Analysis & Opinion – Page 5
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Opinion PiecesGuest view: ​Retail real estate – from pariah to performer?
In the right format and location, retail is a compelling value play
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AnalysisÂé¶¹Ó³» RA Infrastructure Briefing: UK projects attract overseas pension capital
A host of overseas institutions have recently invested in two major UK infrastructure projects
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AnalysisÂé¶¹Ó³» RA Real Estate APAC Briefing: Will data centres emerge as next major real estate play?
This year, APAC data centres have attracted over US$5bn in capital from global investors
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Opinion PiecesGuest view: Why investors are expanding in European grocery food retail
Sector’s defensive qualities and stable yields appeal to investors seeking security in a choppy market
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AnalysisÂé¶¹Ó³» RA Asset Owners Briefing: Going long on social infrastructure
Infrastructure investors and fund managers often profess to represent ‘long-term’ capital
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AnalysisDoes a £4.7bn UK real estate fund merger reflect an existential crisis?
Why consolidation involving L&G and Federated Hermes is all about changes in the UK’s pension fund industry
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Opinion PiecesGuest view: Breaking the cycle – how today’s real estate investors can navigate macro uncertainty
Martin Towns explores the impact of recent macro upheaval on global real estate markets
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AnalysisÂé¶¹Ó³» RA Real Estate Europe Briefing: Capital reallocation from US fuels Europe
Capital reallocation from US fuels European real estate market revival
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Opinion PiecesGuest view: ​Is Europe’s defence spending boost an opportunity for logistics?
Location is not enough; defence properties need specialised design
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Opinion PiecesGuest view: Global student flows are shifting, with Europe emerging as a key destination
Asian hubs such as Tokyo, Hong Kong, Singapore and Malaysia are emerging as alternatives
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AnalysisÂé¶¹Ó³» RA Real Estate APAC Briefing: Is ‘flex living’ the living sector’s next chapter?
Bending student housing, permanent rentals and co-living to create ‘flex buildings’
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Opinion PiecesGuest view: Making the most of Europe’s forests
Europe represents the final frontier for institutional forestry investment within developed economies
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AnalysisÂé¶¹Ó³» RA Real Estate Americas Briefing: Retail in the age of convenience culture
Occupancy rates at grocery-anchored centres have consistently outperformed non-anchored peers
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AnalysisÂé¶¹Ó³» Real Assets ESG Briefing: ESG priorities shifting but remain a top priority in Europe
The strategic priority of ESG has fallen to pre-2021 levels in global importance
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Opinion PiecesGuest view: Is affordable housing a good investment?
Affordable housing offers steady, moderate-risk returns, but inconsistent risks exist
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Analysis​Ban on upward-only rent reviews could be ‘nail in the coffin’ for UK office sector
The proposed provisions in the Devolution Bill are likely to impact office landlords the most, placing particular pressure on secondary stock
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AnalysisWhat does the overhaul of the UK’s water industry mean for infra investors?
The government has responded immediately to a review of the UK’s troubled water sector
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Opinion PiecesGuest view: We’ve gone back into the ‘70s, but not in the way you think
The 70s provide ‘an uncanny historical comparison to current market conditions’
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AnalysisReal assets fund managers respond to EU nature credits roadmap
Roadmap well intentioned, but lessons should be learnt from the UK and carbon markets
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Opinion PiecesGuest view: The renaissance of necessity retail real estate
Nuveen, Angela Goodings: The renaissance of necessity retail real estate


