Deals

Industry consolidation: New investor classes drive acquisitions and partnerships

The top force fuelling M&A among private markets managers is the ambition to become as relevant to private wealth and insurance money tomorrow as institutional capital today.

Makarora, Ares ink $2.1bn deal to take Plymouth Industrial REIT private

The transaction elbows out a rival bid by Sixth Street, made in August and widely expected to go forward.

‘Fox in the henhouse’: Blackstone’s UK REIT push takes a surprising turn

The PERE Podcast examines the mega-manager’s unexpected deal with Tritax Big Box, the same firm it outlasted in a bidding war for London-listed Warehouse REIT just weeks ago.

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.