Staff Writer

Recapitalizations are emerging as a way to bridge Europe’s funding gap, combining capital discipline with operating expertise to enable platforms to institutionalize and grow, say Schroders Capital’s Kieran Farrelly and James MacNamara.

Real estate secondaries has come of age in a higher-rate world, but investors need to do more than price illiquidity to gain an edge, say Henrik Orrbeck and Stefan Lempen at Partners Group.

The looming debt maturity wall is one of the factors expected to power manager-led secondary market transactions, says StepStone Group’s Jeff Giller.

This emerging style of secondary market solutions is all the rage in 2026, says Evercore’s Jarrett Vitulli.

The strategy has moved beyond its opportunistic roots to become a key portfolio management tool, say CBRE IM’s Achal Gandhi, Kilian Toms and Chris Dickson.

Amid slower fundraising, real estate managers are turning to secondaries markets as a strategic source of capital rather than a last-resort liquidity tool, say Townsend’s Anthony Frammartino and Jake Heacox.

Middle-class rental apartments in Japan continue to deliver the most attractive risk-adjusted returns and scalability prospects, says Alyssa Partners’ Chedli Boujellabia.