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Industrial and logistics capital is turning more selective as pricing resets, supply tightens and long-term demand drivers reassert themselves, setting the stage for targeted opportunities.

Real estate has underperformed for most investors, yet high levels of under-allocation together with an improved outlook are prompting a return to fresh commitments.

The $70bn sovereign wealth fund has engaged with manager Fairfield Residential on ways to address the local affordability crisis.

Out of the investor’s 10 dedicated Japan-only vehicles in the past, at least six of those have been focused on the industrial sector.

Following its latest JV with Hulic, the firm is seeing more interest from Japanese capital for its upcoming opportunistic vehicle in India.

Two-thirds of institutions are now underallocated to the asset class, and most plan to either maintain or increase their capital investment this year.

The manager is expanding beyond its pan-European diversified fund series to raise capital dedicated to hospitality assets in Southern Europe.

The Boston-based manager is targeting an eclectic mix of sectors, including marinas and golf courses.

The Philadelphia-based property arm of the Swedish private equity firm is readying its next vintage of US logistics funds.