Allocation Strategy

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

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

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

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

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

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

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

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.

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.

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.