Allocation Strategy

BpfBOUW furthers €2bn impact ambition with Dutch housing mandate

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

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.

Partners Group on navigating the ‘complex middle’ of bespoke mid-market secondaries

Real estate secondaries has come of age in a higher-rate world, but investors need to do more than price illiquidity to gain an edge, say Henrik Orrbeck and Stefan Lempen at Partners Group.

Public REITs’ balancing act

The new entrants have closed some of the largest private real estate funds this year, but can they serve two disparate investor groups?