Sectors

AIMCo’s $16bn property portfolio in four charts

The Alberta-based pension investor, in the middle of a leadership shakeup and portfolio rebalancing, saw real estate drag on its returns last year.

Data centers and power generation should not so rarely intersect

Blackstone’s latest foray in the red-hot sector addresses one of the biggest challenges in the space.

Prologis: Tariff ‘noise’ is not slowing industrial demand

The warehouse giant reported a record level of build-to-suit development starts and resilient leasing in Q2.

Lazard: Investor capital is converging toward real assets

Institutional appetite is gaining pace to allocate to sectors that have infrastructure characteristics, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

Blackstone to pump $25bn into US data center, energy JV

The mega-manager’s real estate and infra funds will partner with Pennsylvania utility company PPL and begin construction in the next three years.

Drake Real Estate Partners closes largest fund yet after pivoting to institutions

The New York-based manager, which traditionally sourced its capital from family offices, is also shifting its deployment focus to alternative sectors.

‘Ongoing stagnation’: Real estate fundraising stays muted in H1

The PERE Podcast breaks down our just-released H1 2025 fundraising report – and why it is too early to declare a rebound for the asset class.

DOWNLOAD: H1 fundraising volumes dispel recovery predictions

Massive capital hauls from Blackstone masked what was otherwise a tepid capital raising environment during the first half of the year.

Alternative real estate sectors ride a wave of investor interest

What was once viewed as a ‘nuts’ strategy is now accounting for a growing share of fundraising and transaction activity.

ESR’s $7bn privatization sparks leadership overhaul

One high-level external hire is former Starwood co-head of Europe David Matheson, who previously sat on the board of ESR.