Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.
6 min read · 02 February 2026
Vacancy shifts, land scarcity and automation pressures are reshaping markets around the world, say Macquarie Asset Management’s Julia Huang, James Bechely-Crundall and James Besson.
7 min read · 02 February 2026
While the sector remains difficult for institutional investors to navigate, outsized returns are attracting attention, say Kayne Anderson’s Al Rabil and Nishant Bakaya.
6 min read · 02 February 2026
The industry veteran has just agreed to the biggest job of his financial career. He expects it to be his last.
10 min read · 02 February 2026
The mega-manager has $53bn in dry powder to deploy into real estate equity and debt and sees listed platforms as prime targets.
3 min read · 30 January 2026
The UK firm picked the executives from a recently acquired US-based firm.
2 min read · 30 January 2026
The $70bn sovereign wealth fund has engaged with manager Fairfield Residential on ways to address the local affordability crisis.
3 min read · 30 January 2026
Private wealth investors are pooling resources and pursuing more club deals to benefit from scale and shared expertise.
4 min read · 29 January 2026
As its latest two property deals demonstrate, the Canadian pension is now full speed ahead with implementing its revamped strategy.
2 min read · 29 January 2026
