Deep Dive

Public REITs’ balancing act

The new entrants have closed some of the largest private real estate funds this year, but can they serve two disparate investor groups?

Private real estate losses prompt search for answers

As a growing number of covid-era deals underperform, investors are probing whether market timing or poor manager decisions are to blame.

How private real estate is building resilience against an AI bubble

Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.

Beyond BGO: Sonny Kalsi’s final act

The industry veteran has just agreed to the biggest job of his financial career. He expects it to be his last.

Deep Dive: Why Australian superfunds are real estate’s emerging superpower

Australia’s superfunds are on track to become the second-largest pension pool in the world. That will have major ramifications for private real estate.

Deep Dive: The performance metric that has become ‘top of mind’

Pressure for payouts mounts as many 2020- and 2021-vintage funds continue to generate little to no distributions.

Deep Dive: Generali’s grand designs for third-party capital

Despite stiff competition in a challenging marketplace, the Italian insurer’s real estate manager is taking its fundraising ambitions to the next level.

Prologis’s public-private juggling act

Being a public REIT with a private capital business will require adeptly managing potential conflicts between the two.

Deep Dive: Rana Ghorayeb takes on CDPQ’s real estate reboot

Tasked with navigating the pension’s C$75bn property portfolio through a turbulent environment and the organization’s own unprecedented restructuring, Rana Ghorayeb is undaunted.

Hongkong Land’s Smith: ‘Recycling capital is our top priority’

The listed company plans to expedite the return of invested capital, including transferring balance-sheet assets to third-party vehicles.