Allocation Strategy

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.

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

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

Policies aimed at shoring up crucial regional supply chains will boost demand and returns for investors in the sector, says Aberdeen’s Craig Wright.

Asia’s largest logistics market has had a rough ride, but with development pipelines declining and demand rebounding, premium assets are there for the taking, says DNE Group’s Keaton Yu.

To close the gap between its actual and target allocations, the system intends to deploy $1.55bn in real estate funds over the next decade.

Hines’ David Steinbach joins The PERE Podcast to discuss real estate’s cautious outlook for the year ahead.

The local government pension scheme pool, with around £65bn of potential LGPS capital, is expanding its capabilities ahead of seven more funds joining its client base.

In part one of a two-part series, The PERE Podcast looks at the top headlines from across 2025. This week, the team focuses on the major stories in real estate credit.

The world’s largest sovereign wealth fund will target platform and fund investments, as well as private residential strategies, for the first time.