Allocation Strategy

The Malaysian pension fund’s head of investments and acquisitions for real estate sees supportive conditions in Europe for non-core deployment.

Outcomes related to affordability, safety and community are as material as carbon and energy efficiency to residential portfolios, according to Charles van Thiel, director of the Real Estate Standard at GRESB.

Consolidation among capital allocators is accelerating – and expected to further drive bifurcation among managers.

This episode of The PERE Podcast discusses ICG’s retrenchment from Asia, following a line of Western managers doing the same. We also speak to Goodwin Gaw, chairman of Gaw Capital, about his views on the current trend and the firm’s renewed focus on the region.

This year’s delegates heard exuberant statements from managers amid a belief that the worst for private real estate capital markets is ‘in the rearview mirror.’ Not everyone is convinced.

Founder Ron Dickerman expects his firm will begin deploying capital next year amid a ‘very intriguing’ time to explore real estate secondaries in the region.

The economy is growing, but hotel occupancy is remaining stubbornly low across sectors.

This episode of The PERE Podcast looks at how a quest by private markets’ biggest managers to service private wealth and insurance capital alongside institutional investors is creating a set of industry behemoths.

This week’s news that Gaw Capital Partners is winding down its western institutional businesses to emphasize its focus on Asia is not just about deglobalization.

Synthetic risk transfers are being embraced by real estate bank lenders, helping them to free up capacity for more lending. The PERE Podcast team breaks down how this financial tool works, and why its increasing use is good news for borrowers.