Morgan Stanley Investment Management related stories
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Blueprint: Public REIT fortunes mixed after Fed interest rate hike; PERE explores borrowing problems; Brookfield's South Florida hotel sale finally closesPublic equities markets react favorably to Federal Reserve's latest interest rate hike but real estate public markets have a mixed response; PERE's latest cover story highlights borrowers' issues in the current environment; Brookfield sells a signature hotel asset in South Florida after previously failed buyer efforts; and more in today's briefing, exclusively for our valued subscribers.
Deep Dive: Real estate borrowers feel the painThe impact of myriad lending sources pulling back at the same time has been worse than many are willing to acknowledge.
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.
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.
MSREI’s passing of the torchLauren Hochfelder and Brian Niles are taking over leadership of a real estate business that is very different from the one they joined.
Deep Dive: The investment banks that chose to reboot over quittingWhile other banks exited the space, Morgan Stanley and Goldman Sachs stayed the course and restored their credibility in private real estate.
Five key takeaways from the 2022 PERE 100Strong showings from sector specialists and the return of some familiar faces help private equity real estate’s elite return to form.
Private real estate zeroes in on the ESG KPIs to prioritizeA core set of KPIs, selected by associations NCREIF and PREA from hundreds of metrics, is intended to address the ‘Wild Wild West’ of ESG reporting.
Today’s investment bank model for private real estate is demonstrably lower riskGoldman Sachs has echoed Morgan Stanley by returning to private equity real estate funds with a rebranded series carrying a considerably more conservative strategy.