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The investor will shift its focus to equity opportunities in 2024 from real estate debt and public market investments this year.
But those deploying capital in the country would still benefit from risk mitigation, members heard at the PERE Network Tokyo Forum 2023.
UK industrial was among the sectors in which delegates at PERE Europe said values may have found a floor.
Nathalie Palladitcheff told delegates at PERE Europe this week that her biggest problem is working with people with agendas different from her own.
However, some institutions believe equity deals still are more attractive than debt investments in multiple respects.
While the emerging banking crisis split opinion, interest rates were a unanimous concern among delegates at this year’s MIPIM event.
While long-term confidence in China remains, multiple organizations are uncertain or opposed to investing in the country at this time.
Multiple organizations believe they have a limited window to generate higher returns but more time to meet geographical allocation targets.
Institutions vary in how much they prioritize their long-term strategies when considering shorter term risks and opportunities.
Some managers fear private real estate is losing sight of ESG requirements as more immediate issues move to the top of the priority list.