Sectors

No more ‘easy trades’: REIT take-privates could slow in reshaped market

In this episode of The PERE Podcast, editorial members across PERE titles and Gravis’s Matthew Norris unpack how opportunistic private real estate managers seeking discounted buys on listed markets may need to move with more speed as REITs signal renewed health.

Almanac acquires minority stake in Alterra IOS

The investment will support Alterra’s growing IOS portfolio in a further sign of the institutionalization of the asset class.

Real estate M&A transactions jumped 40% in 2023-25

Deals involving sector specialists represent an increasing share of consolidation activity, according to a report from Hodes Weill.

Urban Partners sells €1bn of Nordic logistics assets

The disposal to Catena and Ontario Teachers’ Pension Plan is the region’s largest-ever such transaction.

Denmark’s PenSam to double foreign property portfolio, trim US exposure

The $32bn retirement fund is prioritizing European investments – including logistics and residential housing – in the face of US instability, according to head of real assets Jeppe Starup.

Former Brookfield exec joins Slättö to support globalizing investor base

As managing director of capital formation, Laura Barstow will help the Swedish manager capture growing international interest in Nordics real estate.

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.

IOS specialist Catalyst Investment Partners closes oversubscribed third fund

The New York-based manager said investor demand for its latest industrial outdoor storage fund ‘substantially’ exceeded its $400m hard-cap.

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.