PERE

Aussie superfunds are warming up to real estate again. CSC, ART, and Colonial First State say the market has hit its cyclical bottom and relative value is back. Full story: okt.to/Ef1aH0 #PrivateRealEstate

Real estate secondaries hit $25.1B in 2025. Partial stakes, LP exits, and industrial deals are reshaping how the market works. CBREInvestments breaks it down on PERE. okt.to/9bWp2D #RealEstateSecondaries

Net lease underwriting is getting more granular. Investors are looking beyond credit ratings to tenant resilience, asset quality, and real estate fundamentals. Read more: okt.to/jZXB4t #PERE

King Street names Sujan Patel as senior adviser to its European real estate business as the firm pivots toward private credit strategies. Full story on PERE: okt.to/ACdshM #PrivateRealEstate

Heitman launches its first North American single-sector fund, targeting $2bn in equity for a core-plus US self-storage strategy. Read more: okt.to/zLpnSl #PrivateRealEstate

Ohio SERS slashes its real estate target from 13% to 7%, boosting infrastructure to 10%. CIO cites leverage headwinds and benchmark misses as key drivers. Full story: okt.to/npj5Tw #PrivateRealEstate

Net lease is no longer a passive income play. Investors are focusing on tenant credit, asset resilience, and Europe’s relative momentum as the market recalibrates. Read more: okt.to/tkARmS #PERE

BNP Paribas AM Alts raises ~€3bn for European real estate debt, targeting value-add deals with high single-digit IRRs. Debt strategies are pulling ahead in a tough fundraising market. Full story: okt.to/4vUE1K #RealEstateDebt

Digital Realty is launching a private fundraising push, starting with a $3bn open-end fund targeting data center assets across the US. PERE has the exclusive. okt.to/Iz8SEM #PrivateRealEstate

Ares raised $5bn of equity and debt commitments for real estate in Q1 2026, as CFO Jarrod Phillips said the firm is “on track for another record year of fundraising.” Read more: okt.to/ZKUavz #PrivateRealEstate

Net lease is shifting from passive income to active underwriting. Investors are prioritizing tenant resilience, asset fundamentals, and Europe’s relative momentum. Read more: okt.to/ji6qBy #PERE

Azora has hired former Partners Group real estate executive Anne-Jan Jager to lead international expansion, with a focus on growing its US platform and entering new European markets. Read the full PERE story: okt.to/mYtQ89 #PrivateRealEstate

Why did Hodes Weill sell to Chatham? David Hodes breaks down the role of tech, consolidation, and capital markets in PERE’s latest podcast. Listen here: okt.to/uCUJgN #PrivateRealEstate

Oxford Properties hires Sara Queen as head of US, putting a new leader over a $19bn platform that drives ~40% of its global portfolio. The move signals sharper US focus after a year-long gap. Read more: okt.to/8Epxvz #RealEstate

EQT closes the largest real estate fund globally this year at €3.1bn, signaling strong LP conviction in European logistics despite a tougher fundraising market. Repricing and supply-demand dynamics are driving momentum. Read more: okt.to/VIGnmi

Capex is now central to real estate refinancing. With trillions in debt maturing, sponsors are using targeted investment to protect income, support valuations and secure lender backing. Read more: okt.to/7GVwnq #RealEstate

JEN Partners closes $900m Fund IX at hard-cap, oversubscribed and backed ~90% by repeat LPs. Faster closes and stronger hit rates are emerging despite slower fundraising markets. Read more: okt.to/SW5M49 #RealEstate

Real estate is gaining ground as a buffer against AI disruption and credit volatility. Blackstone points to stronger returns in real estate credit vs corporate, while doubling down on data centres and infrastructure. Read more: okt.to/s0dSyx

Prologis is moving early on deployment, raising $2.6bn in Q1 to match rising logistics and data center demand. With development set to hit $5.5bn in 2026, capital is aligning ahead of the cycle. Read more: okt.to/J8mYNM

Energy strategy is now a core driver of real estate returns. From higher rents to lower costs and better risk pricing, sustainability is moving from compliance to value creation. Read more:okt.to/jMJqfP #ESG