Allocation Strategy

Pantheon joins growing list of asset managers entering real estate

The $65.9bn AUM manager will kick-start its investments in the asset class with the secondaries space as initial area of focus.

Fortress’s Pulley: ‘The longer it takes, the more distress there will be’

While the New York-based investment manager has been able to deploy its funds rapidly, other groups have not found the opportunity set they expected.

PODCAST: Where did all the distressed money go?

Large pools of capital have been raised for distressed strategies, but thanks to government support schemes, finding a home for it is proving a challenge.

Wellcome’s Pereira Gray: ‘You need to alter your risk return’

The CEO of the investment division at the UK charity says performance targets will need to change as real estate becomes more operationally intensive.

Why does everyone want a piece of Austin?

The Texas capital leads a pack of secondary US cities that have moved to the top of global investor wish lists this year.

Keeping politics out of Chinese real estate

Institutional capital is less concerned with political rhetoric over China and more about finding investment opportunities and the practicalities of negotiating local regulations.

China’s nuanced investment landscape

As China’s real estate investment market grows more complex, three sources of capital are set to become more relevant, says Hodes Weill’s Hong Kong-based partner Alfredo Lobo.

Niche sectors attract Chinese investors

Investors in China real estate are turning to non-core sectors, where they can build scale and boost returns.

CPP’s Fulton: China has rebounded faster than other countries

Consumption trends drive investment decisions in the country, says the managing director of real estate investments at the Canadian pension plan.

DOWNLOAD: China real estate in five charts

Covid has not dampened the country’s appeal to private investors.