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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.

The $5bn decision for Asia’s class of 2014

How to invest $5 billion in just the next 12 months: this is the burning question facing a number of private real estate investment managers in Asia right now. According to data shared by real estate services firm CBRE with PERE this week, a handful of 2014-vintage, closed-end, Asia-Pacific-focused real estate funds still have in […]

PERE’s fateful eight 

In our concluding Friday Letter for the year, we make eight predictions about private real estate capital formation and deployment in 2019, including: dropping fundraising, moderating investing volumes and shifting of geographic focuses.

Behind the 10 most-read stories in 2018

 Capital raising’s elite, the biggest managers by five-year fundraising totals and the people of sector giant Blackstone topped out PERE’s big reads this year.  

Currency costs are alienating the US for Korean investors

Rising hedging costs have diminished appetite for American real estate in favor of European.

Insurance is too short term to meet climate change’s resiliency challenge

The name of the private real estate game is creating core assets, so managers of closed-end strategies must plot investments for real estate that outlast the lives of their vehicles.

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