Opinion

Data centers and power generation should not so rarely intersect

Blackstone’s latest foray in the red-hot sector addresses one of the biggest challenges in the space.

Is private real estate underestimating risk for US life sciences? 

President Donald Trump’s One Big Beautiful Bill Act will create additional headwinds for an already challenged sector.

GPIF is shifting from the predictable to the tactical in real estate

As the world’s largest pension fund continues to expand its property portfolio, it is beginning to show more of its priorities as an investor.

Fifth Wall’s Wallace: The unicorn is back – but only the strong survive

Today’s billion-dollar proptech companies are not built on vanity metrics or market froth. They are grounded in traction, durability and purpose, writes Brendan Wallace, CEO and chief investment officer at Fifth Wall.

AXA IM Alts’ Scemama: Macro forces reinforce interest in real assets

The importance of asset management has remained constant in a changing world, writes Isabelle Scemama, global head of AXA IM Alts.

Artemis Real Estate Partners’ Harmon: A period when diversity led to results

Progressive data and partnerships have evidenced the benefits of a more diverse private real estate workforce, writes Deborah Harmon, co-CEO of Artemis Real Estate Partners.

Blackstone’s Meghji: Evolving to outperform

Performance and growth across the real estate industry has been driven by continued evolution across asset types, geographies and capital sources, writes Nadeem Meghji, global co-head of Blackstone Real Estate.

Even for Blackstone, privatizations are not a sure bet

Two UK take-privates failed to take off this week, leaving big-name private equity firms facing an increasingly competitive market for listed buying opportunities in real estate.

Dividends, discounts and the real value of REITs

Matthew Norris, managing director for real estate securities at Gravis, takes issue with a surprising stretch of real estate equities logic demonstrated by private managers these days.

Escalating Middle East conflict puts early institutional plays in the spotlight

The start of war between Israel and Iran gives investors cause to re-stress test the region’s commercial real estate thesis.