Newsletter

Blueprint: Why bad retail refuses to go away; Brookfield’s $17bn fund launch; CapitaLand’s data center buy in China; A record-setting US hotel sale

Why bad retail refuses to go away; what Brookfield’s $17 billion fundraise target means for private real estate post-covid; CapitaLand’s latest splash in the data center space; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Why Starwood and Blackstone like Fifth Wall’s latest SPAC acquisition; Mapletree mulls another REIT offering; USAA takes full ownership of Square Mile Capital

Why Starwood, Blackstone and other heavy hitters like Fifth Wall’s most recent SPAC acquisition; Mapletree’s latest IPO consideration targets student housing; USAA adds to surging M&A activity; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Extended Stay boards’ defense of $6bn Blackstone, Starwood deal, Mubadala’s entry into Australian logistics, a big GIC departure

Extended Stay America’s boards defend $6 billion Blackstone, Starwood transaction; Mubadala Investment Company breaks into Australian logistics; top female real estate exec to leave GIC; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Lone Star’s UK student housing play, ESR sidesteps into data centers, AXA’s office development fundraise, Ivanhoé Cambridge’s US industrial bet

Private real estate firms jostle for UK student housing market share; ESR’s ‘natural’ pivot to data centers; PAG secures rare mega office lease in Hong Kong; Hotel fundraising; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: PERE’s Proptech 20 launches; KKR’s $1bn life sciences deal; Ares’s Landmark purchase analyzed; BGO’s diversity win

PERE’s Proptech 20 ranking launches; KKR plunges into life sciences with a $1 billion deal; further insights into Ares’s purchase of secondaries specialist Landmark Partners; the diversity benefits for BGO in acquiring Metropolitan Real Estate; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Nuveen, Taconic’s $600m NYC life science recap; QuadReal’s $1bn China logistics venture; WeWork repositions as a tech company

Nuveen and Taconic’s plans to upscale a NYC car showroom into a life sciences hub; How QuadReal’s low profile China strategy includes a $1 billion logistics partnership; KKR hires Tom Lee to lead its lower risk and return Asia activities; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: StepStone is ready to spend; Blackstone, Starwood draw questions for latest hotel play; Gaw launches proptech fund

What StepStone plans to do with $3.5 billion of dry powder; a closer look at the price Blackstone, Starwood paid for Extended Stay America; Gaw Capital’s latest proptech investment strategy, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Carlyle targeting $6bn for ninth fund; Oxford’s Dream investment; LP enthusiasm for real estate

Details from Carlyle’s latest fundraise; Oxford Properties and other institutions back Dream’s debut fund; why most investors are not bullish on real estate right now; the real estate implications of the $1.9 trillion US stimulus effort; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Investors rethink core; BGO’s latest European fund was reset ready; Ivanhoé Cambridge eyes India

Investors absorb changes to core real estate; BentallGreenOak’s latest European debt fund gets a bigger market reset than it bargained for; Ivanhoé Cambridge sets its sights on Indian office parks; a curveball in this year’s compensation report; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: BGO buys Metropolitan, BlackRock raises over $1bn for latest Asia fund, Townsend’s read on office, the 2020 Global PERE Awards

BentallGreenOak gives Metropolitan Real Estate a new home; BlackRock proves its Asian fund series has staying power; Townsend says more space for office workers is here to stay; Blackstone dominates the Global PERE Awards; and more in today’s briefing, exclusively for our valued subscribers.