Home Allocation strategy

allocation strategy

Global institutions targeted opportunistic funds and broke into new strategies in 2020, but stayed closer to their home markets.
Robert Stuckey believes an investing thesis centered on underwriting real estate via demographic and technological trends has kept Carlyle's business insulated from the current pandemic-induced crisis.
Former global head of Brookfield’s private funds group Leo Van den Thillart has been brought on board as CEO to lead the business.
Private real estate investors’ activity, which fell in November due to increased uncertainty, can now be expected to resume, writes head of real estate James Jacobs.
There are good reasons why the greater emphasis on real estate public equities during the pandemic will stay once the crisis subsides.
The $2.8bn sale to Highgate is potentially the first many large hospitality portfolio sales, but a debt transfer of its size is unlikely to be repeated
The country's largest public pension has been exploring how it could increase its private equity exposure and begin committing to other asset classes, according to head of alternatives Per Olofsson.
As covid-19 amplifies the exodus from big, expensive cities, institutional capital must decide if it wants to join the retreat or bet on a return.
Venturous Smart City
This is the second senior resignation in Blackstone’s real estate team in China in the past month, following country head Tim Wang.
John Ratcliffe Barings
Real estate debt in Australia and New Zealand, as well as core and value-add in Japan, will be focus areas for the firm’s head of Asia-Pacific real estate.

Copyright PEI Media

Not for publication, email or dissemination