Newsletter

Blueprint: What we heard at MIPIM, Benson Elliot’s comeback, and more

This week, PERE is fresh off a whirlwind of on-the-ground meetings at MIPIM, where property investors reacted in real time to a quickly shifting global economic landscape, but shared optimism about a return to dealmaking in Europe. Elsewhere, Benson Elliott makes a comeback with its first flagship fund close post-PineBridge acquisition; Manulife makes a move into Australia; QuadReal targets mobile homes; and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: Partners Group’s next chapter, Blackstone’s record haul, core alternatives and more

This week, PERE’s March cover story spotlights Partners Group, the Swiss manager that made a name for itself in indirect real estate but is now focusing its attention on direct strategies. Elsewhere, Blackstone sets another fundraising record, core funds find traction in niche sectors, Legal & General and PGGM seed a £1 billion partnership, and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: PERE Awards, Brookfield’s secondaries momentum, CDPQ’s new real estate team, and more

This week marks the reveal of the 2024 PERE Award winners, saluting the year’s top feats in real estate investing, fundraising and dealmaking. Elsewhere in the industry, secondaries take the spotlight with large capital raises by Brookfield and Neuberger Berman; CDPQ’s new-look Ivanhoé Cambridge team gains two private real estate vets; NBIM ramps up its spending, and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: ART’s $1bn Almanac mandate, Apollo’s Bridge to real estate primacy, PERE Asia Summit, and more

Mega-deals top the private real estate headlines this week as Australian Retirement Trust and Almanac Realty Investors go hunting for US operating companies while Apollo agrees to buy Bridge Investment Group in a transaction poised to make it one of the industry’s biggest managers. Elsewhere, Sculptor Capital Management raises its largest-ever property fund, Hines recruits a veteran APAC capital raiser, and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: Barings’ Artemis acquisition, PAG’s record haul, PGIM’s return to office and more

Private real estate’s M&A takeover continues this week with Barings’ acquisition of PERE 100 manager Artemis Real Estate. Meanwhile, PAG closes its largest-ever opportunistic fund, PGIM heralds its return to office buying, Pretium brings in a veteran capital raiser and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: Ares’ GCP ambitions, Blackstone’s office view, Gaw’s Tokyo mega-deal and more

Ares Management’s plans for its expanded real estate business post-GCP acquisition begin taking shape, Blackstone mulls a major return to the office sector, Partners Group’s co-head of real estate exits, a Gaw-led venture strikes a billion-dollar deal in Japan and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: Investors sour on real estate, emerging managers to watch, the hotel comeback and more

Private real estate gets a reality check in PERE’s latest investor report, which suggests a fundraising rebound is still some ways off. That is not stopping several new managers from making their mark, and we highlight six of them in our February cover story. Elsewhere, we dive into a stunning comeback for hotel investment, how political upheaval is disrupting global capital flows and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: KKR’s $157bn mash-up, EQT Exeter’s shake-up, US investment outlook and more

KKR’s monumental merger of its real estate and infrastructure businesses dominates the industry headlines this week, and PERE has the details. Elsewhere, Sweden’s EQT has a new name and a refined strategy for its real estate investment arm; NBIM buys into a prized London portfolio; US investors forecast increased deployments; and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: CPP and TPG’s latest logistics bets, PIMCO goes long on data centers, Fifth Wall’s latest proptech fund and more

Massive joint venture formations dominate the real estate headlines this week as CPP Investments and TPG stake their latest claims in the logistics sector. Meanwhile, data center fundraising gains momentum as PIMCO and Harrison Street reveal fresh commitments; Fifth Wall readies its latest proptech war chest; Blue Owl makes a regional-bank play and more in this week’s briefing, exclusively for our valued subscribers.

Blueprint: NPS’s JV spree, AustralianSuper’s European play, GIC’s next Americas head, PERE’s latest fundraising report and more

PERE’s latest fundraising report, out this week, confirms how 2024 was an extraordinarily difficult year for real estate managers. Will things turn around in 2025? A string of mega-deals suggests buyers and sellers are finding common ground. Leading the way is Korea’s NPS, with nearly $2.4 billion in commitments to a pair of real estate ventures. Elsewhere in the industry, AustralianSuper picks up a 50 percent stake in Oxford Properties’ European logistics platform, GIC names its next Americas real estate chief, US multifamily managers land in regulators’ crosshairs and more in this week’s briefing, exclusively for our valued subscribers.