Allocation Strategy

Many commercial real estate investors endured a wretched 2023. Inflation and spiking interest rates saw rapid shifts in borrowing and build costs, valuations and asking rents. Value-add dealmaking, the lifeblood of many funds, dried up as investors halted new commitments and managers grappled with the difficulty of underwriting transactions amid the rapidly unfolding situation. The […]

The sector’s consistent income and ‘sleep-well-at-night’ risk profile make it appealing to a wide pool of capital allocators, say USRA’s David Grazioli and Justin Arasin.

Japan’s private real estate investment trusts have been more active than their listed counterparts in recent years, fueled by plentiful, cautious domestic capital.

Opportunities abound in the GP-led real estate secondaries markets, says StepStone co-founding partner Jeff Giller.

The sovereign wealth fund has made a commitment to the ninth vintage of the manager’s flagship real estate credit strategy.

Indonesia’s first and only sovereign wealth fund expects to expand its real estate allocation to 15% over the next five years.

Investors are hurting from the poor performance of real estate, but this has not diminished their appetite for fresh investments.

New global real estate co-head Nadeem Meghji believes the firm has ‘an unparalleled opportunity’ to invest capital amid a dislocated market.

The outcome, while removing an imminent threat to cross-strait stability, is expected to impact investor sentiment in the region.

Fundraising and deployment stalled in a difficult year, but stabilizing interest rates are gradually reassuring investors in the region.