The shrinking real estate investor universe

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

By

Evelyn Lee

and

Charlotte D'Souza

2 December 2025•9 mins read

Featured Investors Managers Asia-Pacific Europe North America Allocation Strategy Regulation & Legal

Related articles

alt

Hyatt Regency Grand Reserve, Puerto Rico: The sun after the storm

8 July 2026 · 2 mins read

alt

Investor Intentions: CNPADC seeking experienced investment consultants across asset classes

7 July 2026 · 1 min read

alt

Value-add strategies move into the spotlight

7 July 2026 · 1 min read

alt

Retail property investment is back on the rise

6 July 2026 · 5 mins read

alt

Lazard: Investors place premium on operational real estate

6 July 2026 · 3 mins read

alt

Global retail M&A dealmaking gathers momentum

6 July 2026 · 2 mins read

alt

Investors back convenience-oriented retail formats as capital returns to sector

6 July 2026 · 5 mins read

motif