Opinion

We are living in a digital world – so when will sector fundraising pick up?

With multiple billions transacted this year alone, we look into why dedicated digital infra GPs are still relatively few.

The focus on green premiums is short-sighted

Three new reports address the upside of being ahead of the net-zero curve. Far less attention is paid to the price of falling behind.

Data centers enter a new age with major M&A activity

Performance and demand for the digital real estate type are materializing into mega-deals, despite lingering ESG concerns.

A half-finished strategy was sufficient for Greystar’s $3.6bn exit

The firm only renovated half the units in Greystar Equity Partners IX before putting it on the sales block. Buyer Ivanhoé Cambridge will handle the rest.

COP26: ‘Do nothing about decarbonization and you destroy value’

A warning by Aberdeen Standard Investment’s real assets boss Neil Slater was among the headline statements made by private real estate executives on a commercial real estate panel at the two-week climate change conference in Glasgow.

PERE’s ESG award categories will promote businesses with a plan

With COP26 in full swing, the newly launched 2021 PERE Global Awards will include ESG categories for the first time, recognizing groups doing their part to fight climate change.

Private real estate’s squeezed middle is finding room to grow

Q3 2021’s record $51bn of closed capital proves that more than a few mega-managers can benefit from market consolidation.

SPAC capital edges towards direct real estate

The $1.6bn takeover of Oak Street by recently formed Blue Owl demonstrates how blank check companies are getting closer to direct real estate investing.

New York’s predicament is going to challenge office optimists

The real estate sector is rife with bulls and optimists, individuals more inclined to extoll the virtues of a promising investment than admit the flaws of a bad one. This is particularly true for assets they already own. Given this culture of positivity, it is of little surprise so many in the industry are reluctant […]

ADIA’s condition is not black and white

Senior departures and less visible asset sales have distracted from thematic investments made via indirect channels.