Data Snapshot

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.

DOWNLOAD: 2025 fundraising set to outpace 2024 volume

But without three mega funds, the total capital raised in Q1-Q3 2025 would have fallen below that of the same period last year.

MSCI: The uneven impact of tariffs on regional deal volumes

Beneath the steady headline figures, some cross-border investment is shifting away from the US, according to Tom Leahy, MSCI’s head of EMEA real assets research.

For the Global Investor 100, the pain has yet to pass

For the first time on record, PERE’s global investor ranking contends with a decline in aggregate allocation to private real estate.

Defense spending to boost demand for real estate in Europe’s midsized markets

Projections of occupier demand propel cities with established defense industries notably higher up LaSalle’s European Cities Growth Index.

Urban Neuron: A new era in robotics is turbocharging real estate’s future

Disruption from robotics will extend far beyond controlled construction environments in the near term, say Dr Qizhou (Leo) Xiong and Luke Graham, partners at Urban Neuron.