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Private real estate goes domestic as a trade war workaround

Some institutional real estate managers believe China’s domestic consumption insulates its real estate from Trump’s tariff hikes.

To be a better investor, look more closely at your benchmarks

Assessing and improving performance calls for added scrutiny – both of the indices being used and the data they yield.

When the upside is limited, there is value in downside protection

Long-term viability trumps short-term returns in a mature market as New Mountain Capital Partners’ oversubscribed first-time real estate fund demonstrates.

Bespoke open-ended funds offer control over diversification

These vehicles may not be the main core offering yet, but that might change if investors feel they can best control their asset-class exposure and exit timings through them.

India’s first REIT clears fundraising hurdle

The Blackstone and Embassy-backed REIT marks a new investment product for investors in India. The next litmus test will be the type of returns it can generate.

Blackstone bosses on the broad concept of disruption

When you are the world’s biggest manager and raiser of institutional capital for private real estate, your prognostications on the asset class tend to be heard. And so it proved at PERE’s Asia Summit in Hong Kong last week where Blackstone’s real estate co-heads Ken Caplan and Kathleen McCarthy joined PEI’s Real Estate Group senior […]

Is retail tipping from ‘no-go’ to ‘go-go’? 

For some of the delegates at MIPIM, the ‘retail train wreck’ is creating discounted opportunities across equity and debt.

The four most pressing issues for investors in 2019

Lonneke Lowik of INREV drills into why geopolitics and the macroeconomics environment remain important , but no more than raid technology growth and changing market dynamics

Carlyle’s Schwarzschild on five ways to get ahead

Sarah Schwarzschild, partner and co-head of Metropolitan, Carlyle’s real estate multi-manager platform, has become a private real estate role model for her professional progression while growing a family. She shares thoughts on how she made it happen.

In co-investing (nearly) anything goes

Sidecars that invest alongside traditional private real estate funds are on the rise, but their terms vary greatly. This lack of uniformity is unhelpful and will not last.

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