The pandemic has helped to facilitate the conversion of troubled assets in the sector. But such activity is not for the faint of heart.
10 min read · 04 May 2021
The less obvious takeaways from our inaugural Real Estate Landscape Study that still move the needle for private real estate.
3 min read · 18 March 2021
The property type represents 18% of the pension’s real estate portfolio and contributed to its 0% net return through Q3 2020.
4 min read · 17 March 2021
The Singaporean sovereign fund has teamed up with a REIT, a hedge fund and an alternative investment manager to bet on pricing dislocation in US retail.
4 min read · 15 March 2021
Consultant RCLCO told the $280bn pension it should consider increasing leverage, value-add strategies and construction in anticipation of a market reset.
3 min read · 09 March 2021
The stable returns of core real estate are in greater demand than ever. But the primary vehicles for delivering them are in the middle of a slow transition.
10 min read · 08 March 2021
Ares and AMP Ltd will form a JV covering AMP Capital’s private markets businesses, including real estate and infrastructure, with Ares assuming control.
3 min read · 01 March 2021
In an otherwise embattled sector of real estate, European food retail has many features to whet the appetite of private capital, writes Andreas Trumpp, head of European research and strategy at Savills Investment Management.
6 min read · 01 March 2021
The firm’s new head of global listed real assets believes certain office REITs could still generate 10-15% IRRs over the next several years.
4 min read · 22 February 2021
