Jonathan Brasse

Asset over sector selection is increasingly defining the way institutional private real estate is approaching the sector now, delegates heard today at the PERE Europe Forum in London

Analysis of PERE’s first Core 100 manager ranking demonstrates how an asset specificity now matters less than the resilience of its performance.

The president and CEO of OMERS’ property business expects appetite for private real estate’s lowest risk and return profile to come back as another cycle forms.

PERE has started ranking managers by their fundraising for core and core-plus risk and return profiles at a widely anticipated transitional time for private real estate.

PERE’s editors share the biggest highlights from our newly integrated real estate capital markets service, which launched this week.

The world’s largest data center REIT by footprint is planning several fund series. Next incoming is a US open-end fund for which a cornerstone raise of up to $3bn is targeted.

The data center giant’s $3.25bn debut fund adds to a growing cohort of listed specialists making significant inroads in private real estate capital markets.

Morgan Stanley’s real estate investment management business has raised almost 75% of the capital targeted for the latest iteration of its long-standing global opportunity fund series.

Asia’s insulation, overweight appetites for the region’s developed markets and a still-early AI-driven data center opportunity were key themes at this year’s conference for chairman, La Caisse’s George Agethen.

The steep stock market selloff last week compounds an already daunting challenge for property services firms to scale their investment managers.