Allocation Strategy

Asia-Pacific real estate’s shifting image over the decade

The role played by the region and its domestic institutions on the global private real estate stage has grown meaningfully over the past decade.

UK pension starts alts buildout with property allocation

Having picked its first private markets fund, NOW: Pensions will move into other illiquid assets, potentially alongside Mercer, director of investment Martyn James tells PERE.

Investor portfolios shift from passive returns to active management

Property allocations have taken on a more nuanced role in investors’ portfolios as the asset class has matured.

The decade the world split apart

From Brexit and wars to a US-China divide and the rise of India, these themes dominated the geopolitical landscape of the last 10 years in real estate.

AXA IM Alts’ Scemama: Macro forces reinforce interest in real assets

The importance of asset management has remained constant in a changing world, writes Isabelle Scemama, global head of AXA IM Alts.

Blackstone’s Seppala: Europe’s importance has grown significantly

The manager’s head of real estate for Europe reflects on the growth of international interest in the region as exemplified by the commitments to and deployment of its latest mega-fund.

Deep Dive: Rana Ghorayeb takes on CDPQ’s real estate reboot

Tasked with navigating the pension’s C$75bn property portfolio through a turbulent environment and the organization’s own unprecedented restructuring, Rana Ghorayeb is undaunted.

Decarbonization remains critical despite ESG backlash, say managers

Market forces will keep sustainability on the agenda, according to attendees at the annual MIPIM conference.

Blue Owl: Focusing on capital solutions in real assets

Marc Zahr, co-president of Blue Owl Capital and global head of real assets, discusses disciplined real asset strategies and opportunities for growth in a year marked by rising interest rates and inflation.

AIA growing more selective on Chinese real estate

China is one of the insurer’s ‘biggest growth markets,’ but the investor is exercising caution as it looks to time the recovery, said head of real estate Kian-Sin Toh.