Sectors

KKR’s new real asset business forms just as the data center world is rocked

In this inaugural episode of The PERE Podcast, Jonathan Brasse, Evelyn Lee and Bruno Alves discuss the implications of the manager’s recent merger of its real estate and infrastructure businesses.

PAG raises its biggest opportunistic fund at $4bn

PAG saw the participation of Asian investors rise substantially with Fund VIII, increasing to 40% from 25% in the prior fund.

LaSalle IM Asia’s co-CIO Claire Tang to join Rava Partners

She will work alongside the leadership team to grow the firm’s exposure to industrial and niche real asset classes.

Ares eyes windfall for sector-specific funds after GCP acquisition

The Los Angeles-based manager expects to launch at least two new real estate vehicles in Asia this year.

Energy demands increasing for US data centers

The US is home to more data centers than any other country, and as that number grows, so will demand for energy to operate them.

Owners of aging warehouses seek higher uses

Data centers are becoming the prime choice for conversions of older logistics space.

Powering the logistics sector

Power-hungry technologies like cloud computing have made securing electricity a pressing concern for industrial investors and developers.

Sixth Street’s ‘Star’ real estate connections

The firm’s C-suite executives may hail from Goldman Sachs, but its property business has multiple links to another industry heavyweight.

DOWNLOAD: Investor appetite for real estate wanes as allocations dip

Six in 10 institutions are now underweight in the asset class, but just 34% plan to up their investment in 2025.

DeepSeek has changed the data center race

The disruption caused by the Chinese AI startup is a mixed blessing for a property sector that was becoming increasingly frothy.