PERE Staff

Capital raised for North American strategies relative to other regions hit a five-year low last year, with European funds seeing less success reaching their targets.

Inside: Building resilience – how private real estate is mitigating AI bubble risk; Highlights and key takeaways from the PERE Network Asia Summit in Singapore; And much more…

As logistics real estate matures across Asia-Pacific, performance is increasingly driven by operational execution rather than market momentum, explains ESR’s Phil Pearce.

With easy gains fading, investors must rely on asset insight and integrated data to identify true performers, say UBS Asset Management’s Larissa Belova and Matt Johnson.

As fundraising remains muted across the value-add strategy, managers and investors emphasize execution, pricing and selectivity as key performance drivers globally.

Australian supermarket-anchored neighborhood shopping centers offer defensive cashflows, with operational levers for value creation, according to QIC’s Chris Forbes.

As liquidity tightens and pockets of distress emerge, managers are turning to sharper underwriting, disciplined capex and tighter operational control to drive returns, says Arrow Global’s Jay Patel.

Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.

Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.