Newsletter

Blueprint: GLP’s first discretionary fundraise in China, Schroders’ real estate impact fund launch, Oaktree’s views on volatility

GLP’s latest value-add fund for China demonstrates investor appetite for the firm to have discretion on investments; Schroders emphasizes a scorecard to measure up real estate impact for an incoming fund; Oaktree’s real estate team talks volatility; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Hodes Weill’s allocations monitor, Brookfield closes 2022’s largest fund, CalPERS’ real estate spending spree

Hodes Weill and Cornell University’s annual Allocations Monitor white paper reveals stark overallocations among institutional investors; Brookfield’s $17 billion mega-fund stands to be the biggest private real estate vehicle closed this year. Undeterred by current market conditions, US pension CalPERS deploys almost $5bn in Q3 alone; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: PERE’s latest Proptech 20, Tishman’s industrial JV, GIC & ESR’s India venture

Two of PERE’s Proptech 20 weigh in on the rankings, Tishman Speyer and Mitsui Fudosan sense an opportunity for industrial, GIC and ESR continue partnership in India focused on industrial; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: KKR’s European debt business growth plans, PERE’s latest fundraising report, APG’s Asia self-storage JV

KKR targets relationship building as the route to growing its debt origination activities for its European credit business; fundraising slows in PERE’s latest report; APG and CapitaLand buy an established Asia self-storage business; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone’s creative financing, TPG’s latest opportunistic fund, Hines’ 10th Asia office

Unique financing benefits Blackstone in volatile times; TPG closes record opportunity fund despite market conditions; Hines opens Vietnam office as APAC expansion continues; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: EQT’s record industrial fundraise, Hackman’s $1.6bn fund, Blackstone’s insurance partnership

Adverse market conditions do not prevent EQT Exeter from raising its largest fund; global production markets to see attention from Hackman’s $1.6 billion latest studio fund; Blackstone and Resolution Life partner for scalable insurance capital; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: GPIF’s LaSalle mandate, Morgan Stanley and Goldman Sachs’ staying power, Ares’ 10th US value-add fund closes

GPIF strikes fund of funds mandate with LaSalle; Morgan Stanley and Goldman have their comebacks chronicled by PERE; Ares closes its largest value-add fund ever; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Allianz’s top spot among investors, EXPO Real’s return, QuadReal’s APAC logistics venture

Allianz Real Estate tops a hotly contested Global Investor 100, EXPO Real returns to Munich – as does PERE, QuadReal forms $1 billion venture for APAC logistics, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: AXA Investment Managers’ staff restructuring, UBS Asset Management’s cold storage venture, GIC’s hotel splash

AXA Investment Managers – Alts appoints co-heads of real estate as part of wider reorganization, UBS Asset Management closes on $700 million for cold storage development, GIC’s $2.3 billion luxury hotel platform purchase, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Oak Street, GIC’s $14bn US net lease investment, MARK’s mega-exit to Prologis in Europe, LaSalle, ULI’s climate risk report

Oak Street and GIC demonstrate how institutional appetite for net lease real estate is growing with $14 billion blockbuster take-private, MARK vindicates strategic shift from retail with giant logistics exit to Prologis, LaSalle and ULI’s climate risk report underlines the problem with today’s wide range of assessment tools, and more in today’s briefing, exclusively for our valued subscribers.