All Real Assets articles in September/October 2015 (Magazine)
View all stories from this issue.
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Magazine
AFIRE: Look to the long term
To find the right opportunities, investors are reassessing the relationships between location and risk, looking closely at space utilisation and demographics and responding to changes in population and economic drivers
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Interviews
Interview: Peter Verwer - Asian REITs to come of age
Asia Pacific is an unhelpful patchwork of REIT regimes. Tsering Namgyal talks to Peter Verwer about efforts being made in China, India and the Philippines to create better markets for investors
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MagazineAgriculture: Seed portfolios
Growing demand for protein from emerging economies explains why institutions are ploughing into the asset class. Christopher O’Dea reports
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MagazineNetherlands: Aiming high from the lowlands
It has been a busy year for the real estate teams of Dutch pension funds. Rachel Fixsen talks to three groups
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Magazine
Hotels: The Airbnb effect
Should the rise of Airbnb prompt those investing in a buoyant travel industry to check out early? Maha Khan Phillips and Christopher O’Dea report
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MagazineSustainability: Quantifying ‘green alpha’
It is now possible for investors to quantify ‘green’ alpha, which is created predominantly through active energy management, write Tim Mockett and Chris Strathon
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Magazine
Portfolio: Asset-specific risk
New research highlights the need to price individual property risk more systematically and with a greater range than in the past, writes Paul Mitchell
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Magazine
Debt Funds: Australia mulls debt funds
There are several signs pointing to the emergence of a new commercial real estate debt fund sector in Australia. Sharon Hayes reports
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MagazineInvestor Universe: Australia - Super-cautious funds
The Future Fund and AussieSuper are among the first Australian institutions to move significantly beyond their domestic real estate markets. Sharon Hayes asks whether the wider superannuation market will follow
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Magazine
Portfolio: Let go of the benchmark
Investors should consider liberating themselves from the IPD benchmark and their long-held fixation on office and retail, says Paul Jayasingha
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MagazineGuangzhou: Towering Canton
Close to Shenzhen and Hong Kong, Guangzhou is attracting international tenants and investors. But the mega-city is dependent on export manufacturing. Helen Roxburgh reports
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MagazineRegulation: A game changer for fund valuation?
The Alternative Investment Fund Managers Directive has implications for real estate fund valuations
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MagazineIs a China REIT imminent?
The creation of China’s first REIT has been in the offing for some time. But investors might have to wait some time yet, writes Helen Roxburgh
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MagazineSeattle: STEM City
The Northwest city is benefiting from a surging tech industry, but are investors taking part in a computer experiment? Christopher O’Dea reports
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MagazineCMBS: European renaissance
The rise of ‘unrated’ CMBS and growing activity in markets like Italy show the European market is undergoing a renaissance, write Miles Flynn and Jennie Dorsaint
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Magazine
Renewables: Here comes the sun
Renewable energy infrastructure is no longer a niche market. Christopher O’Dea finds the sun warming an increasingly energetic institutional sector
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Magazine
Office: Removing the cubicles
Employers want flexible space that facilitates collaboration. Landlords are obliging and investors are providing the capital, writes Christopher O’Dea
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Magazine
Investor Forum: Cycle protection
With real estate prices and capital markets at a cyclical high, risk management is pertinent. Rachel Fixsen speaks to six investors and advisers
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MagazineDebt Funds: At the margins
As debt funds have proliferated, margins have been squeezed. Russell Handy finds the best opportunities arising in fixed-rate refinancings
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MagazineDriving new habits
Car park investors and operators recognise that human behaviour is changing, and so must car park investing, writes Maha Khan Phillips
