Sectors

Newmark: Positioning European self-storage as both real estate and operating platform

Andrew Allen, head of investment strategy for Newmark’s debt, equity and structured finance group, on why investors are taking a hybrid approach to the nascent sector.

Kayne Anderson raises record $5.2bn fund for niche real estate

The Los Angeles-based manager’s over-subscribed seventh flagship opportunistic fund will focus on medical offices as well as senior and student housing.

Heitman aims for $2bn raise with debut self-storage fund

The open-ended vehicle is the manager’s first sector-specific fund in North America.

Newcore holds first close for sixth social infrastructure fund

The manager has secured approximately £100m of equity commitments for the UK-focused fund.

Sixth Street’s Alvarado: Future winners ‘need to be more than capital’

The PERE Podcast unpacks how Sixth Street is refining its real estate platform amid a wave of macro geopolitical volatility, AI adoption, data demand and broader private credit turbulence.

Berkshire Global: Real estate M&A sees a temporary changing of the guard

Non-alts buyers are stepping into the breach as large, publicly traded investment managers take a breather, according to Drew Murphy, partner and head of the private markets advisory practice at Berkshire Global Advisors.

Germany roundtable: The challenge of unlocking the country’s potential

Participants in PERE’s roundtable say a combination of public investment and regulatory reform could help to revive Germany’s stalled economy and real estate market. But they also fear a fragile recovery could be derailed by global events.

Cain on niche strategies coming of age in Europe

The European net lease market is gaining momentum and entering a pivotal phase of growth, says Cain’s Jon Strang.

Ares holds final close for US and European value-add funds

The vehicles are the largest in their respective fund series, with US XI also representing the firm’s largest-ever capital haul for a closed-end real estate fund.

VRS’s Noland: Real estate is outperforming benchmarks despite headwinds

The real assets director at the $130bn public pension intends to gradually expand its exposure to the asset class.