Sectors

Five forces shaping private real estate strategy in the residential sector

Volatility in capital markets, shifting demographic patterns and evolving operational demands are pushing stakeholders to rethink both short- and long-term strategies.

Bouwinvest on the €400bn challenge: Investing in Dutch housing

Opportunities and challenges abound as the sector evolves through demographic shifts and sustainable development, says Bouwinvest’s Paul van Stiphout.

Senior housing faces major shortage as demand soars

Given rising costs of new development, an increasing population may be left with few choices for affordable and attainable housing.

Fundraising woes drag down the PERE 100 and PERE 200

Bigger equity targets, more time in market and M&A activity all had an impact on managers’ diminishing capital raising power.

Smarter homes make for smarter real estate investments

Big data, tech and AI applications are rapidly evolving from nice-to-have residential features to key components of an investment manager’s DNA.

UBS: Optimism on residential strategies is little dented by tariffs

Uncertainty has shaken the global economy to its core, though from a real estate perspective, residential looks the most resilient, say UBS’s Tiffany Gherlone and Fergus Hicks.

UK roundtable: Real estate keeps calm and carries on

The unsettled global situation has undermined the optimism surrounding UK real estate at the beginning of the year, but roundtable participants say the market’s comparative stability remains its strength.

Ambitious targets are hard to achieve but still worth setting

Investors like ABP have good reason to pursue €1bn affordable housing goals, despite the challenges of investing in the sector.

LACERS scales back RE pacing amid tariff uncertainty

The California pension is eyeing opportunities with emerging managers and a foray into secondaries as it recalibrates its investment plans.

Mesirow raises $1.25bn fund targeting US apartments

The Chicago-based firm’s fifth and largest fund to date came in over-subscribed, with 72% of capital committed by returning investors.