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The pendulum of investor sentiment on the US swings againAmid ongoing volatility, overseas capital has gone from redlining the world’s largest property market to returning to it half a year later.
Advisory firm Sousou Connect launches Saudi ventureThe London-based real assets consulting firm is responding to an increase in global managers seeking to raise and deploy capital in the region.
Blueprint: Women of influence, Expo highlights, DPI deep dive, Blackstone’s Gulf game and moreThis week marks the release of the fifth annual Women of Influence in Private Markets list – meet this year’s class below. Meanwhile, our latest cover story takes a deep dive into property fund distributions (or the relative lack thereof); European real estate leaders head to Munich for Expo Real, where PERE is on the ground and the stage; Blackstone, SC Capital and CapitaLand stake their claims in the Gulf region; and more in this week’s digest, exclusively for our valued subscribers.
Deep Dive: The performance metric that has become ‘top of mind’Pressure for payouts mounts as many 2020- and 2021-vintage funds continue to generate little to no distributions.
The GI 100 grapples with shrinking allocations to real estatePERE’s investor ranking sees its first-ever aggregate decline in property exposure as macroeconomic factors continue to weigh on values and sentiment.
Blueprint: Schroders’ next Asia head, NBIM’s office push, UK pensions eye real assets and moreLeadership changes top the headlines this week as Schroders names its next Asia-Pacific real estate head, Swedish manager Areim replaces its head of investor relations and Australia’s sovereign wealth fund taps a private real estate veteran to run its growing property business. Meanwhile, one of the UK’s largest pension investors charts a real estate expansion, US managers tweak their strategies for the tariff era and more in this week’s briefing, exclusively for our valued subscribers.
Real estate managers pivot strategies in the tariff eraHigher interest rates, inflation and an unpredictable trade war are ushering in an ever-changing set of obstacles.
Blueprint: Tariff turmoil, BGO’s succession plan, private real estate’s top law firms and moreAs a looming trade war rocks global markets, volatility is seeping into private real estate where hopes for a recovery are giving way to fears of another downturn. Meanwhile, succession plans are back in the spotlight this week as managers BGO and M&G look inward for their next leaders, Prologis’s next chapter includes an emphasis on private capital, a pair of Morgan Stanley veterans strike out on their own and much more in this week's briefing, exclusively for our valued subscribers.
Are real estate allocations at risk?Industry executives are concerned Donald Trump's energy policies could further steer investor capital away from the asset class to infrastructure.
Trump’s re-election a ‘mixed bag’ for real estateWhile many believe the US President-elect’s policies will provide stimulus, others worry they will put a real estate recovery at risk.