Opportunistic

AI disruption reshapes tenant risk in net lease

Investors are reassessing industry exposure as automation and technological changes challenge long-term occupier viability.

Private real estate is seeing a mismatch between sentiment and performance

The asset class is now viewed in a notably more positive light, despite the fact returns have yet to bounce back.

Australia’s Qualitas expands direct real estate capabilities

Jesse Curtis will lead a platform designed to bring asset management in-house and focus on products offering stable, income-producing investments.

Niam holds first close for ninth Nordic opportunistic fund

The Nordics specialist is already halfway toward its €1bn target for the fund after around six months on the road.

Invesco Real Estate buys majority stake in a $2bn senior housing portfolio

The assets were assembled by Kayne Anderson, which will stay on as a minority investor.

GPIF taps Hong Kong’s Phoenix for domestic push

This marks the first time the world’s largest pension fund has invested in an Asia-based real estate manager.

DOWNLOAD: Real estate fundraising loses ground in Q1 2026

While fundraising volume fell 50% year-on-year in Q1 2026, more funds hit or exceeded their targets and took less time to reach final close.

Value-add fundraising loses share to opportunistic strategies in 2025

Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.

ICG closes second Metropolitan opportunity fund with €1.4bn

The vehicle is more than five times the size of its predecessor, and will be invested in triple-net lease industrial and logistics assets across Western Europe.

CalPERS sees higher real estate returns after allocation shift

The California pension giant has shifted more capital to non-core real estate strategies over the past two years.