Sectors

Altus Group on the narrowing ‘alternative’ premium in niche property sectors

As capital flows into niche real estate, the yield premium that once compensated for asymmetric information and limited transaction history continues to narrow, according to Omar Eltorai, senior director of research, and Alexander Jaffe, regional lead of valuation advisory, at Altus Group.

How private real estate is building resilience against an AI bubble

Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.

Private real estate assesses sectors being reshaped by AI disruption

From offices to student housing and healthcare, AI’s advance is changing the outlook for various property sectors.

Beyond rivalry: How banks and alt lenders are swapping competition for co-operation

To grasp opportunities in a reset European lending market, lenders need to look beyond their traditional roles, argue Deutsche Pfandbriefbank’s Duncan Pearson and Charles Balch in this episode of The PERE Podcast.

Europe roundtable: Can the region step up in a time of opportunity?

The region’s relative stability in an era of turmoil could draw in capital as the property market recovers. Participants in PERE’s Europe roundtable consider whether it can seize the moment.

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.

Nuveen seeks recap for €1bn Nordic self-storage platform

The manager is looking to bring in third-party capital to help grow its Green Storage platform, which is currently owned outright by parent company TIAA.

Private real estate buyers warm to Hong Kong again

Blackstone’s reported bid for local developer New World signals the market is back on global institutions’ radar.

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.

Great outdoors: Brookfield treks back into IOS with $1.2bn deal

The PERE Podcast highlights growing institutional appetite for exposure to outdoor storage portfolios, with insights from Realterm CIO Price Booker.