As capital flows into niche real estate, the yield premium that once compensated for asymmetric information and limited transaction history continues to narrow, according to Omar Eltorai, senior director of research, and Alexander Jaffe, regional lead of valuation advisory, at Altus Group.
4 min read · 02 April 2026
Inside: Building resilience – how private real estate is mitigating AI bubble risk; Highlights and key takeaways from the PERE Network Asia Summit in Singapore; And much more…
1 min read · 01 April 2026
Real estate managers accept that NOI growth is critical to investment performance, and now innovators in the sector are capturing a greater share of the operational upside.
7 min read · 01 April 2026
Developing a disciplined ESG approach is emerging as a key competitive advantage in managing properties and unlocking real value.
6 min read · 01 April 2026
As liquidity tightens and pockets of distress emerge, managers are turning to sharper underwriting, disciplined capex and tighter operational control to drive returns, says Arrow Global’s Jay Patel.
6 min read · 01 April 2026
Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.
2 min read · 01 April 2026
Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.
10 min read · 01 April 2026
Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.
7 min read · 01 April 2026
From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.
7 min read · 01 April 2026