Data Snapshot

NBIM bets on European retail, office and resi in diversification push 

Grosvenor, Shaftesbury investments have helped to rebalance the sovereign wealth giant’s sector exposure.

South Korea’s NPS upped real estate commitments by 19% in 2024

The pension fund added at least 10 new funds and direct investments to its real estate portfolio last year.

Real estate loses further ground to infrastructure among SWFs

Sovereign wealth funds’ total allocation to real estate has declined for the third year running, Invesco’s latest research finds.

AIMCo’s $16bn property portfolio in four charts

The Alberta-based pension investor, in the middle of a leadership shakeup and portfolio rebalancing, saw real estate drag on its returns last year.

Lazard: Investor capital is converging toward real assets

Institutional appetite is gaining pace to allocate to sectors that have infrastructure characteristics, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

DOWNLOAD: H1 fundraising volumes dispel recovery predictions

Massive capital hauls from Blackstone masked what was otherwise a tepid capital raising environment during the first half of the year.

Arizona pension makes another cut to its real estate allocation target 

The state retirement system is trimming its target to 15%, down from 20% in 2022, as one trustee expresses a lack of comfort with the asset class.

GRESB: Data centers need their own sustainability benchmark

As data centers grow in scale and strategic importance, investors face rising pressure to evaluate their environmental and social impacts through sector-specific, comparable metrics, according to Chris Pyke, chief innovation officer, GRESB.

SCERS eyes greater European exposure with €60m Hines commitment 

The pension is weighing one of its largest real estate deployments to date as part of an ongoing push for geographic diversification.

Why Spain is emerging as a standout market in European real estate

Outperformance and robust demand have propelled Spain into the region’s top three investment destinations, writes Iryna Pylypchuk, director of research and market information at INREV.