Managers

‘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.

Post Road plots timely return to real estate roots after digital infra exit

The Connecticut-based manager is eyeing a $1bn development pipeline and a return to value-add multifamily following the sale of its data center and fiber network business.

MSquared’s Glen: ‘We need to do things differently’ in affordable housing

The former NYC deputy mayor turned fund manager explains why mixed-income development strategies are a good match for private capital.

Navigating national security concerns

Will the Trump administration’s America First Investment Policy fundamentally change global capital flows?

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.

Defense-spending ‘buzzword’ divides managers at Expo Real

A panel discussion reveals diverging attitudes on what higher defense budgets will mean for the German property market – and beyond.

Centre d’Affaires Paris Trocadéro: Blackstone’s ‘safe’ bet on Paris trophy office

Union Investment announced in September it had agreed to sell the 441,300-square-foot mixed-use asset to Blackstone for €700m.

PIMCO’s Trausch: ‘You have to give a reason to come back to real estate’

The manager of Allianz’s $89bn real estate mandate said the industry needs to be strategic about convincing investors to allocate to the asset class again.