Investors

The PERE Podcast brings a dispatch from the annual trade show in Munich, where managers and investors accepted a clouded market outlook for Europe.

Political instability across the region is creating headwinds for sought-after affordable housing deals.

In the face of increasing headwinds, some Expo Real 2026 attendees remained upbeat. For others, harsh truths are sinking in.

The Canadian pension’s entry into the market was supported by deepening capital markets and travel tailwinds, says country head Hari Krishna.

Investors are applying newfound pressure on expenses and fee structures after years of real estate underperformance.

The $75m commitment builds on the first close for the fund in June, which raised $300m from Dutch investors APG Asset Management and Bouwinvest.

PERE’s investor ranking has recorded its highest-ever aggregate allocation to private real estate. But its growth says more about asset repricing than increased activity.

PERE’s 2026 ranking of the world’s largest private real estate allocators has recovered the ground it lost last year, and then some.

CBRE Investment Management’s indirect business is once again backing the Dutch manager’s retail parks strategy, but this time on behalf of a different capital base.

The PERE Podcast features the chief investment strategist speaking about identifying opportunities that sit at the ‘intersection of multiple secular trends’ or offer a hedge against today’s biggest themes.