Bank

Public REITs’ balancing act

The new entrants have closed some of the largest private real estate funds this year, but can they serve two disparate investor groups?

Japanese real estate investors raise return targets amid rising rates

The country’s institutions are recalibrating their core-heavy strategies to focus more on value-add opportunities.

JPMorgan Private Bank ‘revisiting a lot of real estate managers’

Asia head of alternatives Albert Yang sees property coming back after a challenging period for the asset class.

Five forces are reshaping global living-sector investment

Institutional capital is redrawing residential strategies as structural shortages, operational intensity and demographic demand reshape the global living sector.

US credit roundtable: Competitive pressures weigh on managers

Rising competition is making it more difficult for US debt fund managers to deploy capital.

Savills on how European residential is a source of stability

The war in Iran is just the latest in a line of market-rattling global events to challenge the resilient European residential investment markets, according to Peter Allen and Richard Valentine-Selsey with Savills.

Blue Owl Capital on managing risk on net lease’s new frontiers

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

Japan’s Norinchukin Bank eyes more value-add investments

The Japanese investor is allocating up to $200m to overseas real estate in 2026, with a focus on value-add diversified funds.