Events

Japanese real estate investors raise return targets amid rising rates

The country’s institutions are recalibrating their core-heavy strategies to focus more on value-add opportunities.

NPS pivots towards more bespoke vehicles in real estate

The Korean investor is leaning into club deals, SMAs and direct investments to sharpen strategy, cut costs and speed up investments.

GEPS to double real estate exposure over next five years

In a pivot away from single-asset investments, the South Korean pension plans to commit $250m to commingled funds in the next 12 months.

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.

BlackRock’s MacDonald takes cautious stance on Japan

The asset manager looks to smaller investments that can be exited quickly as BoJ’s rate normalization complicates longer-term plans.

Iran war will have mostly ‘indirect implications’ for real estate

Delegates at the PERE Network Asia Summit worried primarily about the wider ripple effects of the Middle East conflict.

KWAP’s Hamid: ‘You cannot miss a vintage’

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

CPP’s van Oosterom: ‘We’d like to get something more out of our real estate allocation’

The Canadian pension’s real estate head said an increased focus on alpha has myriad implications for how it invests in the asset class.

TA Realty’s Strope: ‘So much of data centers is so little understood’

One of private real estate’s hottest sectors is also one of the most opaque, according to speakers at the PERE America Forum.

PERE America 2025: ‘Everyone will have an opportunity to outperform’

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.