Allocation Strategy

The ‘$1 trillion club’: Evolving capital markets create a higher tier of managers

This episode of The PERE Podcast looks at how a quest by private markets’ biggest managers to service private wealth and insurance capital alongside institutional investors is creating a set of industry behemoths.

Today’s capital markets are further cause for manager retrenchments

This week’s news that Gaw Capital Partners is winding down its western institutional businesses to emphasize its focus on Asia is not just about deglobalization.

Understanding synthetic risk transfers, the financial tool reshaping real estate lending

Synthetic risk transfers are being embraced by real estate bank lenders, helping them to free up capacity for more lending. The PERE Podcast team breaks down how this financial tool works, and why its increasing use is good news for borrowers.

Defense spending and real estate: Insights from Expo Real

The PERE Podcast breaks down property investors’ main reason for optimism at the Munich conference this week: a NATO-driven market resurgence.

QuadReal joins the race for Europe debt exposure with a £2.5bn push

As US and Canadian managers scale up in European real estate credit, The PERE Podcast spotlights recent plays by QuadReal, Brookfield and others, as well as the factors driving them.

Aware Super’s Misev: ‘We’re actively looking at the US’

The superannuation fund’s head of property expects to deploy more capital in the country than any other region next year.

Brookfield aims to triple real estate AUM in Asia-Pacific in five years

The firm’s regional real estate activity over the past 12 months was more than treble its average in prior years.

‘I didn’t do this to exit. I did this to grow’: Breslauer on Patron’s sale to MEGP

This episode of The PERE Podcast features a wide-ranging interview with Keith Breslauer, as the Patron Capital founder stands on the brink of a new direction for the business.

Morgan Stanley goes local with a $900m bet on Japan

The PERE Podcast spotlights the country’s continued emergence as a hot destination for institutional real estate capital, both domestic and international.

Aware Super CIO: Property team has ‘changed tune’ on deployment

The superannuation fund has shifted into active gear after not ‘investing as much in property in the last two to three years,’ says Damian Graham.