Allocation Strategy

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.

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

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.

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.

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

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.

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.

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.

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

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