Regions

KKR remains bullish about core real estate amid fundraising setback

Slightly higher up the risk-return spectrum, KKR has paused fundraising for its core-plus strategies in Europe and Asia.

Why European real estate credit looks safer than equity in the new cycle

In this podcast, AllianceBernstein’s Clark Coffee says valuing assets is becoming more challenging, making it more important for equity investors to pick the winners. But credit lenders just need to avoid the losers.

Investor appetite shrinks for the largest warehouses

Amid a new cycle, selective positioning is needed as industrial and logistics real estate investors reassess big-box demand.

Europe’s alternative industrial asset classes see increase in market share

A supply drought and repriced assets are pushing investors beyond core logistics into alternative strategies, say Greykite’s senior partner Dan Valenzano and chief executive Michael Abel.

Last mile quickly becomes logistics investors’ first choice

As logistics markets recalibrate, last-mile assets stand out with rent growth supported by supply pressures, e-commerce and consumer expectations.

Six themes shaping industrial real estate’s second act

Managers are confronting uneven vacancy patterns, constrained development pipelines and shifts in global trade as capital migrates into more operationally intensive, infrastructure-adjacent assets.

On the minds of industrial and logistics real estate experts

Industrial and logistics capital is turning more selective as pricing resets, supply tightens and long-term demand drivers reassert themselves, setting the stage for targeted opportunities.

Resilience is the watchword as a new cycle begins for industrial and logistics real estate

Logistics investors anticipate abundant opportunities in a market that has reset, with demand being fueled by occupiers fortifying their supply chains against further disruption.

Great outdoors: Brookfield treks back into IOS with $1.2bn deal

The PERE Podcast highlights growing institutional appetite for exposure to outdoor storage portfolios, with insights from Realterm CIO Price Booker.

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.