Allocation Strategy

Prologis’s Arndt: ‘We’re getting ahead of what we see as growing deployment volumes’

The world’s largest REIT raised over $2.6bn of third-party equity in Q1 2026 amid a ‘fantastic quarter’ for investing capital.

Borrowing costs move to forefront as Iran conflict persists

While credit spreads have widened modestly, real estate managers are facing the potential for elevated debt costs as base rate projections change.

ESR on where logistics is creating value for investors today

As logistics real estate matures across Asia-Pacific, performance is increasingly driven by operational execution rather than market momentum, explains ESR’s Phil Pearce.

The data-led approach to value creation

Real estate asset management is undergoing a structural transformation as data, technology and AI shape how value is created.

Value-add fundraising loses share to opportunistic strategies in 2025

Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.

Capital is diverging from traditional reallocation patterns

As liquidity gradually returns to private real estate, much of the proceeds are not flowing back to where they came from, PERE heard at MIPIM.

Inside MIPIM: Real estate focal points overshadowed by Iran crisis

In this episode of The PERE Podcast, the editorial team provide their top takeaways from the global trade show MIPIM. They also reflect on how delegates see the Iran crisis impacting the outlook for real estate capital flows.

Data center strikes emphasize data sovereignty importance for Europe

Attacks on digital infrastructure in the Middle East were among the talking points during last week’s MIPIM conference in Cannes.

Rest Super backs Nuveen’s US Cities Retail Fund

The investor is one of three Australian superannuation funds that committed $330m to the vehicle’s latest round of fundraising.

PIMCO Prime’s Trausch on seizing real estate credit opportunities in 2026

In this episode of The PERE Podcast, PIMCO Prime Real Estate chief executive François Trausch shares his outlook on Europe’s fast‑evolving real estate credit market, including the fierce competition around refinancing and how property debt stacks up against corporate credit.