Analysis & Opinion
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Opinion PiecesWhy opportunistic credit strategies are finding value in European real estate
Capital scarcity and asset mispricing create compelling entry points for credit investors
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AnalysisMonthly Market Insights: Nuveen merges with Schroders; Hines changes leadership
Real assets consolidation reshapes infrastructure and property landscape
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Opinion Pieces​For US real estate investors, there’s a sweet spot for domestic and international allocations
Greg Kane questions US investors’ high exposure to their domestic market
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AnalysisÂ鶹ӳ» Real Assets APAC Briefing
Office expansion plans rebound while digital infrastructure races for power
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Opinion PiecesAn economy in transition: A financially invisible risk investors can’t afford to ignore
Aleksandra Smith-Kozlowska explains why transition risk still demands a place in real estate valuations
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AnalysisThe collapse of Bathla and Australia’s burgeoning private credit market
Failure of major real estate developer raises questions for A$224bn sector
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Opinion PiecesUK real estate now has an opportunity to collaborate on smart meter data
Melville Rodrigues urges commercial landlords and tenants to implement new UK government guidance on energy data sharing
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AnalysisThe shrinking of the UK’s balanced real estate fund sector
An industry long reliant on DB and LGPS capital is consolidating and needs to adapt
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Opinion PiecesDiversity in living portfolios unlocks performance
Alex Lund explains how a home bias in residential investment can be counterproductive
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AnalysisMonthly Market Insights: Nvidia, AI compute financing and KKR’s mega-fund
All eyes this week are on the latest earnings report from the world’s largest AI chipmaker
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AnalysisÂ鶹ӳ» RA Real Estate Americas Briefing
Is self-storage at an inflection point? Heitman weighs in
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Opinion PiecesGuest view: The RIF has arrived and can funnel capital into UK affordable housing
After campaigning for seven years, Melville Rodrigues explains how the UK’s new RIF structure can help funnel pension fund capital into much-needed affordable housing
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AnalysisWhy GRESB is moving beyond disclosure to measurable sustainability outcomes
Charles van Thiel explains how the benchmark is reflecting investor demand for asset-level performance
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Opinion PiecesGuest view: The US housing bill didn’t kill institutional rental investing – it redirected it
Jason Ross explains what the US legislation to curb institutional investment in single-family housing really means for investors
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AnalysisMonthly market insights: A collision of gigawatts and gigabytes
Digital and energy infrastructure are being forced to combine to see through the AI revolution
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AnalysisWhy is Prologis offering £14bn for Segro? (Hint: it’s not for the warehouses)
Uncovering the hidden infrastructure asset driving Prologis’s takeover of UK REIT Segro
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Opinion PiecesGuest view: ​Three questions DC schemes should ask when allocating to housing
As more managers enter the housing sector, the market is proving far from homogeneous
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AnalysisÂ鶹ӳ» Real Assets Capital Raising Briefing
Higher-return strategies add up in infrastructure
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AnalysisÂ鶹ӳ» Real Assets Infrastructure Briefing
The steady ascent of infrastructure secondaries
