Opinion

Did anyone notice retail has reached a floor?

Headlines about other sectors have distracted many from mounting evidence the prospects of physical shopping space are improving.

TPG, Angelo Gordon can remain two separate parts of a whole

There are multiple reasons against the two firms’ real estate businesses consolidating after their merger closes later this year.

Banks are in a better place but we are not out of the woods

Banking fortunes are again connected to those of real estate, but any suffering should not be worse during the global financial crisis, suggests Tony Brown, global head of M&G Real Estate.

Historic opportunity for some, snag in the road for others

Real estate debt fundraising is soaring, as per PERE’s 2023 ranking of the 50 largest credit fundraisers. But the firms wielding the most firepower these days will surprise you.

Real estate’s great renovation is likely to be a private affair

A white paper from Swiss alternatives manager Partners Group overlooks the nature of listed real estate earnings, but its central declaration that private markets are overtaking their public counterparts still rings true.

The center of gravity has shifted in real estate capital raising

Asia-Pacific investors are now the dominant source of capital in the asset class. Fund managers are taking note.

Commercial real estate’s threat to the banking sector is real

With stresses appearing in the financial system, the property sector may become a cause of these as well as suffering the consequences, writes Kiran Raichura, deputy chief property economist at Capital Economics.

BREP X’s fundraising success demonstrates an investor contrast  

Blackstone has completed another record fundraise even while it continues to grapple with redemption queues in its private REIT.

The rise of the asset manager

Asset management professionals saw higher growth in total compensation relative to their peers last year. It’s likely part of a longer-term trend.

Real estate goes from banking victim to villain

The industry was not the cause of the banking crisis. But sentiment is increasing about it shouldering much of the blame going forward.