The Arizona pension’s private markets head remains keen to recycle capital into new opportunities in an SMA-heavy real estate program.
The investment consolidates most of the pension manager’s regional logistics portfolio into one platform.
In investing €1.25bn to build new homes, the Dutch pension fund is becoming an outlier in an increasingly development-shy market.
The real assets director at the $130bn public pension intends to gradually expand its exposure to the asset class.
Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.
From offices to student housing and healthcare, AI’s advance is changing the outlook for various property sectors.
The Japanese investor is allocating up to $200m to overseas real estate in 2026, with a focus on value-add diversified funds.
The California pension giant has shifted more capital to non-core real estate strategies over the past two years.
Pension manager Rest is the latest global capital allocator favoring the structure to expand in the asset class.
The partners have seeded the JV – the Singaporean fund’s second this year – with a 4.1m square-foot portfolio.