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.

QIC on how resilient income in Australian convenience retail creates value

Australian supermarket-anchored neighborhood shopping centers offer defensive cashflows, with operational levers for value creation, according to QIC’s Chris Forbes.

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From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

DNE Group on market reset creating new value in China’s real estate playbook

With demand imbalances and capital dynamics reshaping property markets across China, managers with operational expertise and fund management capability are finding new pathways to value creation, says DNE Group’s Martin Chen.

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.

Adaptive reuse moves to the forefront of value creation

With transactions subdued and development limited, the industry is turning to conversions, retrofits and repositioning strategies to drive income and unlock value, reports Giovanni Legorano.