Newsletter

Blueprint: Blackstone’s new perpetual life vehicle, Rob Speyer’s big office bet, Evergrande’s latest play for liquidity

Blackstone continues to reach new heights with its retail capital platform; APG and Aermont take a fresh run at hospitality and student accommodations; how China Evergrande is angling to avoid bankruptcy; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: KKR’s $4.3bn Americas fund, PERE’s GI 100, Harrison Street’s $2.5bn alts raise, Tishman Speyer’s $500m partner

KKR improves its standing as a manager of choice with the closing of its third Americas opportunity fund on $4.3 billion; Harrison Street’s alts expertise paves way for record fundraise; Korean investor Hana commits $500 million to Tishman Speyer partnership; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: NPS, Hines’ $2.5bn San Francisco office deal, BGO’s $500m US debt fund, Evergrande concerns

NPS and Hines take their build-to-core venture to San Francisco; BGO’s target for its first value-add US debt fund; industry undaunted by the collapse of Evergrande in China; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Brookfield’s dive back into life sciences, TPG’s movie studio debut, Shui On Land’s $500m IPO plan

Brookfield comes charging back to life sciences with King Street acquisition, TPG Real Estate Partners is the latest manager to jump on the content creation bandwagon, Hong Kong’s Shui On Land eyes a $500 million public offering, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone’s aborted SOHO China bid, Apollo’s stake acquisition in Aussie lender, MSREI’s big G10 raise

Blackstone’s massive China real estate estate deal falls apart, Apollo sees growing opportunity for non-bank lending in Australia, MSREI’s fund series continues slow and steady regrowth, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Mubadala’s $1bn US logistics JV with Crow Holdings, CBRE sees pre-pandemic pricing, PGIM’s tech vision for global CIO role

Mubadala’s strategic transition takes it to US logistics and Crow Holdings, CBRE is seeing yields return to pre-pandemic levels, or even compress further, PGIM charts a tech strategy to be executed by its newly appointed global CIO, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Norges Bank’s Kallevig’s next career move, KKR’s new real estate strategy, AIA and GLP’s global tie-up

Norges Bank’s Kallevig’s new co-investment role at Prologis, KKR’s expansion into net-lease real estate space following WP Carey hires, AIA dials up exposure to logistics sector, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Brookfield and Blackstone in large US student housing investments, Starwood increases offer for Monmouth REIT, Digital Bridge exits last hotel

Brookfield and Blackstone jostle for US student housing market share, Starwood Capital and Equity Commonwealth continue fighting for logistics REIT Monmouth Real Estate, Digital Bridge exits final legacy hotel and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: behind Brookfield’s hot start for BSREP IV, ESR’s next big move in APAC logistics, Ares’ real estate bounceback

Brookfield’s hot fundraising start for its most ambitious fund yet; ESR’s billion-dollar platform for Chinese logistics; Ares’ real estate equity business bounces back in a big way; the great movie studio roll-up continues; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: ESR, ARA team up to take on the future; Blackstone’s acquisition streak continues; PSP, Cadillac Fairview are UK-bound

ESR acquires ARA with an eye toward logistics, data center dominance; Blackstone scoops up another industrial platform; PSP doubles down on UK build-to-rent and brings Cadillac Fairview along for the ride; KKR climbs the fundraising ranks; and more in today’s briefing, exclusively for our valued subscribers.