All Real Assets articles in September/October 2018 (Magazine)
View all stories from this issue.
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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
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Magazine10 years after Lehman: UK real estate funds
Property funds in the UK were hit dramatically by the financial crisis. John Forbes, PwC real estate leader at the time, looks back at the lessons learned
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Magazine10 years after Lehman: Banking in the shadows
Leverage is no longer the danger it was in 2008. But can investors and regulators be sure? As Richard Lowe reports, the European lending market is just as – if not more – in the dark
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Magazine
10 years after Lehman: The lasting effects of sub-prime
Falling home ownership since the crisis has fuelled the multifamily boom, but why is the single-family market lagging? Christopher O’Dea and Richard Lowe report
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Magazine10 years after Lehman: After the big short
The pace of financial innovation overtook investors and regulators in the mid-2000s with disastrous consequences. Christopher O’Dea explains how the repercussions are still being felt in real estate
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Magazine10 years after Lehman: German real estate funds
Not long after the global financial crisis, Germany’s open-ended property funds experienced their own existential threat. But the industry ultimately survived, writes Steffen Sebastian
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Magazine10 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: Infrastructure
Infrastructure went into the financial crisis emulating the leveraged private-equity model, but is now evolving into a more diverse, long-term asset class. Christopher O’Dea reports
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MagazineTop 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
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
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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Analysis
Analysis: Are we due a real estate downturn?
Past experience suggests yes. But investors find themselves in unusual times
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InterviewsInterview: 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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MagazineInfrastructure 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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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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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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Magazine
Infrastructure: Overcoming the Brexit effect
Tom Sumpster is head of infrastructure finance at LGIM Real Assets
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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
Education infrastructure: Changing curriculum
School construction and redevelopment opportunities are evolving, says Rachel Fixsen
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MagazineGIC: Disrupting the disruptors
Embracing technological disruption is not just about protecting value. Florence Chong talks to GIC’s Lee Kok Sun
