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Politics schmolitics, reinvention is more important to private real estate

Not for the first time, a major political event was overshadowed at one of PERE’s regional summits by discussions around driving efficiencies through market cycles.

EXPO Real: Private real estate plows on with no downturn in sight

With a consensus opinion of further growth, this year’s EXPO Real conference in Munich shone a spotlight on a market benefiting from higher levels of investment, new entrants and more innovation. Here are PERE's top 10 takeaways

CBRE GIP was not the most important of GPIF’s two real estate hires 

The $1.4trn pension fund’s appointment of Asset Management One as gatekeeper underscores the crucial role intermediaries will play matching Japanese capital with Western managers.

Lehman was painful for some but made champions out of others

PERE talks to the winners and losers ten years on from property’s ‘day of reckoning’

Local commotion does not make NPS’s firepower any less mighty

While the world’s third largest pension fund grinds on spreading it global investment footprint, asset managers are considering the repercussions of its turnover issues.

The View: ‘Troubling questions from the end of QE’

In a two-minute video PERE senior editor Jonathan Brasse underscores the importance of the removal of fiscal stimulus for private real estate capital markets, as explored by senior reporter Meghan Morris in ‘The end of easy money’ this month.

Investor loyalty to European retail real estate is about to be tested

A sector-wide dump of property is scheduled between now and 2020. The period will be a litmus test for the asset class.

One US pension’s unusual plan to lower fees

PSERS may face difficulties persuading would-be partners to take part in an uncommon strategy aimed at helping it reduce its costs.

Why the fall of Abraaj matters to real estate investors  

The troubles at the Middle East’s biggest private equity firm are relevant to investors in any private asset class, including ours.

There’s no need to beware of a logistics bubble… yet

Soaring values and investment volumes should give investors pause for thought, but European logistics fundamentals remain solid for now.

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