Sectors

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.

TPG prepares for ‘major fundraising cycle’ in real estate

The firm is raising capital for three real estate funds and plans to launch a fourth vehicle next month.

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.

W. P. Carey: The balancing act between deployment and discipline

Differences between the US and Europe are shaping how investors price risk, structure deals and assess emerging sectors, say W. P. Carey’s Christopher Mertlitz and Zachary Pasanen.

Realty Income on wedding public and private capital

New capital sources are expanding the reach of net lease market strategies as demand grows for predictable returns, explains Realty Income’s Jonathan Pong.

Blue Owl Capital on managing risk on net lease’s new frontiers

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

Morgan Stanley Real Estate Investing on selectivity rising as investors refocus on fundamentals

Tenant strength, asset quality and demand drivers are increasingly shaping where real estate investors find durable income, says Morgan Stanley’s David Gross.

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.

AI disruption reshapes tenant risk in net lease

Investors are reassessing industry exposure as automation and technological changes challenge long-term occupier viability.

Blackstone’s Schwarzman talks up real estate’s resiliency amid AI, private credit fears

The firm’s chairman and CEO said physical assets and asset-based credit are better protected from technological disruption than corporate credit.