Allocation Strategy

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.

KKR’s new real asset business forms just as the data center world is rocked

In this inaugural episode of The PERE Podcast, Jonathan Brasse, Evelyn Lee and Bruno Alves discuss the implications of the manager’s recent merger of its real estate and infrastructure businesses.

PERE’s Next Contenders: Managers set to make big marks in the new cycle

In this episode of The PERE Podcast, Evelyn Lee and Jonathan Brasse discuss firms on the fast track to industry prominence.

Perspectives 2025: What investors want from real estate is changing

Investors’ top risk factors, favored sectors and performance expectations from private real estate are shifting as the industry finds a path to recovery.

China’s appeal declines further among real estate investors

For the first time, no Chinese locations appeared among property investors’ top 10 cities in CBRE’s Asia-Pacific investor intentions survey. ANREV’s own recent poll indicates a similar sentiment.

Family office Vonrosen eyes partners for Dubai property venture

The founder of family office Vonrosen may bring in co-investors to support the expansion of Dubai luxury developer 25 Degrees, and to fuel broader real estate investment.

CapitaLand’s ambitions see M&A tactics leapfrog organic

The firm plans to dedicate significant capital toward acquisitions in key markets around the world, demonstrating it has moved on from relying principally on senior recruitment to meet its growth objectives.