Insight

How real assets’ parameters are expanding

The term now encompasses more than just real estate, as infrastructure’s star keeps rising and debt moves into the mix.

Data room: The unstoppable rise of real assets, visualized

Despite myriad economic shocks over the past decade, GPs have continued closing ever-larger funds as more LPs carve out space for resilient real assets.

CBRE IM’s McNamara on the evolution of real assets

The rise of infrastructure and inclusion of listed equities and private credit have revolutionized the concept of real assets. Investors must now take a more holistic approach to portfolios, says CBRE Investment Management’s head of client solutions Bernie McNamara

A new balance for real estate

Property investors are recalibrating their exposures to reflect fundamental changes to our way of life.

How ESG is driving decisions in real assets

As real assets managers step up to the climate challenge, sustainability and fiduciary duty go hand in hand.

Term Sheet: Vonovia’s social bonds, life sciences in the spotlight, the UK’s commercial eviction moratorium ends

German residential owner Vonovia considers the social side of ESG with its latest bond issue; HSBC backs the growth potential in life sciences real estate; the UK’s commercial eviction moratorium comes to an end with potential ramifications for property lenders; and more in today’s briefing, exclusively for our valued subscribers.

HIG backs London hotel market recovery with £76m loan

The Miami-headquartered investment firm’s mezzanine loan, provided to Shiva Hotels, finances a portfolio of five-star assets.

Term Sheet: Industry faces the impact of higher rates, rising construction costs cause concern, lenders under pressure on ESG

The Bank of England and the Fed’s rate rises signal a changing economic backdrop for real estate borrowers and lenders; development lender Atelier finds construction market participants are alarmed by rising costs; the ULI and PwC’s latest global Emerging Trends report suggest the industry wants to see a greater focus on ESG from lenders; and more in today’s briefing, exclusively for our valued subscribers.

Ukraine and inflation are MIPIM’s impossible-to-ignore topics

Attendees at the Cannes event tried to make sense of how geopolitical and macroeconomic factors will impact their industry.

Term Sheet: MIPIM returns, Ardian’s new debt strategy, Moody’s highlights top risks

MIPIM in Cannes brings the industry together after a two-year hiatus; French private equity firm Ardian sees real estate debt as its logical next step; ratings agency Moody’s highlights the top risks facing the real estate market; and more in today’s briefing, exclusively for our valued subscribers.