Allocation Strategy

Investor watch: Largest backers commit $16bn since 2019

The New York State Teachers’ Retirement System continues to be the top investor in US commercial real estate private credit.

NYSTRS ups real estate debt investments

The New York-based pension is increasing its allocation from $1.1bn to $1.3bn.

Investor watch: New York State Teachers, CPP emerge as top real estate private credit investors

CPP Investments was second, with $1.24bn allocated.

Inside San Diego County’s commitment to Sabal Investment Holdings 

The commitment represents a new relationship for the $11bn San Diego retirement system.

San Diego ERS allocates $25m to Sabal debt fund

The $11bn institution has invested in Sabal Debt Opportunities Fund III.

Analysis: Lenders lean into industrial recalibration

An oversupply of industrial space built during the covid-19 pandemic is presenting opportunities for redeveloping larger spaces into smaller suites.

Lenders grapple with a fear worse than FOMO

Commercial real estate lenders are being guided by a principle that is more fraught than a fear of missing out – they are afraid of making a mistake.

Full spectrum portfolio: Why debt is a must-have for investors

The need for income means real estate private credit is becoming an indispensable allocation for investors.

Analysis: JPMorgan AM rethinks real estate allocations in higher-rate world 

The firm is delving into the role public and private strategies play in institutional investor portfolios.