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Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.

The mega-manager has $53bn in dry powder to deploy into real estate equity and debt and sees listed platforms as prime targets.

The manager has secured 40% of its capital target within two months of launching the Southern Europe-focused fund.

Out of the investor’s 10 dedicated Japan-only vehicles in the past, at least six of those have been focused on the industrial sector.

Managers and investors alike are taking precautions to insulate themselves from a market crash.

Two-thirds of institutions are now underallocated to the asset class, and most plan to either maintain or increase their capital investment this year.

The asset manager eyes limited exposure to the hot but potentially volatile sector.

The PERE Podcast breaks down a budding recovery in real estate capital formation, with insights from Bain Capital’s Ryan Cotton.

The leadership transition is part of a broader strategy to integrate its China operations and coincides with reported plans for a Hong Kong IPO this year.

The Boston-based manager is targeting an eclectic mix of sectors, including marinas and golf courses.