The Pere Podcast

What a pullback on Saudi mega-projects means for GCC real estate

The PERE Podcast highlights the Middle East’s rise as a destination for global real estate capital and the region’s shifting market dynamics, with insights from Sousou Partners’ Ghada Sousou.

‘A real coup’: GIC mega-deal puts net-lease strategies back in the spotlight

The PERE Podcast breaks down the Singapore wealth fund’s $1.5bn JV with sale-leaseback specialist Realty Income, the latest in a wave of capital formation targeting net-lease property portfolios.

‘A more discerning market’: What’s driving real estate’s fundraising upswing

The PERE Podcast breaks down a budding recovery in real estate capital formation, with insights from Bain Capital’s Ryan Cotton.

Real estate equity in 2025: Deals, deployment and the road ahead

In the year’s final episode of The PERE Podcast, the team breaks down the defining deals, shifting fundraising dynamics and key market trends of the last 12 months.

Real estate credit in 2025: The stories and trends that moved the market

In part one of a two-part series, The PERE Podcast looks at the top headlines from across 2025. This week, the team focuses on the major stories in real estate credit.

‘An abundance of capital’: Competition heats up in Europe’s lending markets

The PERE Podcast breaks down Real Estate Capital Europe’s annual Active Lenders list with perspective from Leumi UK’s Peter Clayton.

Regional retrenchment: ‘Financial engineering trumping local knowledge is over’

This episode of The PERE Podcast discusses ICG’s retrenchment from Asia, following a line of Western managers doing the same. We also speak to Goodwin Gaw, chairman of Gaw Capital, about his views on the current trend and the firm’s renewed focus on the region.

‘Rise of the stakers’: Why Japanese firms are buying up US and European managers

The PERE Podcast spotlights a slew of M&A deals involving some of the country’s biggest corporations staking their claims, featuring Patron Capital founder Keith Breslauer.

‘It’s a really solid asset class’: Private capital warms to affordable housing

The PERE Podcast spotlights investors’ growing conviction for strategies that address one of real estate’s most undersupplied sectors, featuring MSquared founder Alicia Glen.