Core

Aussie superfunds see good ‘relative value’ again in real estate

CSC’s Glenn Riley said ‘the market has turned’ as the investor looks to increase deployment in the asset class.

Connecticut pension anchors Artemis’s fifth flagship fund

The Hartford-based investor is focused on existing manager relationships as it eyes $1.2bn in real estate commitments this year.

Ohio SERS seeks to reduce real estate exposure after missing benchmarks

The Ohio school pension’s CIO believes successful managers in the asset class will need to be ‘effective operators.’

The two types of real estate managers are becoming increasingly alike

Private equity firms and investment managers, which traditionally had different risk-return profiles, are converging for one important reason.

W. P. Carey: The balancing act between deployment and discipline

Differences between the US and Europe are shaping how investors price risk, structure deals and assess emerging sectors, say W. P. Carey’s Christopher Mertlitz and Zachary Pasanen.

Blue Owl Capital on managing risk on net lease’s new frontiers

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

Morgan Stanley Real Estate Investing on selectivity rising as investors refocus on fundamentals

Tenant strength, asset quality and demand drivers are increasingly shaping where real estate investors find durable income, says Morgan Stanley’s David Gross.

Cain on niche strategies coming of age in Europe

The European net lease market is gaining momentum and entering a pivotal phase of growth, says Cain’s Jon Strang.

How net lease investors are recalibrating for a complex market

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

CIM Group on bridging the yield gap

Net lease real estate is growing in overall appeal, especially for global capital, says CIM Group’s Jason Schreiber.