Sectors

On the minds of private real estate’s value-add experts

As fundraising remains muted across the value-add strategy, managers and investors emphasize execution, pricing and selectivity as key performance drivers globally.

Energy playbooks pay off big for real estate value creation

Developing a disciplined ESG approach is emerging as a key competitive advantage in managing properties and unlocking real value.

Arrow Global on how active management is the edge in Europe’s fragmented real estate markets

As liquidity tightens and pockets of distress emerge, managers are turning to sharper underwriting, disciplined capex and tighter operational control to drive returns, says Arrow Global’s Jay Patel.

Value-add fundraising loses share to opportunistic strategies in 2025

Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.

How private real estate is building resilience against an AI bubble

Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.

PIMCO Prime Real Estate on how understanding micro-locations drives real estate value

Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.

Redevco on how high-street assets need reprogramming

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

Private real estate assesses sectors being reshaped by AI disruption

From offices to student housing and healthcare, AI’s advance is changing the outlook for various property sectors.

BNP Paribas’ Scemama: ‘You can’t treat the capital differently’

As the dust settles on BNP Paribas’ acquisition of AXA IM, Isabelle Scemama says aligning different types of capital is a priority for the group’s recently merged alternatives business.

CalPERS sees higher real estate returns after allocation shift

The California pension giant has shifted more capital to non-core real estate strategies over the past two years.