AEW

Despite stiff competition in a challenging marketplace, the Italian insurer’s real estate manager is taking its fundraising ambitions to the next level.

Changing regulatory conditions in Europe are shaking up the real estate asset manager landscape through M&A.

The pension's December commitments included $400m to a co-investment vehicle with Blue Owl and $75m to a new manager relationship.

Whether or not the election-induced delay to the country’s real estate recovery will be contained depends on whether a new government can work together.

After a bruising 2023, real estate investors anticipate further falls in prices and a longer buying window for those seeking value across the region.

For seven private real estate managers, breaking away from the crowd is equal parts risk and reward.

As more managers integrate transition and physical risk into their market analysis, the implications for capital flows should be substantial.

The investment manager believes the impact on returns of energy-efficiency upgrades will be more ‘manageable’ than previously feared.