Retail

Blue Owl closes record-setting debut European net lease fund

The vehicle is the largest-ever dedicated to the regional strategy and the third-largest raised for net lease investments overall.

CenterSquare’s Robert Holuba: Asian investors are drawn to the US

After an influx of capital from the region into its listed REITs, the Philadelphia-based manager’s co-CIO said private real estate is now taking the cross-border spotlight.

La Caisse’s Horstmann: ‘We’re not shying away from the US’

The Quebec pension has committed $3.3bn to US real estate since the start of 2025 as it recycles its portfolio to aim for higher returns.

Hong Kong’s Link hires Redevco’s Slater as incoming CEO

Despite the executive’s experience with building a private funds platform, he will not lead that effort at his future firm.

Australia’s Rest eyes US property in private markets ramp-up

Private markets head Marina Pasika on why the superfund avoids ‘bucketing’ its portfolio by asset class and how its thematic view extends to unlisted real estate.

Ohio Teachers to focus on income-producing assets as it repositions portfolio

The pension fund with $8bn in real estate holdings plans to continue selling office assets and limit its REIT exposure while prioritizing industrial and retail.

NBIM doubles down on US retail with $500m commitment

The Norwegian wealth fund’s venture with Charlotte-based Asana Partners follows last month’s investment in US shopping center owner ECHO Realty.

Value-add strategies move into the spotlight

Capital raised for value-add funds has surged amid a scarcity of blockbuster fund closures or launches in the opportunistic space.

Retail property investment is back on the rise

A deep slowdown in construction activity is creating an imbalance between limited supply and budding demand.

Global retail M&A dealmaking gathers momentum

The past three months have seen a spike in deals as investors target dominant malls and open-air centers. PERE Deals examines the blockbuster transactions driving the market’s latest upswing.