Alternatives

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

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.

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.

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.

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

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.

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

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.

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.

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