Allocation Strategy

Japan’s Government Pension Investment Fund has appointed a senior private equity executive and partner at Coller Capital to lead its investments, following a strategy overhaul earlier this month.

The Employees Provident Fund of Malaysia to invest in hospitals, hypermarkets and logistics in regional cities in addition to the prime gateway markets.

 Asian capital represents only 5 percent of the total real estate transactions in the US, UK and Europe.   

In its latest policy review, Japan’s largest pension plan has allocated 5 percent to alternatives without creating a new category for the asset class. 

But the Stockholm-based financial advisory firm said that only half of that ‘dramatic’ and ‘impressive’ total actually will be invested.

Attendees of PERE’s inaugural US Investors Council expressed concern over the late stage of the current real estate recovery and how to cope with all the capital pouring into the sector. 

At the PREA conference yesterday, the University of Texas CIO emphasized partners and situations over location and strategy when investing in real estate.

The Employees Provident Fund (EPF) of Malaysia, plans to expand real estate investing in Continental Europe, the US, Japan and China and is planning to open an office in London.

Global insurance firms are shifting away from fixed-income investments and into private assets, with real estate currently the most popular option.

 Panelists at PERE’s Tokyo Forum held last week spoke about how foreign institutional investors are looking beyond Tokyo towards other Japanese cities for investments.