Sectors

TPG Angelo Gordon adopts ‘top-down’ approach for latest flagship fund

The firm has a $3bn target and more rigid sector allocations for Realty Value Fund XII, the first launch in the global series since Angelo Gordon’s acquisition by TPG in 2023.

Bouwinvest’s Siezen: ‘We’ve never done anything like this’

The Dutch investor’s CEO explains the significance of the group’s first-ever proposal for a reciprocal tax framework to boost cross-border pension investment.

PSP reports $1.5bn real estate loss amid shift toward infra

The Canadian pension cited residential oversupply and domestic immigration policy as contributors to the portfolio’s -7.3% return in fiscal 2026.

In a risk-on market, anchor investors are opting not to go it alone

For some groups, partnering with other capital providers can make it easier to take a chance on a less established fund strategy.

Danish pensions anchor first close of Urban Partners’ regeneration fund

PensionDanmark and SamPension are both backing the Northern Europe-focused vehicle as first-time investors with the Copenhagen-based manager.

Brookfield forms ground-lease JV with specialist Safehold

The manager acquired a non-controlling stake in a US portfolio assembled by public REIT Safehold, which has options to reacquire it after seven years.

Partners Group holds first close for latest real estate secondaries strategy

The manager has secured more than $650m across a global program focused primarily on GP-led secondaries but seeded with an LP-led fund portfolio.

NPS pivots towards more bespoke vehicles in real estate

The Korean investor is leaning into club deals, SMAs and direct investments to sharpen strategy, cut costs and speed up investments.

Environmental metrics: Pricing in the green gap

As environmental metrics move beyond branding toward verifiable benchmarks, investors must look to concrete metrics and regulatory certainty to capture value.

Co-living moves into the mainstream

Operators and investors are scaling shared housing platforms as demand intensifies in major gateway cities.