Newsletter

Blueprint: Blackstone and Brookfield’s office deal, KKR’s self-storage ambitions, AXA’s $2bn US expansion

AXA continues its global industrial expansion with a $2 billion acquisition in the US; KKR puts self-storage under the microscope with $300 million platform; Kayne Anderson backs $1 billion European student lending platform; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Carlyle’s big bet on niche properties; PERE’s Global Awards launch; AXA’s Nordic expansion

Carlyle focuses on niche properties for its largest-ever fund; the PERE Global Awards go live; AXA expands logistics portfolio into Nordics; Schroders launches its own impact benchmark; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone’s Berlin buy, Cabot’s $2.8bn exits, Heitman’s self-storage expansion, Meta’s big commitment to physical office

Blackstone goes long on Berlin; Cabot exits entire fund with a single $2.8 billion sale; Heitman expands its self-storage business; the biggest takeaways from the 2021 PERE America Forum; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: KKR, Blackstone compete for data centers, Greystar tries something new in Asia-Pacific, Mapletree’s REIT deploys $1bn

KKR, Blackstone lead pack of investors competing for UK-based data center operator Global Switch; Greystar is taking a different tack with its Asian investment strategy; Mapletree continues REIT expansion; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: A rare exit for Apollo, KKR’s video game production buy, the next phase of movie studio investment

Square Mile Capital and Hackman Capital Partners take on another ViacomCBS asset; Apollo makes a rare platform exit; KKR acquires a video game production space; the big takeaways from PERE Asia; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: KKR, GIP, American Tower take major data center market share; APG’s continued expansion march; Pretium capitalizes on Zillow’s misstep

KKR, GIP lead a busy day of data center M&A; PAG Real Estate makes a digital infrastructure play of its own; Schroders continues its expansion march; Pretium capitalizes on Zillow’s flop; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: NPS’s multi-faceted $1.5bn account with Tishman Speyer, Greystar’s $3.6bn full fund exit to Ivanhoé Cambridge, Ares’ foray into UK SFR

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: LaSalle’s change in approach to GP co-investment, BVK’s entry into real estate secondaries, the 2021 PERE Awards’ greener hue

LaSalle puts the spotlight on employee co-investment; BVK dives into real estate secondaries; Ares makes a big commitment to the Spanish affordable housing market; the 2021 PERE Awards; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: KKR’s pie in the ski, PGIM’s entry into Australian data centers, GLP’s latest history-making close

KKR makes a different kind of bet on New York office; PGIM, Equinix team up for an Australia venture; GLP outdoes itself with first close of latest Japan development fund; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Starwood’s biggest fund to date, BGO’s next move toward equality, why Oak Street sold to Blue Owl

Starwood stands atop the 2021 fundraising heap; BGO takes on the sector’s gender parity challenge; the acquisition of a PERE 100 high-riser; and more in today’s briefing, exclusively for our valued subscribers.