KKR related stories
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The good, the bad and the ugly of an oncoming recessionDelegates at the PERE America Summit 2022 this week offered reasons to both welcome and dread an economic slowdown.
Blueprint: Hodes Weill's allocations monitor, Brookfield closes 2022's largest fund, CalPERS' real estate spending spreeHodes Weill and Cornell University's annual Allocations Monitor white paper reveals stark overallocations among institutional investors; Brookfield's $17 billion mega-fund stands to be the biggest private real estate vehicle closed this year. Undeterred by current market conditions, US pension CalPERS deploys almost $5bn in Q3 alone; and more in today's briefing, exclusively for our valued subscribers.
Blueprint: KKR's European debt business growth plans, PERE's latest fundraising report, APG's Asia self-storage JVKKR targets relationship building as the route to growing its debt origination activities for its European credit business; fundraising slows in PERE's latest report; APG and CapitaLand buy an established Asia self-storage business; and more in today's briefing, exclusively for our valued subscribers.
KKR launches European real estate debt businessThe New York-based firm is targeting $1bn-$2bn in originations in the region next year amid a 'super-interesting time' for non-bank lenders.
Ares boosts real estate secondaries strategy for Asia with key hireThe Los Angeles-headquartered asset management firm has followed the recruitment of an Asia real estate head on the direct side with a second appointment intended to lead its indirect investments in the region.
Cadillac Fairview poaches Oxford Properties execThe new hire will round out the senior leadership team of Canadian pension plan Ontario Teachers’ European real estate business.
Blueprint: AXA Investment Managers' staff restructuring, UBS Asset Management's cold storage venture, GIC's hotel splashAXA Investment Managers - Alts appoints co-heads of real estate as part of wider reorganization, UBS Asset Management closes on $700 million for cold storage development, GIC's $2.3 billion luxury hotel platform purchase, and more in today's briefing, exclusively for our valued subscribers.
GIC’s massive net lease bet is not easily replicatedThere are multiple reasons not to expect the sovereign wealth fund’s $14bn STORE Capital deal to be repeated by other capital providers.
PERE Japan and Korea: income and blind pool funds are the order of the dayOur top five takeaways from PERE Japan and Korea, where $1.3trn GPIF and $665bn NPS were among the big names sharing their priorities.
Blueprint: ESR's confidence in rental growth, PAG and KKR's shortlisting in $10bn data center deal, ADIA's new student housing JVESR touts the power of rent growth to mitigate interest rates; KKR and PAG are shortlisted in $10bn data center deal; ADIA expands existing student housing relationship; and more in today's briefing, exclusively for our valued subscribers.