Blueprint: Ex-Blackstone real estate boss Chad Pike returns; Aermont sees cultural fit with acquirer Keppel; rising insurance costs

Ex-Blackstone real estate boss Chad Pike has returned to the market via the launch of a manager focused on the current capital dislocation in the sector; European opportunity fund manager Aermont's tie-up with Singaporean conglomerate Keppel Corporation is steeped in operational real estate common ground; rising insurance costs are having an increasingly heavy impact on US real estate net income and more besides in today's briefing, exclusively for our valued subscribers.