Endowments

DOWNLOAD: Investor appetite for real estate wanes as allocations dip

Six in 10 institutions are now underweight in the asset class, but just 34% plan to up their investment in 2025.

Institutional exposure to real estate expected to drop in 2025  

Half of institutional investors are under-allocated to real estate amid stronger performance in public equities, finds Hodes Weill and Cornell University’s latest Allocations Monitor.

Deep Dive: The investors to watch in the new cycle

With one eye on the new market cycle, emerging and evolving capital sources are mobilizing to make the most out of an allocation to private real estate.

The investor that bucked the negative performance trend

UC Investments, the University of California’s endowment, has surged up the GI 100, a feat made possible by an opportunistic Blackstone deal.

The PERE GI 100 feels the full force of headwinds

PERE’s ranking of the largest institutional investors in private real estate succumbs to macroeconomic challenges to record its lowest-ever growth.

How macroeconomics shook up the PERE GI 100

With almost half of this year’s ranking witnessing portfolio value declines, institutional investors reflect on a tumultuous period for private real estate.

Korean, Japanese investors diverge at PERE Japan Korea Week

One major takeaway from the week-long event was the differing real estate estate appetites between Korean and Japanese investors.

DOWNLOAD: Investor allocations in H1 2024 fell short of projections

However, the average allocation to private real estate across all institutions rose from 6.9% in H1 2022 to 8% in H1 2024.

Meadow Partners closes Fund VI with revised investment focus 

The New York- and London-based manager has reduced the fund’s target deal size as a reflection of where it sees distress emerging.

Carlyle eyes one-and-done close for 10th opportunity fund

With a target of $8bn, Carlyle Realty Partners X is shaping up to be one of 2024’s largest fundraises.