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Global Investor 100

The PERE Podcast breaks down a turning point for the Global Investor 100 ranking with guest Dimme Lucassen of Evercore.
PERE’s investor ranking sees its first-ever aggregate decline in property exposure as macroeconomic factors continue to weigh on values and sentiment.
For the first time on record, PERE’s global investor ranking contends with a decline in aggregate allocation to private real estate.
As US and Canadian managers scale up in European real estate credit, The PERE Podcast spotlights recent plays by QuadReal, Brookfield and others, as well as the factors driving them.
Allocations in aggregate may have withstood the turbulence of the era, but investors have had to adapt their approach.
UC Investments, the University of California’s endowment, has surged up the GI 100, a feat made possible by an opportunistic Blackstone deal.
Certain investors on PERE’s ranking have attributed their shrinking real estate allocations to sales.
PERE’s ranking of the largest institutional investors in private real estate succumbs to macroeconomic challenges to record its lowest-ever growth.
With almost half of this year’s ranking witnessing portfolio value declines, institutional investors reflect on a tumultuous period for private real estate.
The methodology for the Global Investor 100 ranking.
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