Sectors

Japan tests real estate pricing assumptions

Higher borrowing costs are changing underwriting across Japan, but surging domestic capital and strong rental growth continue to keep pricing surprisingly resilient across assets, writes James Alker.

American Landmark Apartments on navigating residential real estate disruptions

Investors are increasingly turning to stability in US multifamily markets, say American Landmark Apartments’ Andrew Yam and Tom Lubeck.

Download PERE’s Japan report 2026

Inside: How Japan’s real estate market is entering a new phase defined by operational performance, rental growth and disciplined execution; Expert comment from LaSalle, Seven Seas Advisors and Alyssa Partners; And much more…

Operational value creation takes front seat in Japan

Appetite for Japanese real estate is more robust than ever, but investors are increasingly adapting underwriting in a changing macroeconomic environment.

CPP’s real estate returns remain flat at 3.7% for fiscal 2026

CPP committed significant funds to data centers around the globe as it continued to pare back on retail and office investments.

Ohio SERS seeks to reduce real estate exposure after missing benchmarks

The Ohio school pension’s CIO believes successful managers in the asset class will need to be ‘effective operators.’

Brookfield’s Teskey sees a ‘very rapid acceleration’ in real estate recovery

The firm’s president expects to execute on $20bn of transactions in the asset class over the next two months.

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.