All Real Assets articles in September/October 2018 (Magazine)
View all stories from this issue.
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Analysis
Is the latest round of M&A a signal?
Real estate is often said to be a long-term, buy-and-hold asset class for institutional investors. But the success of investments invariably comes down to getting the timing right.
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Magazine
Student housing: Time for revision
The influx of institutional capital into US student accommodation is helping transform the market for undergraduates and investors alike, finds Christopher O’Dea
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Magazine
Peter Hofbauer: On the road to infrastructure sustainability
Peter Hofbauer is head of infrastructure at Hermes Investment Management
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Magazine
Student housing: Watch the game
In the US, to understand a city’s student-housing prospects, investors need to follow university sports programmes. Christopher O’Dea reports
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Magazine
Student housing: UK to go from star to dropout?
Student housing markets in continental Europe are catching up with the UK, just as Brexit uncertainty hovers over the 2019-20 academic year. Jennifer Bollen reports
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Interviews
Interview: Mitsubishi drives into new markets
Better known as a property developer, the Mitsubishi Corporation has been quietly building an infrastructure fund-management capability. Florence Chong reports
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Magazine
GIC: Disrupting the disruptors
Embracing technological disruption is not just about protecting value. Florence Chong talks to GIC’s Lee Kok Sun
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Magazine
Education infrastructure: Changing curriculum
School construction and redevelopment opportunities are evolving, says Rachel Fixsen
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Magazine
GRESB captures ESG progress and focus on resilience
The benchmark has assessed 903 real estate companies, funds and developers on their sustainability, covering a record 79,000 assets. Chris Pyke analyses the results
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Magazine
Infrastructure: Overcoming the Brexit effect
Tom Sumpster is head of infrastructure finance at LGIM Real Assets
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Analysis
Is CPPIB’s green bond the start of a trend?
Canada Pension Plan Investment Board became the first pension fund to issue a green bond. Elisabeth Jeffries assesses the significance
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Analysis
Q&A: Pierre Lavalle, Canada Infrastructure Bank
In 2016 the newly elected Justin Trudeau government in Canada promised to review infrastructure investment in the country. One of the key pillars in its first budget was the creation of a Canada Infrastructure Bank. The bank’s CEO talks to Joel Kranc about its mandate.
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Magazine
Infrastructure as asset class: a brief history
Its inception pre-dates the financial crisis, but infrastruture investment has evolved significantly since 2008, writes Georg Inderst
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Interviews
Interview: Andie Kang & Joseph Lee, IGIS
IGIS founder Dai-young Kim recently handed over the reins of South Korea’s biggest real estate investment manager. Interview by Florence Chong
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Analysis
Analysis: Are we due a real estate downturn?
Past experience suggests yes. But investors find themselves in unusual times
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Magazine
Student housing: Why Allianz has gone back to school
The market for student accommodation is booming, attracting record investment and new specialised entrants providing innovative solutions for a traditionally underserved demographic
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Magazine
Australian real estate debt: Coming of age
The Australian debt market is maturing as a flurry of new lenders look to make their mark in a growing market, writes Florence Chong
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Magazine
Top 100 Infrastructure Investors 2018
The assets of the 100 largest institutional infrastructure investors have increased by more than 20% over the past year. We speak to five of the biggest
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Magazine
10 years after Lehman: This time it's different
Real estate investors learned painful lessons 10 years ago. With signs of a correction yet to materialise, can the market escape a repeat of 2008? Christopher O’Dea reports
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Magazine
10 years after Lehman: Rate rises to test UK lending market
Leverage in the UK is lower than it was 10 years ago. But with price declines on the cards, investors should take extra care around high LTVs, write Nicole Lux and Sotiris Tsolacos