pension funds are some of the most active global investors. However, the recovering home market is prompting them to increase domestic exposure. Rachel Fixsen reports
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Magazine
Risk Management: Clearly labelled
Are core, value-add and opportunistic labels useful to investors or potentially misleading? Richard Lowe considers the latest thinking