Investors

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.

The super fund’s CIO says the investor is now playing catch-up on real estate deployment after a period of sitting on the sidelines.

With commitments from NPS and its own life insurance business, the $700m fund is the UK asset manager’s first value-add commingled offering in the region.

The PERE Podcast features global real estate chief Alex Knapp in conversation at the PERE Europe Forum on the $2trn wealth fund’s new approach to real estate.

The Alberta pension has hired Dan Teper, a former real estate specialist at the Abu Dhabi Investment Council and Brookfield, to oversee its C$26.5bn property portfolio.

The investor, which has links to a large shopping mall owner, also sees opportunity in sustainable real estate, said principal Julian Marwitz.

The Southern California pension is looking to deploy $700m into the asset class next year, with an eye for alternative sectors and discounted opportunities.

The pension fund sees less correlation to geopolitical shocks, lower borrowing costs and broader sector choice compared with the US and Europe.

Investors are seeking exposure to real estate operating company returns via increasingly creative means, delegates heard at the PERE Europe Forum.

A growing emphasis on optionality defined much of the conversation around investment strategies at the PERE Europe Forum.