91传媒在线 Analysis
Thought-provoking, critical analysis of the big issues and latest developments for real assets professionals from industry insiders and IPE鈥檚 reporters
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AnalysisAnalysis: Will global real estate investors reallocate from US to Europe?
Anecdotal evidence from investment managers appears to support live conference poll
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AnalysisIPE Real Estate Conference: Can Europe act as a global safe haven?
Live poll in Copenhagen suggests real estate investors reallocating away from US
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AnalysisMansion House Accord brings hope to UK鈥檚 institutional real estate industry
Timing of pension fund pledge could be critical
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AnalysisUS energy sector shows staying power
Amid the upheaval from new US policy, Christopher Walker finds investors hopeful that favourable secular trends will ultimately prevail in the energy sector
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AnalysisReal estate debt versus equity: stick or twist?
As European real estate moves into a recovery phase, investors might be expected to move out of debt and return to equity. Not necessarily, writes Virna Asara
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AnalysisIs infrastructure debt a tariffs safe haven?
As the world reels from global market uncertainty, infrastructure debt funds are emerging as a relatively stable alternative to mainstream investments, reports Lauren Mills
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AnalysisAnalysis: Infrastructure investors grapple with unprecedented uncertainty
鈥淵ou just can鈥檛 make firm decisions in this environment鈥� 鈥� warning ahead of Trump鈥檚 鈥榣iberation day鈥�
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AnalysisNatural capital 鈥撀爐he nexus between corporate carbon and investment
Asset class is evolving fast, just as 鈥榗orporate money is circling鈥�, says New Forests CEO
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AnalysisWhat Germany鈥檚 鈧�500bn plan could mean for infrastructure investors
Infrastructure and defence spending programme could be a 鈥榞ame-changer鈥� for private capital
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AnalysisMIPIM 2025: How everything is connected to data centres
Talk in Cannes was about digital infrastructure, operational risk, AI and office retrofits
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AnalysisCould investors be overlooking CEE鈥檚 real estate markets?
While geopolitical uncertainty pervades Europe, CEE property 鈥� especially retail 鈥� has been strong
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AnalysisGreystar prepares for the next phase of global student housing expansion
With its global infrastructure now in place, the US firm is ready for the next phase of expansion. Florence Chong speaks to CIO Wes Fuller and Asia-Pacific director Adam Pillay
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AnalysisDeepSeek, what鈥檚 the outlook for data centres?
Will the data-centre boom continue after DeepSeek? Christopher Walker invokes Jevons paradox
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AnalysisGlobal student housing: more students, fewer beds
A glaring mismatch between enrolments and available accommodation is driving demand for PBSA globally. Florence Chong reports
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AnalysisBanking on beds: European real estate debt funds pivot to housing
Europe鈥檚 alternative lenders are being lured by the attractive supply-demand dynamics of the living sector. Virna Asara investigates
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AnalysisScape opens the door for investors to Australian student housing
The creation of an evergreen fund for Scape Australia鈥檚 prize portfolio will keep existing investors on board and attract new ones
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AnalysisGeopolitics to top the agenda at MIPIM investor discussions
Richard Lowe speaks to major institutional investors ahead of the French summit
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AnalysisNordic affordable housing: homing in on urbanisation
Rent regulation may be an obstacle in the Nordics, but urbanisation and sustainability offer attractive opportunities for innovative investors
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AnalysisFund strategies: safe as (affordable) houses?
Affordable housing is gaining favour with institutional investors as a stable, long-term play
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AnalysisCould niche hospitality markets help European housing affordability?
Hospitality and the living sector have long competed for space, but that might begin to change
