Data Snapshot

Altus Group on the narrowing ‘alternative’ premium in niche property sectors

As capital flows into niche real estate, the yield premium that once compensated for asymmetric information and limited transaction history continues to narrow, according to Omar Eltorai, senior director of research, and Alexander Jaffe, regional lead of valuation advisory, at Altus Group.

MSCI on signs of an incoming transaction market recovery

Deals have stalled in both number and volume, but an increase in large trades and record data center deployment are driving up momentum, according to Tom Leahy, head of EMEA real assets research at MSCI.

The fundraising pipeline begins to unclog

Capital targeted by private real estate funds in January 2026 has reduced compared with one year prior, but the count of funds keeps rising.

Real estate M&A transactions jumped 40% in 2023-25

Deals involving sector specialists represent an increasing share of consolidation activity, according to a report from Hodes Weill.

New report: Private markets performance data

PEI Group’s quarterly fund performance reports analyze the state of private markets through the lens of our proprietary data to bring you market insights enriched by our reporting and editorial expertise.

Lazard: Investor optimism underpins fundraising recovery

With investor sentiment improving last year, the picture for capital flows in 2026 looks brighter, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

GRESB: Social impact matters in residential real estate

Outcomes related to affordability, safety and community are as material as carbon and energy efficiency to residential portfolios, according to Charles van Thiel, director of the Real Estate Standard at GRESB.

Berkshire Global Advisors: New and returning buyers bolster M&A recovery

Traditional and alternative managers, as well as institutional investors, provide a vote of confidence in the real estate market, according to Drew Murphy, partner and head of the private markets advisory practice at Berkshire Global Advisors.

Proptech fundraising slows in challenging conditions

Capital commitments across PERE’s Proptech 20 ranking fell this year, but managers are hoping AI demand and a revived IPO market will encourage investment.

Real estate target allocations fall for first time in over a decade

Hodes Weill and Cornell University’s annual report finds institutions lowered targets 10bps on average in 2025, the first decline in the survey’s 13-year history.