The $32bn retirement fund is prioritizing European investments – including logistics and residential housing – in the face of US instability, according to head of real assets Jeppe Starup.
3 min read · 16 February 2026
In this episode of The PERE Podcast, Goodwin Gaw, co-founder of Gaw Capital, shares his insights on how real estate investors can capture the upside of AI-led growth, while staying defensive against its risks.
2 min read · 13 February 2026
With investor sentiment improving last year, the picture for capital flows in 2026 looks brighter, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.
3 min read · 04 February 2026
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.
6 min read · 03 February 2026
While sustainable loan volumes continue to grow, borrowers are beginning to question whether the drawbacks outweigh the benefits, writes James Alker.
6 min read · 02 February 2026
Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.
6 min read · 02 February 2026
Policies aimed at shoring up crucial regional supply chains will boost demand and returns for investors in the sector, says Aberdeen’s Craig Wright.
7 min read · 02 February 2026
Asia’s largest logistics market has had a rough ride, but with development pipelines declining and demand rebounding, premium assets are there for the taking, says DNE Group’s Keaton Yu.
6 min read · 02 February 2026
To close the gap between its actual and target allocations, the system intends to deploy $1.55bn in real estate funds over the next decade.
3 min read · 20 January 2026
