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Imagine a world where core is the riskier investing profile
To successfully navigate the reefs of high core valuations, an opportunistic anchor is the best fit, argues Cyril Demaria, head of private markets, Wellershoff & Partners
Barings is buying … but who’s selling?
The Connecticut-based manager signaled its intent to make corporate outlays in Asia’s private real estate market this week. But well-performing sellers will likely trade at a premium.
Henderson Park proves execution speed can drive a record fundraise
Nick Weber’s first-time fund manager has been propelled by its $2.7bn a year run-rate at a time of deployment worries.
Today’s investment equation starts with the occupier
Speakers at PERE’s Europe Summit focused on how investors and lenders will benefit most from providing the sorts of real estate their tenants really want.
Five things to know about PERE’s first 100-strong manager ranking
Beyond the top managers raising record equity, other takeaways include the greater investing power, the relevance of non-North American managers and the distance Blackstone is gaining on the chasing pack.
Blackstone’s Brazilian spin-out reflects a strategy on ice
Private real estate’s champion has figured out a way to operate in a country facing an economic malaise with few scalable deals.
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.
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