Blackstone related stories
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Data centers and power generation should not so rarely intersectBlackstone’s latest foray in the red-hot sector addresses one of the biggest challenges in the space.
Blueprint: H1 fundraising data, BNP and AXA IM’s new leadership, Waterton’s next CIO, and morePERE’s latest exclusive fundraising data sets the tone this week, indicating a bump for the asset class in H1 – albeit with some major caveats. We break down the biggest takeaways in our report with a dedicated podcast episode. Elsewhere, BNP Paribas AM and AXA IM’s post-merger leadership starts to take shape; Drake Real Estate Partners closes a record fund; Waterton taps a new investment chief, and more in this week’s briefing, exclusively for our valued subscribers.
Waterton hires CIO from Blackstone portfolio companyFormer Lennar exec John W Gray succeeds retiring investment chief Rick Hurd as the Chicago-based firm looks to grow its development business.
From skepticism to conviction: The meteoric rise of data centersInvestors’ embrace of digital infrastructure turned a niche sector into a booming frontier – and there is plenty of room left to grow.
How logistics moved from ‘fringe to mainstream’Increased capital flows, evolving strategies and specialized funds have transformed logistics real estate into a mainstream institutional asset class.
Hospitality’s rise, fall and recoveryMore institutional capital has entered the hospitality space as traditional sectors like offices and retail face challenges.
'Ongoing stagnation': Real estate fundraising stays muted in H1The PERE Podcast breaks down our just-released H1 2025 fundraising report – and why it is too early to declare a rebound for the asset class.
DOWNLOAD: H1 fundraising volumes dispel recovery predictionsMassive capital hauls from Blackstone masked what was otherwise a tepid capital raising environment during the first half of the year.
Blueprint: GPIF’s European property play, ESR’s overhaul, BlackRock’s credit push and moreOn a mission to grow its undersized private real estate allocation, Japan’s mega-pension fund GPIF leads the industry headlines this week with its fourth-ever fund commitment in the asset class – and its first to a manager not named Blackstone or Brookfield. Elsewhere, a Starwood-led consortium makes its first move after its $7 billion take-private of industrial giant ESR, BlackRock dives deeper into private credit, Texas TRS eyes luxury hotels and more in this week’s briefing, exclusively for our valued subscribers.
Private real estate shifts focus from generalists to specialistsThe age of the generalist real estate fund is over for all but a few. In its place, single-sector funds and specialist operators have emerged to meet investors’ evolving needs.