News

MSCI on signs of an incoming transaction market recovery

Deals have stalled in both number and volume, but an increase in large trades and record data center deployment are driving up momentum, according to Tom Leahy, head of EMEA real assets research at MSCI.

GEPS to double real estate exposure over next five years

In a pivot away from single-asset investments, the South Korean pension plans to commit $250m to commingled funds in the next 12 months.

The fundraising pipeline begins to unclog

Capital targeted by private real estate funds in January 2026 has reduced compared with one year prior, but the count of funds keeps rising.

Investors weigh founding partner commitments to new funds

Leaders from APG, ADIA and ART all expressed a willingness to make cornerstone investments if the terms and alignment are right.

BlackRock’s MacDonald takes cautious stance on Japan

The asset manager looks to smaller investments that can be exited quickly as BoJ’s rate normalization complicates longer-term plans.

KKR’s real estate recalibration

One of the world’s largest managers has had a bumpy road to global expansion. Two top executives talk to PERE about the path forward.

MSREI on course for its GXI fundraising target after major first close

Morgan Stanley’s real estate investment management business has raised almost 75% of the capital targeted for the latest iteration of its long-standing global opportunity fund series.

PERE Asia chairman’s report: Asia’s insulation among the key takeaways

Asia’s insulation, overweight appetites for the region’s developed markets and a still-early AI-driven data center opportunity were key themes at this year’s conference for chairman, La Caisse’s George Agethen.

Iran war will have mostly ‘indirect implications’ for real estate

Delegates at the PERE Network Asia Summit worried primarily about the wider ripple effects of the Middle East conflict.