Opportunistic

UBS on how the residential sector is a natural anchor for portfolio construction

After a period of repricing, residential real estate is reasserting itself globally as a key pillar of diversified investment portfolios, says UBS’s Fergus Hicks.

Savills on how European residential is a source of stability

The war in Iran is just the latest in a line of market-rattling global events to challenge the resilient European residential investment markets, according to Peter Allen and Richard Valentine-Selsey with Savills.

Stoneshield sets Southern European fundraising record with latest close

The regional specialist has secured €1.5bn for its fourth opportunity fund after less than six months on the road.

Kayne Anderson raises record $5.2bn fund for niche real estate

The Los Angeles-based manager’s over-subscribed seventh flagship opportunistic fund will focus on medical offices as well as senior and student housing.

Brookfield’s Teskey sees a ‘very rapid acceleration’ in real estate recovery

The firm’s president expects to execute on $20bn of transactions in the asset class over the next two months.

Japan’s Advantage eyes real estate to help double AUM

The Japanese buyout specialist, which expanded into the asset class last month, will focus on opportunities in corporate-owned real estate.

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.

TPG prepares for ‘major fundraising cycle’ in real estate

The firm is raising capital for three real estate funds and plans to launch a fourth vehicle next month.

Private real estate losses prompt search for answers

As a growing number of covid-era deals underperform, investors are probing whether market timing or poor manager decisions are to blame.

Germany roundtable: The challenge of unlocking the country’s potential

Participants in PERE’s roundtable say a combination of public investment and regulatory reform could help to revive Germany’s stalled economy and real estate market. But they also fear a fragile recovery could be derailed by global events.