Deep Dive

Why other investment banks did not stay in the race

Several key factors separated the real estate businesses of Goldman Sachs and Morgan Stanley from the rest of the pack.

MSREI’s passing of the torch

Lauren Hochfelder and Brian Niles are taking over leadership of a real estate business that is very different from the one they joined.

Goldman Sachs’s race to reach third-party scale

Following its 2019 restructuring, the bank’s real estate business has been making a hard push to catch up in real estate equity fundraising.

Deep Dive: The investment banks that chose to reboot over quitting

While other banks exited the space, Morgan Stanley and Goldman Sachs stayed the course and restored their credibility in private real estate.

Deep Dive: Sophie van Oosterom and the art of team building

For the global head of Schroders Capital Real Estate, assembling the optimal roster of talent has been about ‘connecting the dots.’

Managers are split on how to approach yield curve inversion

An inverted yield curve typically precedes a recession.

Deep Dive: Private real estate’s obsolescence problem

Property owners face tough decisions in the wake of increasing ESG and tenant requirements for their buildings.

Deep Dive: How deurbanization has become more than a trending theory

As covid-19 amplifies the exodus from big, expensive cities, institutional capital must decide if it wants to join the retreat or bet on a return.

Deep Dive: Has Chinese capital been beaten out of Western markets?

Strained geopolitical relations have pushed Chinese foreign direct investment in private real estate to historic lows. Yet, as Arshiya Khullar finds, not all Chinese investors are stopping their activities in the West.