Pension Fund

AIMCo’s $16bn property portfolio in four charts

The Alberta-based pension investor, in the middle of a leadership shakeup and portfolio rebalancing, saw real estate drag on its returns last year.

What LPs look for in affordable housing funds

Investors want to participate in community development projects, rather than just turn over units, and they can easily discern between the two.

How logistics moved from ‘fringe to mainstream’

Increased capital flows, evolving strategies and specialized funds have transformed logistics real estate into a mainstream institutional asset class.

UK pension starts alts buildout with property allocation

Having picked its first private markets fund, NOW: Pensions will move into other illiquid assets, potentially alongside Mercer, director of investment Martyn James tells PERE.

Investor portfolios shift from passive returns to active management

Property allocations have taken on a more nuanced role in investors’ portfolios as the asset class has matured.

DEI progress has stalled, not surrendered

Over the past decade, real estate DEI initiatives may have had some shortcomings, but the impacts were still positive. Now, political hurdles threaten to undo them.

Alternative real estate sectors ride a wave of investor interest

What was once viewed as a ‘nuts’ strategy is now accounting for a growing share of fundraising and transaction activity.

GPIF is shifting from the predictable to the tactical in real estate

As the world’s largest pension fund continues to expand its property portfolio, it is beginning to show more of its priorities as an investor.

Japan’s GPIF commits $200m to NREP

The investment represents GPIF’s second direct investment in a European real estate fund and its fourth overall in private real estate funds.

S2 Capital closes Fund II with backing from multifamily offices

The multifamily specialist’s latest vehicle also marks the first time the firm is making rescue capital investments.