Retail

There are many hurdles in converting assets from one sector to another, but cost is about to become less of one.

Executives from Angelo Gordon, Nuveen Real Estate and Canada Life make the business case for their preferred alternative use for the property type.

The pandemic has helped to facilitate the conversion of troubled assets in the sector. But such activity is not for the faint of heart.

The less obvious takeaways from our inaugural Real Estate Landscape Study that still move the needle for private real estate.

The property type represents 18% of the pension’s real estate portfolio and contributed to its 0% net return through Q3 2020.

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.

Consultant RCLCO told the $280bn pension it should consider increasing leverage, value-add strategies and construction in anticipation of a market reset.

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.

Ares and AMP Ltd will form a JV covering AMP Capital’s private markets businesses, including real estate and infrastructure, with Ares assuming control.

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.