Newsletter

Blueprint: GameStop’s impact on real estate, WeWork’s SPAC ambitions, the emergence of listed real estate

The emergence of listed real estate in institutional portfolios; how the ripple effects of GameStop’s big week have touched mall REITs; WeWork’s latest run at the public markets; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: The story behind Oxford’s acquisition of M7, the final fundraising picture of 2020, Partners Group’s Tokyo arrival

The story behind Oxford’s acquisition of M7; the takeaways from a slow year in private real estate fundraising; Partners Group’s entry into Tokyo office; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: AXA’s Isabelle Scemama on private equity investing; Allianz and British Land in London; investors’ top priorities for 2021

AXA’s Isabelle Scemama shares her thoughts on investing in real estate operators; Allianz and British Land make a splash in the London office market; where investors want to deploy their capital in 2021; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Lone Star pulls £3bn Quintain sale, Amazon commits $2bn to housing, what a Democratic government means for real estate

He said it “I don’t think there’s anything brilliant out there at the moment. It’s all pretty much conventional wisdom.” Jeff Giller, partner and head of StepStone Real Estate, told PERE last week as he described today’s investment recommendations to the firm’s investor clients. What’s new? The price is not right What would have been the largest deal in […]

Blueprint: Blackstone’s $3.4bn life science deal with Brookfield, MARK hits its hard-cap, Prologis’s logistics outlook

What Blackstone’s $3.45 billion portfolio acquisition says about life science; how the firm formerly known as Meyer Bergman fared with its first fund; Prologis’s outlook on logistics demand; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: One-on-one with Carlyle’s Robert Stuckey, another launch delay for IPSX, NPS spends big on US logistics

Inside the mind of Carlyle’s Robert Stuckey; more delays for IPSX’s debut launch; NPS’s big splash in the US logistics market; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Inside KKR’s latest fund, AXA’s long view on life science, the lowdown on special servicers

How special servicers have worked to avoid a repeat of 2008; KKR’s high hopes for its latest opportunistic fund; AXA’s long-hold strategy for life science; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Tishman Speyer’s new global aspiration, the big banks backing student housing, Korean investors in the US

Tishman Speyer’s global aspirations for life science real estate; Korean investors’ renewed love for US real estate; Harrison Street’s student housing credit extension; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Colony’s new CEO on politics, China’s three red lines, Airbnb’s upcoming IPO, Brookfield’s latest rescue

Why Colony Capital’s Marc Ganzi is steering clear of politics; how China’s new regulation of housing developers is impacting other property types; what Brookfield and Simon are hoping for from JC Penney; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: What a Biden presidency means for private real estate; California, Florida pensions join URW coup; Investcorp capitalizes on sellers’ market

What a Joe Biden presidency might look like for private real estate; Investcorp’s $900m multifamily exit; CalPERS and the State Board of Administration of Florida back Aermont’s Bressler and company in REIT takeover; and more in today’s briefing, exclusively for our valued subscribers.