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Japan’s GPIF is the latest institution to look to private real estate’s mega-managers for making proxy plays at any point in the cycle.
PERE speaks with real estate borrowers across the globe about how they are surmounting the wall of loan maturities.
In the world’s largest property market, insurance companies are stepping in for retrenching banks, while cash is king in refinancings.
Some borrowers in the region, particularly South Korea, have to seek new lender relationships amid spiking interest rates.
Banks remain a major part of Europe’s refinancing picture, but insurers are also becoming more active.
Warning signs are appearing, but the net lease sector remains stable.
In an environment where credit is tight and liquidity needs are growing, sale-leasebacks, build-to-suits and net lease acquisitions each have their own set of headwinds and tailwinds.
PERE investigates whether net leases are becoming more attractive and whether they will remain appealing if inflation tapers back down.
Fundraising for rental residential continues apace, as there is still plenty of capital seeking to profit from the sector’s long-term performance.
Interest rate rises upset the student housing market in late 2022, but strong operational performance means investors remain keen to allocate to the sector.

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