Opinion

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.

In a risk-on market, anchor investors are opting not to go it alone

For some groups, partnering with other capital providers can make it easier to take a chance on a less established fund strategy.

Core real estate stands to benefit from rising infrastructure risk

The strategy is regaining its appeal as other real assets become more vulnerable amid heightened geopolitical tensions, writes Josh Pristaw, president at Clarion Partners, real estate investment manager of Franklin Templeton.