Newsletter

Blueprint: Our latest global investor ranking, Hines’ new leadership, Tishman’s Korea venture and more

The 2026 update to PERE’s annual Global Investor 100 ranking marks a return to growth for the world’s largest institutional real estate owners after a historic dip last year. But the full story is more nuanced. Find out why in our in-depth analysis and be sure to check out the entire list of the top 100 investors. Elsewhere, Hines cements its next generation of family leadership, New York’s largest pension fund continues a real estate ramp-up, Tishman Speyer and Azora enjoy fundraising momentum in Korea and Spain, respectively, we bring a dispatch from Expo Real in Munich and more in this week’s digest, exclusively for our valued subscribers.

Blueprint: NPS’s APAC bet, Meadow’s next flagship, an Aussie super’s return to real estate and more

In today’s edition, This week we cover some of the world’s largest institutions moving in new directions as they reorient their global property portfolios. Leading the headlines is Korea’s National Pension Service, with a large APAC-focused commitment that reflects its evolving strategy. Meanwhile, the Ontario Teachers’ Pension Plan expands its European housing footprint to a new market, two other Canadian pensions revamp their leadership ranks, the Australian Retirement Trust’s CIO calls a market turning point and more in this digest, exclusively for our valued subscribers.

Blueprint: CalSTRS’ $5bn property spree; PCCP’s double fundraise; PERE Europe round-up and more

In today’s edition, has private real estate’s long repricing reached a turning point? This week brings news of three public pensions stepping up commitments to the asset class in recognition of a compelling buying opportunity. Chief among them is CalSTRS, the California pension giant which has committed $5 billion in fresh equity to real estate in the last six months alone. Meanwhile, we have exclusive details on not one but two multibillion-dollar real estate vehicles raised by California-based manager PCCP; highlights you might have missed from our annual PERE Europe Forum in London and more in this edition, exclusively for our valued subscribers.

Blueprint: BGO’s APAC ambition, UK build-to-rent momentum and more

In today’s edition, cross-border strategies emphasizing targeted residential exposure lead the headlines this week, starting with Miami-based BGO. After raising a record Asia value-add fund last year, the manager is now off and running with its latest core-plus vehicle in the region. Elsewhere, Canadian managers gain traction in the UK rental market; La Caisse forms another industrial JV; Greystar welcomes a new head of Asia-Pacific and more in this week’s digest, exclusively for our valued subscribers.

Blueprint: Spotlight on GP co-investment fundraising, Clarion to acquire Stoneshield stake and more

In today’s edition, a little-known and little-discussed strategy takes the spotlight this week, with California-based manager Whitman Peterson’s latest dedicated GP co-investment program reaching $1 billion in capital raised. Elsewhere, one of Europe’s fastest-growing managers is snapped up by a US giant, Australia’s second-largest superannuation fund gets a German care home platform off the ground, a US self-storage fundraise crosses the finish line, and more in this week’s digest, exclusively for our valued subscribers.

Blueprint: Our first Core 100 manager ranking, NBIM’s real estate chief on rebalancing and more

In today’s edition, the summer holidays are ending, but the PERE team has been hitting the books for months. Now come the fruits of that research: our inaugural Core 100 manager ranking of the industry’s top core and core-plus fundraisers. The debut list is part of a series of articles focused on the lower-risk side of private real estate. Elsewhere this week, we sit for exclusive interviews with Norges Bank Investment Management’s global real estate chief, Alex Knapp, and Hongkong Land’s CIO, Michelle Ling. Meanwhile, Singapore’s GIC loses a regional head, New York’s biggest public pension leans into healthcare property and more in this digest, exclusively for our valued subscribers.

Blueprint: JPMorgan’s net-lease windfall, data center backlash and more

In today’s edition, Days after Goldman Sachs announced a dedicated push into net-lease real estate, the asset management arm of fellow New York banking giant JPMorgan is preparing for a massive buying opportunity of its own. Find out more below. Elsewhere this week, managers grapple with rising opposition to data centers; Invesco looks to curb redemptions from its US core fund; Kennedy Wilson brings in a former CEO to boost its capital-raising efforts and more in this digest, exclusively for our valued subscribers.

Blueprint: NPS and CPP’s latest commitments, Machine’s oversubscribed distress fund and more

In today’s edition; Higher-risk strategies remain at the forefront this week as investors seek outsized returns after a market reset. Leading this week’s newsletter is Machine Investment Group, an emerging manager focused on distressed and special situations, which hit the hard-cap on its second flagship fund – the latest in a series of similar capital formation events this month. Elsewhere, global pension investors NPS and CPP Investments each reveal significant exposures to non-core real estate funds; manager Kennedy Wilson expands in Canada; a new trend emerges in manager M&A and more in this digest, exclusively for our valued subscribers.

Blueprint: Raith’s new record, Canyon’s return to equity, L+R’s expansion and more

In today’s edition, In a capital-constrained market environment, distributions from prior fund vintages have become an all-important metric in a manager’s track record. The latest example is Raith Capital Partners, which made the headlines this week after raising its largest property fund yet, fueled in part by the performance of its previous flagship vehicles. Get the details below. Meanwhile, we chat with UK real estate billionaire Ian Livingstone on his family office’s push into fund management; Canyon Partners closes its first US opportunity fund above-target; Brookfield and TPG chart their next series of property funds and more in this week’s digest, exclusively for our valued subscribers.