Newsletter

Blueprint: PERE’s Asia conference kicks off, Blackstone and Brookfield’s loan woes, Tristan’s third stake sale

What to watch for as PERE Asia gets underway; Blackstone and Brookfield engage with loan issues as defaults loom; Tristan’s sale to Candriam now at 80 percent but founder Lewis insists management stays in control; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Brookfield’s fifth global fundraise begins; GLP’s corporate restructure means a reunion; Nuveen’s value-added European strategy

Brookfield’s re-entering of the fundraising market demonstrates pace of deployment, GLP’s corporate restructure sees a spun-out business return to the fold, Nuveen adds a closed-end fund to its open-ended quiver in Europe; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Public REIT fortunes mixed after Fed interest rate hike; PERE explores borrowing problems; Brookfield’s South Florida hotel sale finally closes

Public equities markets react favorably to Federal Reserve’s latest interest rate hike but real estate public markets have a mixed response; PERE’s latest cover story highlights borrowers’ issues in the current environment; Brookfield sells a signature hotel asset in South Florida after previously failed buyer efforts; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone’s fundraising momentum; CalSTRS’ real estate staff shake-up, BIG’s record multifamily fundraise

Blackstone’s earnings remind the market of the firm’s fundraising prowess; CalSTRS’ Mike DiRe is promoted, while the real estate director position remains unfilled; Bridge Investment Group raises a record multifamily fund, proving investor appetite for the asset class; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: KKR and ODCE’s redemption queues, real estate’s prominence at Davos, MN’s seed M&G investment

KKR and the ODCE index both face redemptions queues as investors rebalance portfolios; real estate prominent at the World Economic Forum in Davos; MN escalates fund commitment sizes as it seeds M&G’s new core fund; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: BlackRock’s continued reshuffling, ESR’s latest Vietnam expansion, LGIM’s US platform launch

BlackRock makes further leadership changes, promoting its EMEA head to a global chief investment role; ESR continues expansion in Vietnam via a $450 million funding round for a local industrial developer; LGIM opens its US real estate business with initial plans for balance sheet investing; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: PERE Awards voting closes, Private REIT dust starts to settle, Allianz and PIMCO’s rebrand

Voting in the 2022 PERE Global awards closes with some very tight races, BREIT’s $4 billion commitment from UC Investments furthers discussions around private REITs, Allianz Real Estate rebrands to PIMCO two years after being grouped together by insurance giant parent; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone and Starwood’s rebuttal, QIA and RXR’s preferred equity play, PERE’s 2022 awards voting opens

Blackstone’s Schwarzman and Starwood’s Sternlicht address concerns surrounding their firms’ non-listed REITs; QIA and RXR make a New York multifamily deal work with preferred equity; PERE’s award voting gets under way in a hotly contested 2022 class; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone’s gated REIT, real estate selloff begins, Oak Street’s first mega-fund

Blackstone’s gated private REIT is a sign of things to come as investors seek liquidity; PERE’s latest deep dive shines a spotlight on the beginnings of a real estate selloff as the markets reckon with volatility; Oak Street turns net lease fundraising heavyweight with the first closing of its maiden mega-fund; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: SC Capital and ADIA’s data center venture, PGIM Real Estate senses credit crunch, Flynn, Varde in $1.1bn hotel commitment, AXA IM’s Australian affordable housing strategy

SC Capital’s data center business receives vindication following ADIA backing, PGIM Real Estate’s global CIO senses a credit crunch as lenders of all types retreat, Flynn and Varde stay committed to limited-service hotels and to each other, AXA IM Alts focuses on affordable housing in Australia with latest build-to-rent venture; and more in today’s briefing, exclusively for our valued subscribers.