Opinion

Iran conflict casts doubt over European real estate’s growth outlook

Off the back of a wave of positive market sentiment, the region has more to lose should the war continue to put pressure on the price of oil.

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.

In a volatile world, risk management gets more granular

With the Iran conflict creating further uncertainty for private real estate executives, intensive diversification is becoming the answer.

When big ambition is challenged by a lack of exits

The Middle East has become an investment hotspot for several of the world’s largest real estate managers, but exit avenues remain a sticking point for investors.

Understanding Trump’s homeownership push requires moving beyond the noise

The US president’s executive order creates uncertainty over policy and valuation, but not immediate cashflows, says Peter Zabierek, senior portfolio manager at Easterly Ranger.

Real estate broker-owned managers face further growth headwinds

The steep stock market selloff last week compounds an already daunting challenge for property services firms to scale their investment managers.

Even small investor shifts can make big waves in fundraising

Azora’s record-breaking fund is a notable beneficiary of more capital moving away from the US and toward Europe.

Investors have compelling reasons to embrace new manager relationships

Underperformance by incumbents and a spotlight on specialized strategies are prompting more institutions to add to their rosters.

CPP Investments is breaking away from its old real estate playbook

As its latest two property deals demonstrate, the Canadian pension is now full speed ahead with implementing its revamped strategy.

A real estate recovery is becoming less prone to disruption

Fund managers have real reason to expect a rebound in 2026 if investors prove undaunted by the next black swan event.