PERE Staff

GIC’s real estate chief investment officer Lee Kok Sun retires after 27 years at the Singaporean sovereign wealth fund; Morgan Stanley Real Estate Investing receives a one-year extension on the investment period for its tenth global real estate fund; Brookfield raises $8 billion in the initial close for BSREP V; and more in today's briefing, exclusively for our valued subscribers.

PERE's February Deep Dive highlights the ripple effects of geopolitics on private real estate investment activity globally; interest rates policy thinking is showing signs of divergence in the sector; fundraising totals for private real estate are the worst in more than a decade, just two years after hitting a peak in 2021; and more in today's briefing, exclusively for our valued subscribers.

Though industry participants see the wind-up order as a long time coming, the mid- to long-term implications for China's real estate market remain uncertain.

Inside: Private real estate’s collision course with geopolitics; Manulife IM on its real estate ambitions; Plus Perspectives 2024 – our annual survey of investor plans for the year ahead; And much more…

Inside: Why the sector is ready to rebound; How final mile logistics is becoming a dynamic sector; And the only way is up for warehouses; Plus expert comment from Verdion, Realterm and Macquarie Asset Management; And much more…

The logistics sector has been drastically impacted by macro and micro trends, but opportunities abound amid consistent demand drivers, says our panel.

Canadian investor CDPQ will lose CEO Nathalie Palladitcheff after integrating its real estate business, Ivanhoé Cambridge; Blackstone points to brighter times ahead for BREIT as redemption requests from the giant private real estate investment trust fall dramatically; Cabot hits its fundraising target while Rockpoint misses its goal despite a strong first closing; and more in today's briefing, exclusively for our valued subscribers.

Former Blackstone real estate boss Chad Pike launches a debut special situations fund for his new firm Makarora; Goldman readies another year of commercial real estate sell-downs after reducing its property holdings by more than $6 billion last year; Actis gears up for an Asia real estate expansion following the firm’s acquisition by General Atlantic; and more in today's briefing, exclusively for our valued subscribers.

The outcome, while removing an imminent threat to cross-strait stability, is expected to impact investor sentiment in the region.