Sectors

ElmTree Funds: Industrial BTS has a bright future in the US

The specialist net lease sector has strong underlying fundamentals, says ElmTree’s Jim Koman.

StepStone raises largest-ever real estate secondaries fund with $4.5bn haul

The record fundraise bests a previous mark set by Goldman Sachs as the manager aims to take advantage of tariff turmoil.

NW1 holds final close on first Dutch IOS vehicle

The manager raised capital from US investors including CBRE Investment Management’s indirect strategies arm.

Morgan Stanley IM raises $800m for nontraded REIT

The manager has amassed a portfolio of at least 19 US industrial and retail properties for North Haven Net REIT, a private vehicle it launched a year ago to target net-leased assets.

Logistics managers brace for tariff impact

Warehouse giant Prologis expects to slow development as leasing lags, but says trade war will ultimately spur demand for its properties.

The private real estate industry is on watch amid recession fears

The fallout from Trump’s tariffs policy threatens to further delay a real estate recovery, but not everyone expects a slowdown to occur.

DOWNLOAD: Q1 2025 fundraising showed early signs of recovery

Bolstered by two Blackstone funds, capital raising volume for the quarter marked the first year-on-year increase for a Q1 total since 2022.

NREP’s Nokkanen: ‘We are not going to kill any deals’

The CIO of the Copenhagen-based manager says he expects up to €400m of live Nordic real estate transactions will still happen despite the surge in trade uncertainly provoked by the US government’s imposition of tariffs on international imports.

Prologis’s public-private juggling act

Being a public REIT with a private capital business will require adeptly managing potential conflicts between the two.

Prologis doubles down on private capital

The world’s largest REIT faces a daunting fundraising market, but the top executives in its strategic capital business are up for the challenge.