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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.

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.

Why SWFs are now finding real estate (un)appealing

Rising valuations and geopolitical risks are hurting the case for sovereign wealth funds to invest more money in real estate.

Slow, steady is GPIF’s mantra

Government Pension Investment Fund’s disclosure of its alternative investment portfolio is yet another sign that the Japanese pension giant will be taking a measured approach to portfolio diversification.

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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