Europe

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.

PERE’s 100 Most Influential 2016-25

Meet the movers and shakers who had the biggest impact on the world’s private real estate capital markets during the most testing of decades

BKM Capital Partners: Niche no longer, light industrial leads next chapter

In a market upended by new priorities, overlooked sectors are stepping into the spotlight with staying power.

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.

AXA IM Alts in regional real estate leadership shake-up

The Paris-based insurer has appointed two senior executives to drive expansion of its North American and Asia-Pacific real estate units.

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.

PIMCO: Traditional RE strategies ‘insufficient’ in today’s market

In its latest sector outlook, the asset manager advises investors to forego broad allocations and take a more targeted approach.

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.