IPE Real Assets Special Reports – Page 16
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Special ReportsUK lockdown impedes property lending activity – survey
Defaulted loans increased from 3.2% at the end of 2019 to 4.6% in December 2020
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Special ReportsHydrogen: A new store of value?
It promises to help decarbonise economies, alongside electrification and biofuels. Should institutions be investing in hydrogen? René Lavanchy reports
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Special ReportsPrivate debt: Everyone wants to be a lender
Institutional investors have been piling into private debt, and real assets form an important part of the story. Rachel Fixsen reports
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Special ReportsPrivate debt: Infrastructure funds prospered through lockdown
Infrastructure debt funds have continued to grow despite the COVID-19 pandemic. Jennifer Bollen reports
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Special ReportsInvestment: Private debt
Private debt has been increasingly sought after by pension funds and other institutional investors and the arguments for including real estate and infrastructure in private-debt allocations appear to be strong. In this report, we analyse why institutional investors are increasing allocation to real assets private debt. We also look at current opportunities in US real estate debt, and find out why infrastructure debt funds have continued to grow despite the pandemic.
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Special ReportsQ&A: Dean Hopkins, Oxford Properties on technology
Dean Hopkins (pictured), the former CEO of scale-up innovation hub OneEleven, was appointed COO of Oxford Properties in 2019 as the real estate arm of OMERS adopted a digital-first strategy. Interview by Vanessa Drucker
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Special ReportsPrivate debt: Crowded space for COVID opportunities in US real estate
Significant capital has been raised for US real estate debt funds, but an anticipated glut of opportunities has not materialised. Rachel Fixsen reports
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Special ReportsData centres: Get your head in the cloud
More data centres are needed to satisfy the world’s constant appetite for digital services. Investors are moving quickly to download the returns, writes Florence Chong
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Special ReportsInterview: Ryan Williams, Cadre
Stephanie Schwartz-Driver speaks to Ryan Williams (pictured), who launched US proptech company Cadre when he was in his 20s
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Special ReportsHealthy buildings: Fit for purpose
COVID-19 has highlighted the importance of health in office buildings. Fortunately, the technology to support this already exists. Vanessa Drucker reports
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Special ReportsLogistics technology: Metal box clever
They might look boring on the outside, but there is a huge amount of technological innovation taking place inside logistics buildings. Florence Chong reports
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Special ReportsTechnology: Data demand drives digital infrastructure boom
There is no doubt that we are all spending more time in front of screens and COVID-19 lockdowns have only intensified this trend. The implications have not been lost on institutional investors. This report looks at the growth in data centres, perhaps one of the best examples of a real asset that sits squarely in the concentric circles of real estate and infrastructure. We also assess investment opportunities in other technology sectors including fibre networks, 5G and hydrogen technology, and analyse how technology is impacting the logistics and office sectors.
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Special ReportsProptech: Beyond the spreadsheet
Real estate can be somewhat of a laggard when it comes to technology. But COVID-19 is accelerating the proptech revolution, writes Maha Khan Phillips
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Special ReportsFibre networks: Testing the bandwidth
Investors are rushing to invest in fibre networks, but does the sector have the capacity for so much capital? Razak Musah Baba reports
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Special Reports
Proptech: Get ahead of the curve
Real estate managers are investing in proptech to position themselves for the future, writes Maha Khan Phillips
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Special Reports5G: Investors fail to connect
The technology has huge promise, but 5G is yet to represent an institutional investment opportunity, writes Razak Musah Baba
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Special ReportsSocial impact
The COVID-19 pandemic has accelerated the trend for impact investing in real estate, most notably in the area of social and affordable housing. In the UK, a growing number of funds have attracted pension-fund capital. While some of the scale and track record required by institutions was not available in the past, the slate of new initiatives shows just how much appetite there is. In this report, we also take a look at how impact investing is picking up momentum in the US and Australia, with investors playing a role in tackling affordability issues.
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Special ReportsNet zero: Do government targets spell opportunity for investors in renewables?
With governments setting net-zero targets, there is an opportunity for investors to ramp up investments in renewables. Elisabeth Jeffries investigates
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Special ReportsNet zero: Dial it down
With the postponed UN climate-change conference COP26 due at the end of 2021 and the rejoining of the Paris agreement by the world’s largest economy, the signs are that significant progress could be made to start decarbonising the global economy. The built environment contributes close to 40% of emissions, and so institutional investors, which own much of it, have a big role to play. In this report, we look at the emergence of net-zero targets among investors, fund managers and governments.
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Special ReportsNet zero: Building down to zero
The real estate industry knows it needs to slash emissions. But it is a tall order for the fund management industry. Vanessa Drucker reports
