Allocation Strategy

HSBC Life plans return to real estate via value-add funds

The $120bn AUM insurer aims to diversify its US-heavy, core-focused property portfolio, with an eye on Asian assets, said its CIO.

Investors weigh founding partner commitments to new funds

Leaders from APG, ADIA and ART all expressed a willingness to make cornerstone investments if the terms and alignment are right.

KKR’s real estate recalibration

One of the world’s largest managers has had a bumpy road to global expansion. Two top executives talk to PERE about the path forward.

Rebalancing portfolio priorities and the path to delivery

Market volatility is driving portfolio rebalancing efforts, say participants at our PERE Asia Summit 2026 in Singapore.

Denmark’s PenSam to double foreign property portfolio, trim US exposure

The $32bn retirement fund is prioritizing European investments – including logistics and residential housing – in the face of US instability, according to head of real assets Jeppe Starup.

Surviving an AI bubble: Goodwin Gaw’s private real estate resilience plan

In this episode of The PERE Podcast, Goodwin Gaw, co-founder of Gaw Capital, shares his insights on how real estate investors can capture the upside of AI-led growth, while staying defensive against its risks.

Lazard: Investor optimism underpins fundraising recovery

With investor sentiment improving last year, the picture for capital flows in 2026 looks brighter, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

Perspectives 2026: Investors rekindle their ambitions for private real estate

Real estate has underperformed for most investors, yet high levels of under-allocation together with an improved outlook are prompting a return to fresh commitments.

Doubts loom over green finance outcomes

While sustainable loan volumes continue to grow, borrowers are beginning to question whether the drawbacks outweigh the benefits, writes James Alker.

Dream Industrial on powering industrial real estate’s next demand cycle

Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.