Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.
10 min read · 01 April 2026
Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.
7 min read · 01 April 2026
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.
1 min read · 20 March 2026
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.
3 min read · 04 February 2026
Vacancy shifts, land scarcity and automation pressures are reshaping markets around the world, say Macquarie Asset Management’s Julia Huang, James Bechely-Crundall and James Besson.
7 min read · 02 February 2026
Interest rate cuts support gradually improving market dynamics despite ongoing political and trade turbulence, say participants in PERE’s regional roundtable discussion.
10 min read · 01 December 2025
Clarion Partners’ Julie Robinson and Indraneel Karlekar see openings in a sector where growing demographics outpace supply by a wide margin.
7 min read · 01 December 2025
The economy is growing, but hotel occupancy is remaining stubbornly low across sectors.
6 min read · 01 November 2025
Political volatility and economic instability present challenges for US private debt investors, but participants in PERE’s roundtable remain optimistic.
10 min read · 31 August 2025