Newsletter

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.

Blueprint: Greystar buys student housing portfolio from KKR; TPG launches another logistics platform; Korean investors favor US

What Greystar’s acquisition from KKR says about UK student housing; TPG’s latest push into logistics; where Korean investors committed their capital last year; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: The key to NREP’s biggest Nordic core-plus fund, Brookfield’s selling spree, Greystar’s thunder Down Under

How NREP raised the biggest Nordics-focused core-plus fund during the pandemic; why Brookfield is in selling mode; Greystar’s Australian debut; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: EQT-Exeter’s office upside, inside returns from diverse managers, London’s retail recovery

He said it “I would expect our real estate business to increase. We have a lot of white space. But it has to be done in an Apollo-esque way.” Marc Rowan, co-founder of Apollo Global Management, during the firm’s fourth quarter earnings call last week. What’s new? Not dead, just obsolete Exeter Property Group’s chief executive […]

Blueprint: GameStop’s impact on real estate, WeWork’s SPAC ambitions, the emergence of listed real estate

The emergence of listed real estate in institutional portfolios; how the ripple effects of GameStop’s big week have touched mall REITs; WeWork’s latest run at the public markets; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: The story behind Oxford’s acquisition of M7, the final fundraising picture of 2020, Partners Group’s Tokyo arrival

The story behind Oxford’s acquisition of M7; the takeaways from a slow year in private real estate fundraising; Partners Group’s entry into Tokyo office; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: AXA’s Isabelle Scemama on private equity investing; Allianz and British Land in London; investors’ top priorities for 2021

AXA’s Isabelle Scemama shares her thoughts on investing in real estate operators; Allianz and British Land make a splash in the London office market; where investors want to deploy their capital in 2021; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Lone Star pulls £3bn Quintain sale, Amazon commits $2bn to housing, what a Democratic government means for real estate

He said it “I don’t think there’s anything brilliant out there at the moment. It’s all pretty much conventional wisdom.” Jeff Giller, partner and head of StepStone Real Estate, told PERE last week as he described today’s investment recommendations to the firm’s investor clients. What’s new? The price is not right What would have been the largest deal in […]