Allocation Strategy

Aussie superfunds see good ‘relative value’ again in real estate

CSC’s Glenn Riley said ‘the market has turned’ as the investor looks to increase deployment in the asset class.

CPP expands direct playbook with first European real estate co-investment

By acquiring a minority stake in Blackstone’s French logistics platform Proudreed, the Canadian pension fund is exploring ‘creative ways’ to invest in Europe, says regional head of real estate Tom Jackson.

Owner of Belgium’s biggest office sues CBRE Loan Services in valuation dispute

The Korean owners of Belgium’s largest office asset allege the building’s lenders placed undue pressure on valuers to trigger a cash trap event.

BNPP AM Alts amasses €3bn for European credit strategy targeting value-add deals

The manager is targeting high single-digit IRRs by lending against transitional real estate through its latest fund and associated vehicles.

AEW looks to diversify beyond core/core-plus in Europe

Since her promotion to CEO of AEW Europe, Vanessa Roux-Collet has made plans to expand the firm’s product range.

Aussie performance test overhaul to unlock more affordable housing capital

Reforms under consideration could see more investments in the strategy with the introduction of an ‘emerging covered asset class.’

How net lease investors are recalibrating for a complex market

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

Net lease investors move beyond credit ratings

Investors in the strategy are digging deeper into tenant health checks and real estate quality amid rising costs and market uncertainty.

CIM Group on bridging the yield gap

Net lease real estate is growing in overall appeal, especially for global capital, says CIM Group’s Jason Schreiber.

Blackstone’s Schwarzman talks up real estate’s resiliency amid AI, private credit fears

The firm’s chairman and CEO said physical assets and asset-based credit are better protected from technological disruption than corporate credit.