Newsletter

Blueprint: PERE’s cover story on price discovery, the White House’s call for new banking rules, this year’s compensation survey results

PERE’s April cover dives deep on price discovery and when transaction activity is set to bounce back; the White House calls for a new set of rules for mid-sized banks, looking to reverse Trump-era rollbacks; PERE unveils the results of its joint compensation survey with Sousou Partners; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: SVB’s purchase abates Deutsche Bank’s troubles, Starwood’s Sternlicht criticizes rate hikes, ESR’s divestment plans

SVB’s sale assuages markets, including stemming Deutsche Bank’s drop in share price; Starwood’s Barry Sternlicht laments the Federal Reserve’s decision to continue hiking rates after regional bank failures. Plus: ESR plots up to $750 million divestment following ARA acquisition; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Credit Suisse’s takeover and regulatory change stokes fears, ECB’s interest rate hike, MIPIM takeaways

Credit Suisse’s rescue by UBS raises concerns for investment management businesses; US managers sense regulatory change; the ECB increases rates as the Federal Reserve’s next meeting looms; takeaways from a busy week at MIPIM, the world’s largest real estate conference; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Silicon Valley Bank’s and Signature Bank’s collapse and the real estate fallout, North American investors’ China problem, Niam’s latest roadshow

Silicon Valley Bank and Signature Bank failures have different initial implications for real estate managers; some North American investors have a China problem, as told in PERE’s latest deep dive; Niam returns to fundraising form with a big CalSTRS commitment; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone defaults on debt but sees waning fund redemption queues, Lone Star’s 22nd fundraise coming, AXA IM Alts raises notable capital for debt

Blackstone defaults on Finnish portfolio despite efforts to stave this off in the same week it reports redemption queues for BREIT softening; Lone Star Funds begins fundraising for its 22nd real estate opportunity fund; AXA IM Alts pours as much into debt as it does equity in a sign of the times; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: PERE’s Award winners about to be announced, GIC’s INDUS take-private, CPP Investments hires global real assets head

PERE Award winners are announced tomorrow, with a varied field of winners; GIC’s INDUS Realty Trust purchase is the state fund’s fourth REIT privatization in the last year; CPP Investments hires global head of real assets six months after losing predecessor to a competitor; and more in today’s briefing, exclusively for our valued subscribers.

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.