Retail

Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

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.

From offices to student housing and healthcare, AI’s advance is changing the outlook for various property sectors.

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.

The investment in the long-term, net-lease portfolio aims to provide a fixed rate of return for Apollo.

APG expects to focus on core-plus strategies and developed APAC markets.

The investor is one of three Australian superannuation funds that committed $330m to the vehicle’s latest round of fundraising.

The Middle Eastern sovereign wealth fund has formed a separately managed account with the Hong Kong-based firm.