Allocation Strategy

AEW looks to diversify beyond core/core-plus in Europe

Since her promotion to CEO of AEW Europe, Vanessa Roux-Collet has made plans to expand the firm’s product range.

Aussie performance test overhaul to unlock more affordable housing capital

Reforms under consideration could see more investments in the strategy with the introduction of an ‘emerging covered asset class.’

How net lease investors are recalibrating for a complex market

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

Net lease investors move beyond credit ratings

Investors in the strategy are digging deeper into tenant health checks and real estate quality amid rising costs and market uncertainty.

CIM Group on bridging the yield gap

Net lease real estate is growing in overall appeal, especially for global capital, says CIM Group’s Jason Schreiber.

Blackstone’s Schwarzman talks up real estate’s resiliency amid AI, private credit fears

The firm’s chairman and CEO said physical assets and asset-based credit are better protected from technological disruption than corporate credit.

Prologis’s Arndt: ‘We’re getting ahead of what we see as growing deployment volumes’

The world’s largest REIT raised over $2.6bn of third-party equity in Q1 2026 amid a ‘fantastic quarter’ for investing capital.

Borrowing costs move to forefront as Iran conflict persists

While credit spreads have widened modestly, real estate managers are facing the potential for elevated debt costs as base rate projections change.

ESR on where logistics is creating value for investors today

As logistics real estate matures across Asia-Pacific, performance is increasingly driven by operational execution rather than market momentum, explains ESR’s Phil Pearce.

The data-led approach to value creation

Real estate asset management is undergoing a structural transformation as data, technology and AI shape how value is created.