Opinion

GIC’s latest deal adds a twist to its public REIT streak

With its Realty Income partnership, the $900bn sovereign wealth fund has teamed up with a listed firm looking to bridge both sides of the market.

Will these be great vintage years for Japan real estate? 

Deployment in the market has hit record levels. But strong returns on those investments are far from a sure bet.

The most-read PERE stories from a tumultuous 2025

Among the hundreds of headlines we published this year, here are the articles that commanded the most attention from our readers.

NBIM’s desire for flexibility will be a boon for real estate fundraising

A strategy shift by Norway’s $2trn wealth fund portends a broader appetite for indirect property investing among top allocators.

NPS’s UK housing push signals a turning point for the market

By forming a £1bn multifamily joint venture with M&G, the Korean pension giant has stamped the institutional seal of approval on the UK housing sector.

Boom or bust, AI has cleaved the real estate industry in two

The gulf between data center proponents and dissenters is only growing wider as Nvidia’s star continues to rise.

We need to talk about total portfolio

The increasing shift to a new investment model among investors could be the capital markets reset that real estate needs.

Blackstone’s real estate co-head departure raises myriad questions 

The firm’s decision to have only a sole global head leaves a leadership vacuum – and contradicts its earlier position on oversight of the business.

The pendulum of investor sentiment on the US swings again

Amid ongoing volatility, overseas capital has gone from redlining the world’s largest property market to returning to it half a year later.

Today’s capital markets are further cause for manager retrenchments

This week’s news that Gaw Capital Partners is winding down its western institutional businesses to emphasize its focus on Asia is not just about deglobalization.