Jonathan Brasse
While a 25% currency discount is a lure for some international bargain hunters, the institutional attitude has remained largely circumspect.
As managers shift to focus on near-term challenges, sustainability and social impact goals are at risk of being deprioritised.
A report published this week by LaSalle Investment Management and the Urban Land Institute drives home that non-uniform measuring of risks is keeping institutional real estate markets ambivalent.
Goldman Sachs has echoed Morgan Stanley by returning to private equity real estate funds with a rebranded series carrying a considerably more conservative strategy.
The managing director at the Paris-based asset manager says investors should be re-underwriting business plans to fit the current inflationary environment.
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
John Grayken has run one of the most successful private equity real estate businesses in the world for almost three decades, staying true to strict but simple investing principles. He tells affiliate title PERE what they are.
In bringing aboard €1.2bn for its Ardian Real Estate European Fund II, the Paris-based manager has raised more than 60% more than its 2018 debut vehicle.
Performance and demand for the digital real estate type are materializing into mega-deals, despite lingering ESG concerns.
Executing an effective carbon reduction plan will be a critical component to maintaining value for institutional landlords going forward.