Allocation Strategy

Nest’s director of public and private markets to exit

Rachel Farrell will leave the £68bn UK pension fund, which is looking to in-house more investment decision-making while also working with a broader range of GPs, PERE has learned.

BpfBOUW furthers €2bn impact ambition with Dutch housing mandate

The pension fund will invest €500m with manager Bouwinvest in sustainably built affordable housing.

EQT puts US multifamily back on the radar

Around 18 months after ending its US multifamily program and refocusing on the industrial sector, the manager’s real estate arm is preparing a fresh diversification push.

PIMCO’s Trausch: Real estate’s ‘fight for relevance’ in age of AI

In its latest sector outlook, the manager said a key consideration for an asset is its capacity to host ‘the tenants of the future.’

NBIM outsources management of London and Paris office holdings

The move to partner with Stanhope comes as the sovereign wealth fund aims to boost returns by working with sector specialists.

Australia’s Rest eyes US property in private markets ramp-up

Private markets head Marina Pasika on why the superfund avoids ‘bucketing’ its portfolio by asset class and how its thematic view extends to unlisted real estate.

Investors back convenience-oriented retail formats as capital returns to sector

Limited new supply and necessity-led demand are reshaping the investment case for retail real estate.

Centuria secures Japanese investor backing for single-asset Sydney office fund

The ASX-listed firm has raised approximately A$268m in equity to acquire a 50% stake in two properties in the city’s World Square precinct.

Northwood Investors on open-air retail gaining momentum

Specialty open-air retail centers are providing a notable investment opportunity in the current retail landscape, say Northwood’s Ward Kampf and Sam Payette.

Schroders Capital on why recapitalization is more than just a liquidity tool

Recapitalizations are emerging as a way to bridge Europe’s funding gap, combining capital discipline with operating expertise to enable platforms to institutionalize and grow, say Schroders Capital’s Kieran Farrelly and James MacNamara.