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JPMorgan’s ODCE heavyweight will reach $60bn – eventually

It is a particularly difficult time for international capital to access US real estate right now. Beyond a protectionist government, rising interest rates and an increasingly unfavorable currency, the US market is cyclically topping out. JLL reported US investment totaled $341.2 billion in the first three quarters of the year, 14.2 percent higher than the […]

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.

Niche property lending requires different pros-cons considerations

Lending to a singular alternative real estate sector means a firm must be ready to underwrite a property type’s unique risk and demonstrate specialist expertise.

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.

What investors think about strategy drift

Managers expanding into new investment opportunities is nothing new, but capital providers are not always inclined to give firms an automatic pass when it happens.

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