Managers

Look Ahead 2026: Senior living discounts will vanish in the US 

Improved fundamentals and a lingering supply shortage are luring investors back into the sector en masse.

Look Ahead 2026: Value-add strategies will face stiff competition for capital

As core capital makes its return to the European real estate market, the value-add story will become harder to sell, says Barings’ Nick Pink.

Look Ahead 2026: Large portfolio deals will return to logistics markets

EQT global head of real estate Henry Steinberg sees more buying opportunities at the top end of the market heading into the new year.

Look Ahead 2026: ‘Budding overpricing’ is emerging in US offices

LaSalle’s global head of research and strategy Brian Klinksiek says those looking to buy in the sector are overlooking one important factor.

KKR, PAG to buy Japanese brewer Sapporo’s real estate arm for $3.1bn

The deal will close in three stages through 2029, with the managers set to acquire an initial 51% in June 2026.

Look Ahead 2026: High-end shopping malls will see renewed interest from investors

JPMorgan Asset Management’s Thomas Kennedy expects malls that serve top-earning consumers to have higher NOI growth prospects.

Ares emphasizes ’predictable cashflows’ in data center deal

The manager acquired two net-leased data centers in Virginia with equity from its real estate funds, and will develop a third via its infrastructure arm.

Oaktree comes up short on ninth real estate opportunity fund

The vehicle’s $2.6bn final close came months before Brookfield agreed to buy the Los Angeles-based manager’s outstanding shares.

Rockpoint names new co-CEOs

The top leadership change marks a major turning point for the Boston-based firm, which was founded more than 20 years ago.

CPP Investments seeds Canadian industrial JV with $727m commitment

The pension giant’s venture with Dream Industrial REIT comes seeded with a 3.6m-square-foot portfolio spanning Montreal, Toronto and Calgary.