Real Assets

Investment perspectives from our private market experts, including insights on real estate debt and equity globally.

Real Assets

Investment perspectives from our private market experts, including insights on real estate debt and equity globally.

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The CIO Agenda: Single-Family Rentals in a Changing US Market

Podcasts read & listen 23 min
September 2021

The CIO Agenda: Single-Family Rentals in a Changing US Market

People are looking for more living space in which to work from home. Is it time for investors to diversify their real estate exposure?

Property as an Inflation Hedge 

Real Assets read 14 min
September 2021

Property as an Inflation Hedge 

Does property create a viable inflation-linked investment opportunity?

Recent

Looking Under the Bonnet: Residential Real Estate Investment Loans

Real Assets read 5 min
August 2021

Looking Under the Bonnet: Residential Real Estate Investment Loans

An introduction to the US Residential Investment Loans market, and the opportunities available to institutional investors.

Community Housing: Addressing the UK’s Affordability Crisis

Responsible Investment read 1 min
August 2021

Community Housing: Addressing the UK’s Affordability Crisis

The UK’s housing market appears to be in crisis. Do investors and impact capital have an opportunity to address it?

Diversifying With Picket Fences: Single-Family Rental Investments

Real Assets read & watch 7 min
July 2021

Diversifying With Picket Fences: Single-Family Rental Investments

We take a look at how single-family rental (‘SFR’) housing fits into a portfolio, providing both uncorrelated returns and geographic diversification, and possible inflation protection.

The UK Housing Market in 2021

Real Assets read 8 min
July 2021

The UK Housing Market in 2021

On almost every aspect of a model housing market, the UK currently falls short.

What if ESG Could Solve the Global Housing Crisis?

Responsible Investment read 7 min
June 2021

What if ESG Could Solve the Global Housing Crisis?

In cities across the world there is a global crisis of housing affordability; the answer to this crisis may lie in a socially conscious approach to property investment.

The CIO Agenda: Solving the UK's Housing Crisis

Podcasts read & listen 24 min
May 2021

The CIO Agenda: Solving the UK's Housing Crisis

Shamez Alibhai, Head of Community Housing at Man GPM, discusses the UK’s housing shortage.

What Works When Inflation Hits?

Academic Research read 8 min
May 2021

What Works When Inflation Hits?

How should investors reposition their portfolios in the face of heightened inflation risk?

Why the UK Should Embrace Mixed-Tenure Housing

Real Assets read 5 min
April 2021

Why the UK Should Embrace Mixed-Tenure Housing

Writing in IPE Real Assets, Shamez Alibhai explains the importance of developing housing that meets the needs of communities.

Enduring Yield: European Commercial Real-Estate Debt

Real Assets read 11 min
September 2020

Enduring Yield: European Commercial Real-Estate Debt

Why do we believe European commercial real-estate loans represent an appealing asset class? Three reasons: the yield premium relative to corporate bonds, the potential downside-risk mitigation and the discipline of the market post GFC.

UK Community Housing: Market Update

Real Assets read & watch 27 min
July 2020

UK Community Housing: Market Update

Shamez Alibhai talks about the impact of COVID-19 on the UK housing market, the anticipated longer-term effects on demand and current market opportunities.

OK, Boomer! Single Family Rentals and a New Generation

In Focus read 6 min
July 2020

OK, Boomer! Single Family Rentals and a New Generation

US population growth and demographics trends would indicate that demand for the single family rental sector is likely to grow over the coming decades, and that supply may well fail to keep up.

Archive

Collaborative Capital and the Housing Crisis

In Focus read 6 min
May 2020

Collaborative Capital and the Housing Crisis

When the coronavirus crisis finally recedes, Britain will need to refocus on the deep systemic problems in its housing market. Our answer? A new form of public/private partnership.

Then and Now – Why 2020 Is Not 2008 Mark II for the US Housing Market

In Focus read 5 min
May 2020

Then and Now – Why 2020 Is Not 2008 Mark II for the US Housing Market

Is the US housing market at risk of another crisis because of coronavirus? In a nutshell, we believe the answer is: no.

Is the Change to Dodd-Frank Relevant for Specialty Finance Lenders?

Real Assets read 4 min
June 2018

Is the Change to Dodd-Frank Relevant for Specialty Finance Lenders?

The changes to Dodd-Frank won’t have a significant impact on smaller, complex loans or specialty finance assets, in our view.