Blueprint: Brookfield’s triple-net push, TPG’s $5bn first close, managers grapple with TPA and more

Investors’ shifting approach to real estate and its impact on managers is the common theme this week, starting with Brookfield. As institutions including insurance groups pile into triple-net-lease strategies, the mega-manager says it is making an expanded long-term push into the sector after bringing on a team of specialists focused on sale-leaseback deals. Elsewhere, TPG sees institutions rotating back into funds; managers look for an edge in a total-portfolio world; co-investments take center stage in Asia and more in this digest, exclusively for our valued subscribers.

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