ΒιΆΉΣ³» Analysis β Page 13
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AnalysisMIPIM 2024: Infrastructure gate-crashes real estate party
Major institutional investors converge on Cannes to discuss challenges facing asset class
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InterviewsRobert Karnes, BlackRock: βit might be a generational opportunityβ
The real estate debt veteran tells Robin Marriott how a supply-demand imbalance, end to interest-rate hikes and constrained development spell good times for credit strategies
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AnalysisUS real estate debt funds: Will it be βGFC 2.0β?
Real estate debt fund managers in the US are anticipating a wave of wide-ranging opportunities this year. Robin Marriott reports
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AnalysisTime to target DACH region for distressed real estate debt?
Oliver Platt explains how financing gaps in Germany, Austria and Switzerland mean it could be time for global opportunistic investors to step in
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AnalysisNet zero: Piloting a new science-based roadmap for real estate
The SBTi has launched new guidelines for decarbonising the built environment, and 15 firms have been selected to pilot them. Razak Musah Baba reports
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AnalysisNashville: People and investors flock to the Sun Beltβs music city
Nashville is one of a number of Sun Belt markets to experience an influx of people β and real estate investors β in recent years. Vanessa Drucker explores what this really means for the city
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AnalysisM&A: The race is on to get bigger in infrastructure fund management
Does the BlackRock-GIP merger mark the start of an infrastructure arms race? Christopher Walker and Richard Lowe report
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AnalysisAnalysis: The challenge of repurposing the UKβs office landscape
The conversion of BT Tower into hotel highlights need for innovation and planning flexibility
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Opinion PiecesGuest view: Redefining residential investment β a data-driven future
Traditional metrics are reaching their limits in the face of the ever-evolving market
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Opinion PiecesGuest view: What do biodiversity rules mean for the real assets community?
Smaller firms may not have had the resources to prepare Englandβs new Biodiversity Net Gain law
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Opinion PiecesGuest view: Avoiding the allocation trap of rigid investment categories
Eduardo Monteiro, partner and co-CIO of Victory Hill Capital Partners
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Opinion PiecesGuest view: Three headwinds for US commercial real estate in 2024
Sector still faces three undeniable challenges
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AnalysisΒιΆΉΣ³» Real Assets January/February 2024: Natural capital sees growth as real estate wilts
The outlook for real estate markets in 2024 is mixed, at best. The hope is it wonβt be as bad as last year, when the asset class experienced varying degrees of repricing across the globe. As Tom Leahy, head of EMEA real assets at MSCI Real Estate Research, quips, β2023 has not exactly been a vintage year for real estateβ.
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Opinion PiecesGuest view: Solving real estateβs fund valuer problem
AIFMD regulations have created a liability problem for valuers, with repercussions for investors, writes Melville Rodrigues
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AnalysisReal estate 2024 outlook (part two): Interest rates, sectors and asset allocation
Outlook for real estate depends on central banks, sector differentiation and wider asset allocation forces
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AnalysisReal estate 2024 outlook (part one): Things can only get better?
It has been a year to forget for investors. Christopher Walker reviews what 2023 means for real estate markets in 2024
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AnalysisCOP28 reaction: A βshuffleβ rather than a step forward
Investors read between the lines of βtransitioning away from fossil fuels in energy systemsβ
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AnalysisReal estate industry urges EU to develop new product labels for SFDR
INREV submits model response to SFDR consultation, proposing phase-out of Article 8 and 9
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AnalysisAnalysis: German renewables funds have to wait for beneficial tax reforms
Germanyβs efforts to enhance its capital markets through the Financing for the Future Act have been accompanied by a delay in finalising regulations for fund investments in renewables. Luigi Serenelli reports
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AnalysisΒιΆΉΣ³» Real Assets November/December 2023: RE AUM growth turns negative
When ΒιΆΉΣ³» Real Assets surveyed institutional investors about their real estate allocations in April this year, it became clear that a slowdown had started. Real estate had been one of the most favoured asset classes during a decade of low interest rates.
