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1 month ago | 
realassets.ipe.com | Richard Lowe
As the rain lashed Boulevard de la Croisette and lightning briefly lit up the tightly connected streets of Cannes, the real estate industry was reminded that it was not operating in ‘normal times’. MIPIM, held every March in the South of France, is usually relied upon to provide two things: a barometer for the real estate investment market at the start of the year and a sun-soaked antidote to the cold and dark winters experienced by many of its attendees.
This week, neither was provided.
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1 month ago | 
realassets.ipe.com | Richard Lowe
Geopolitics, Donald Trump and the conflict in Ukraine dominated discussions among some of the world’s largest pension, insurance and sovereign wealth funds at the annual RE-Invest Summit in Cannes this week.
Investors from across Europe, North America, Asia-Pacific and the Middle East convened once again to discuss the most pressing issues as part of the annual MIPIM real estate trade fair in the south of France.
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2 months ago | 
realassets.ipe.com | Richard LoweMarch |Richard Lowe
IPE Real Assets Membership
IPE Real Assets has created a suite of products and services for Europe’s institutional real estate investment community.
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2 months ago | 
realassets.ipe.com | Richard LoweMarch |Richard Lowe
Real estate markets seemed to finally be mounting a recovery at the end of 2024. In Europe, transaction volumes reached €55.6bn in Q4, according to MSCI – the highest quarterly figure in two years. Real estate investors therefore headed into 2025 with a sense of optimism, with one eye on falling interest rates and the return to transactional activity.
But it quickly became apparent that 2025 was not going to play ball.
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2 months ago | 
realassets.ipe.com | Richard Lowe |Jon Peterson
Blackstone’s US$55bn (€52.8bn) infrastructure business was the “largest single contributor” to the private equity firm’s fourth quarter results, according to president Jon Gray.
Speaking during a quarterly earnings call, Gray said assets under management of Blackstone Infrastructure Partners (BIP) had risen 34% over 12 months, establishing “one of the world’s largest infrastructure businesses” in a “relatively short period of time”.
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2 months ago | 
realassets.ipe.com | Richard Lowe
The UK government has announced it is backing the expansion of Europe’s busiest airport, which is owned by French infrastructure fund manager Ardian and several global sovereign wealth and pension funds.
UK Chancellor Rachel Reeves said today that the development of a third runway at Heathrow Airport would “unlock further growth, boost investment, increase exports and make the UK more open and more connected”.
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Jan 24, 2025 | 
realassets.ipe.com | Jon Peterson |Florence Chong |Richard Lowe |Christopher Walker
As fires spread across the Los Angeles metropolitan area in California in early January, scientists confirmed that 2024 had been the hottest year on record
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Oct 22, 2024 | 
realassets.ipe.com | Richard Lowe
A “window of opportunity” is opening up in global real estate over the next 12 to 18 months, according to Oxford Economics.
The independent economic advisory firm said 2025 and the latter stages of this year will offer the best “entry point” for investors looking to capture a recovery in real estate markets, particularly in Europe, which is “leading the way”.
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Oct 10, 2024 | 
realassets.ipe.com | Richard Lowe
Much of the talk at a surprisingly busy Expo Real trade fair this year could be filed under the cliched label of “cautious optimism”. Real estate markets had turned a corner, people agreed. Falling interest rates and stabilising asset values paved the way for a recovery in transaction volumes in 2024.
But mixed in with the relative positivity of the conversations in Munich was an uncertainty over how the long-awaited real estate recovery would be different this time.
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Oct 9, 2024 | 
realassets.ipe.com | Richard Lowe
Some of the largest pension funds in the UK and Australia have joined forces to lobby the UK government to improve the investability of the UK’s clean-energy infrastructure market.
Large domestic pension funds, including Universities Superannuation Scheme (USS), Border to Coast and NEST, have co-signed alongside Australian superannuation funds a “blueprint” that recommends government policies that aim to encourage greater institutional investment in clean energy.
