After enjoying more than a decade of cheap money, the new cost of finance and growing risk of obsolescence have pushed European real estate into entirely different waters.
10 min read · 20 March 2023
As managers and investors continue to struggle with liquidity issues, it is no longer business as usual for real estate recapitalizations.
4 min read · 22 February 2023
Cap rates have increased sharply in both Europe and the US. But logistics experts argue that strong fundamentals will support a return of investment activity later in the year.
9 min read · 01 February 2023
Hideto Yamada, the $1.3trn pension’s real estate head, told delegates at PERE’s Tokyo conference how lower performance is likely in today’s inflation-led environment.
2 min read · 21 September 2022
Private real estate is overlooking long-term opportunities amid near-term concerns, warned speakers at last week’s PERE Global Passport event.
3 min read · 01 September 2022
The strategy’s appeal becomes clear in a volatile macroeconomic environment, according to James Jacobs, head of real estate for Lazard’s private capital advisory group.
2 min read · 31 August 2022
The Hong Kong-based firm is building more cost contingencies into its underwriting to reflect the uncertain macroeconomic environment.
3 min read · 30 August 2022
Property investors are backing away from development as the energy crisis and rising interest rates exacerbate cost increases.
3 min read · 29 August 2022
On performance alone, real estate offers institutions more reasons for optimism than concern during volatile times.
3 min read · 18 August 2022
Brookfield gets closer to latest mega-fund target, PERE adds SWF data to H1 investor report, Alaska Permanent Fund backs multifamily REIT in JV, and more in today’s briefing, exclusively for our valued subscribers.
5 min read · 16 August 2022
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