North America

AEW raises largest property fund yet, but falls short of $2bn target

The Boston-based manager closed its 10th diversified North American opportunistic vehicle on $1.77bn in commitments.

What LPs look for in affordable housing funds

Investors want to participate in community development projects, rather than just turn over units, and they can easily discern between the two.

Waterton hires CIO from Blackstone portfolio company

Former Lennar exec John W Gray succeeds retiring investment chief Rick Hurd as the Chicago-based firm looks to grow its development business.

Drake Real Estate Partners closes largest fund yet after pivoting to institutions

The New York-based manager, which traditionally sourced its capital from family offices, is also shifting its deployment focus to alternative sectors.

The office sector’s long fall from grace

The property type has become anathema to investors in the post-pandemic era. But its demise has been decades in the making.

From skepticism to conviction: The meteoric rise of data centers

Investors’ embrace of digital infrastructure turned a niche sector into a booming frontier – and there is plenty of room left to grow.

How logistics moved from ‘fringe to mainstream’

Increased capital flows, evolving strategies and specialized funds have transformed logistics real estate into a mainstream institutional asset class.

Hospitality’s rise, fall and recovery

More institutional capital has entered the hospitality space as traditional sectors like offices and retail face challenges.

The ‘living’ sector takes top billing

Residential benefited from the headwinds battering other sectors as the segment became increasingly institutionalized, especially in Europe.

Redefining retail in a decade of disruption

Having grappled with both the rise of e-commerce and the impact of covid-19, the once-maligned sector is attracting renewed interest.