All Real Assets articles in September/October 2019 (Magazine)
View all stories from this issue.
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MagazineDoes WeWork work?
An IPO filing has raised numerous questions about the poster child of flexible offices
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MagazineRenewables: Time to renew strategies
The transition to net zero-carbon electric generation will require a material increase in investment in renewable-energy projects
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MagazineMadrid: The new north
After decades of delay, Madrid’s Nuevo Norte has been given the go-ahead, signifying the beginning of a new era for the Spanish city’s real estate sector. Paula Garrido report
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Magazine
Portfolio: Understanding low-constraint investors
Low-constraint investors, which have large capital reserves and long investment horizons, have unique advantages and objectives, write Bill Schwab and Thomas Wiegelmann
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MagazineListed infrastructure: Missed opportunities
The listed infrastructure sector encompasses $2.5trn of global assets. So, asks Fraser Hughes, why would institutional investors focus exclusively on private infrastructure?
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InterviewsInterview: Sam Sicilia, Hostplus
The CIO of Hostplus has the task of investing A$10-12bn of annual inflows in a low-return world - INTERVIEW BY florence chong
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MagazineHospitality: Room upgrade
Investor demand for hotel assets in Europe coincides with an evolving market of new brands and concepts, as Andreas Ewald explains
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Special ReportsGlobal REIT outlook: A new Goldilocks moment
REITs have performed hot and cold over the past 10 to 15 years. But, asks Christopher O’Dea, could they be just right for investors in 2019?
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Special ReportsLink REIT: Hong Kong’s retail giant
Link REIT is the world’s second-largest retail REIT. Florence Chong speaks to Link CEO George Hongchoy
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MagazineHospitality: The fifth major food group
With so much institutional capital moving into the sector, are hotels about to lose their niche status? Christopher O-Dea reports
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AnalysisIs infrastructure too expensive? In a word, no
There is an unprecedentedly large volume of capital earmarked for unlisted real assets, but the common observation today is that the markets are too expensive
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Special ReportsMortgage REITs expect fresh tailwinds
There are three reasons why US mortgage REITs could be about to experience a boost. Vanessa Drucker reports
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Special ReportsEuropean REITs: Maturing nicely
Europe’s REIT market has grown and matured over the past 10 years but it has a long way to go to match the scale of the US market. Razak Musah Baba reports
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Special ReportsFive European REITs you need to know
Europe is home to 194 REITs, valued at a total of €210bn. Razak Musah Baba looks at five of the biggest
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Special ReportsSimon says, don’t write off retail
Mark Faithfull asks why the world’s biggest REIT, better known for scale than innovation, is ripping up the retail rulebook
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Special ReportsRE debt US: Never-ending story?
With the longest-ever market cycle expected to get even longer, US real estate debt strategies are in a good position, writes Christopher O’Dea
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Special ReportsRE debt Europe: Flexible financiers
Investor demand and large reserves of committed capital are forcing European real estate debt fund managers to become innovative. Jennifer Bollen and Christopher O’Dea report
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Special ReportsChina: The year of the C-REIT?
There is much anticipation over the launch of what have become dubbed ‘real’ Chinese REITs. Florence Chong reports
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Special ReportsDigital Realty: Big data, big opportunity
The data-centre industry is booming and Digital Reality Trust is benefitting
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MagazineAustralian REITs: Going up, down under
Australian REITs are having the strongest year for capital raising in nearly a decade
