Opinion

Managers should get ahead of an emerging branding crisis

As mounting opposition to data centers meets rising anxiety over AI, private real estate’s hottest sector faces more than just a regulatory problem.

Is Goldman late to the net-lease party?

The investment bank is entering a playing field with multiple formidable competitors – and where scaling via M&A is not a given.

Family offices are taking the specialist route to third-party expansion

Firms like London-based L+R Group are seeking to incorporate institutional capital to reach global scale.

Blue Owl has plenty of room to grow in Europe

The arrival of the US manager’s tried-and-tested net lease strategy in the region has been met with emphatic support from investors.

Apollo has made a surprising pivot in real estate fundraising

The New York-based manager’s shift in capital raising focus reflects the industry’s wider evolution.

Investors committing to real estate funds face a key constraint

While 63% of capital providers remain below their allocation targets, this does not mean they can easily upsize their checks.

Link’s new CEO appointment is not as surprising as one may think

A European property veteran is not the most obvious choice to run Asia’s biggest listed REIT, but the pick makes sense for multiple reasons.

The path to scale rarely runs smoothly

When a private real estate manager is absorbed into a larger platform, continued performance and fundraising success is far from guaranteed.

Two is no crowd when it comes to succession planning

While the classic succession model in private real estate involves a single heir apparent, multiple founder-led businesses are prioritizing optionality instead.