Real Asset Media Thought Leaders
Business:Investing
James Wallace, Contributing Editor, Real Asset Media, tells The Real Asset Day that the EU reached a landmark deal that shows solidarity in a time of crisis and will bind the block together, but it is important that the resources be distributed quickly and then allocated wisely. There is a risk of moral hazard as the EU will not have enough oversight over how and where the money is spent
2050 targets will still be there when economic dust settles
Realcast: Convent conversions, retail in the hot seat, France on top, timber BTR houses in NL
Healthcare buyers and sellers ‘need to find new equilibrium’
New logistics rental growth experience helps draw talent
GDP and logistics rent growth on different tacks for first time
Scale of logistics demand helps to offset higher build cost: GLP
Realcast Singapore: raising the green bar, growth masks rate rises, foreign forays on hold
Greystar’s new-build focus enables tenant energy savings
Senior housing’s data richness gives an edge on other sectors
Logistics land price reduction needed to balance debt costs
Core-focused funds benefiting from safer status in turmoil
Realcast: Outlook for debt, data centre shortage, MAPIC awaits, perspective from Singapore
Growing elderly needs cement healthcare property demand
All-equity players better placed to face new finance paradigm
Time for talking sustainability over, now it’s time for action
Improving existing stock is ‘huge lever’ for sustainability
Realcast: Brexit consequences, NL sheds and science thrive, Patrizia turns to Japanese resi
ESG like a wave – ride it or get washed away: Palmira Capital
Tenant influx boosts rents and steadies Paris capital values
More restrictive ESG policies likely from banks: Berlin Hyp
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