Newsletter

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.

Blueprint: Aermont’s latest fundraise, Norge Bank’s continued buying in Paris and Berlin, PERE’s Global Investor Forum

Aermont takes €3.8 billion for fifth fund, Norges Bank adds more in France and Germany with Swiss Life, PERE’s Global Investor Forum hits Asia, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: EQT Exeter’s smart selling, PGIM Real Estate’s latest senior female appointment, ESR and M&G’s Japan JV

EQT Exeter lauded for clever sales, PGIM Real Estate adds another female senior portfolio manager to its legacy, ESR partners with M&G on Japanese logistics, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: ESR’s confidence in rental growth, PAG and KKR’s shortlisting in $10bn data center deal, ADIA’s new student housing JV

ESR touts the power of rent growth to mitigate interest rates; KKR and PAG are shortlisted in $10bn data center deal; ADIA expands existing student housing relationship; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: CPP and PIF’s hotel bets, PERE’s database update, Alecta’s senior loss

CPP Investments and PIF make commitments to hotels, PERE adds live fundraising charts to its database, Alecta loses a senior real estate executive to a longtime manager, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Brookfield’s latest fundraising haul, PERE’s H1 investor report, Alaska Permanent Fund’s multifamily JV

Brookfield gets closer to latest mega-fund target, PERE adds SWF data to H1 investor report, Alaska Permanent Fund backs multifamily REIT in JV, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: ADIA’s surprising new global real estate head, CalSTRS’ portfolio rebounds, GIC’s increased property allocation target

ADIA hires atypical global head of real estate, CalSTRS benefits from big performance swing, GIC ups real estate allocation, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: KKR’s dynamic dealmaking, BlackRock’s key person change, Blackstone’s bullishness on rents

KKR kicks off our ‘Dynamic dealmaking’ series, BlackRock makes senior leadership changes at real estate fund, Blackstone remains bullish on rental rates, and more in today’s briefing, exclusively for our valued subscribers.