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Inside Japan Post Insurance’s $10bn alternative investment plan

Tadasu Matsuo, managing director and head of alternative investment at Japan Post Insurance, lays out the investor’s diversified portfolio investment strategy in a freewheeling interview with PERE.

Macro uncertainties lead headwinds facing Asia’s real estate investors

The trade war between the US and China, coupled with cap rate compression, is making investors and their managers reassess their Asia-Pacific investment strategies.

Japan’s biggest whale makes its first splash

The Government Pension Investment Fund has entered global real estate. PERE investigates what comes next for the world’s largest pension fund.

WATCH: How US rate hikes is helping Australian RE raise Japanese capital

Lower cost of hedging is putting Australia back on the map for overseas investors like the Japanese institutions, says Richard Stacker, chief executive officer for industrial at Charter Hall Group.

WATCH: Why few logistics facilities are actually ‘last mile’

Few logistics facilities are actually efficient enough to be high-flow-through assets, says Robert Fordi, chief executive officer at Realterm Logistics.

What to know about NPS’s $1.9bn opportunistic bet with KKR, IGIS

The South Korean public pension giant is the majority investor in the mixed-use development project in Seoul’s Gangnam business district.

How some investors could benefit from US-China tensions

A decrease in Chinese investments in the US could increase buying opportunities for other institutional investors around the world, according to Paul Hastings.

When an alpha investor dominates a fund

Smaller investors risk being snubbed when assertive institutions step into commingled funds as cornerstones, a case in Asia this week suggests.

Allianz’s China ticket comes with perks

The German insurer’s cornerstone investment in KaiLong’s commingled fund includes benefits such as input on investments, lower fees, and co-investment possibilities, says Asia-Pacific RE head Rushabh Desai.

Why Singaporean investors are on a global real estate buying spree

A growing number of Singapore-based investors are diversifying into Europe and US markets to balance their heavy reliance on Asia markets.

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