Deals

Is core back on the menu?

Core coffers are filling once more as investors see value, but the transaction market remains stunted, according to delegates at Expo Real.

Is deglobalisation the new globalisation?

A new world order is expected to reshape the private markets opportunity set over the next five years.

Deglobalisation: Alternative assets in a less integrated world

With globalisation in retreat, the implications for private investment are complex. In areas like manufacturing, the push is toward reshoring of portfolio company operations. In risk management, many investors see diversifying their global exposure as key.

DFI forms separate account to invest in UK industrial technology

DFI aims to build a £500m platform focused on industrial assets near research institutions and other ‘knowledge and innovation’ hubs.

MSCI: The uneven impact of tariffs on regional deal volumes

Beneath the steady headline figures, some cross-border investment is shifting away from the US, according to Tom Leahy, MSCI’s head of EMEA real assets research.

Blackstone forms $5bn Gulf logistics venture

The firm is expanding its warehouse footprint in partnership with Lunate, the Abu Dhabi-based firm that teamed with Brookfield on a Middle East residential strategy in May.

Madison International, GCM Grosvenor buy stakes in Matter Real Estate

London-based residential specialist Matter has also received an investment from Madison into its value-add and opportunistic funds.

US property faces shrinking buyer pool as states restrict foreign investment

Amid sluggish capital flows, a wave of security-minded laws could have wider market consequences.

Aware Super forms $1.3bn US logistics venture with Goodman Group

The Australian superannuation fund has acquired a 49% stake in the partnership, which comes seeded with a 2.8m-sq-ft Southern California portfolio.