Data Centers

As data centers scale in size and complexity, hyperscalers are relying more on investors and managers with the capital and expertise needed to deliver projects, says Blue Owl’s Alexey Teplukhin.

The rapid rise of AI is changing not only where data centers are built, but also how investors need to assess risk and value across the sector, says PGIM’s Morgan Laughlin.

The PERE Podcast features the chief investment strategist speaking about identifying opportunities that sit at the ‘intersection of multiple secular trends’ or offer a hedge against today’s biggest themes.

The asset management giant’s global chief investment strategist believes labels do not capture more nuanced opportunities in the asset class.

Dealflow in recent years has been unimpressive, largely due to high asset prices and a shortage of institutional grade stock.

Second quarter transaction totals have risen 36% year-on-year despite rising borrowing costs.

While office has long been the favored sector in India, rapid economic growth is driving significant flows into other asset classes.

The platform bypasses managers such as Blackstone and Brookfield in favor of smaller, specialized firms for wealthy client portfolios.

Ares’ latest Japan fund spent a year in market and is the third-biggest private real estate fund to reach a final close this year.

The 10 largest funds accounted for 43 percent of capital raised for closed-end private real estate vehicles in the first half of 2026, more than double 2021’s share.