All Episodes

‘A lot of unnecessary risk’: Lagging performance has managers’ losses under scrutiny

Sixth Street’s Alvarado: Future winners ‘need to be more than capital’

David Hodes: ‘Why Chatham? They leaned in heavily on technology’

The cost of capital is climbing – and dealflow is feeling the strain

Arrow Global’s playbook for value-add returns in European hospitality

Latest fundraising data: volumes fall but less time is spent on the road

Realty Income’s Sumit Roy: Why private fundraising will now fuel listed property specialists

Piecemeal over portfolios: Selective industrial buys and exits show a sharpshooting template ahead

'A golden period': Seizing the moment in European real estate credit

Rates or Hormuz: Real estate managers are reshaping outlook on heels of central bank guidance

Inside MIPIM: Real estate focal points overshadowed by Iran crisis

Beyond rivalry: How banks and alt lenders are swapping competition for cooperation

PIMCO Prime's Trausch on seizing real estate credit opportunities in 2026

Starwood’s Pollack: Insurance capital and cloud investments to shape firm's RE growth

How back leverage is revolutionizing European real estate debt markets

No more 'easy trades': REIT take-privates could slow in reshaped market

Viva loans Vegas: Blackstone's $3bn re-up for The Cosmopolitan signals high-tier CMBS conviction

Surviving an AI bubble: Goodwin Gaw's private real estate resilience plan

Why European real estate credit looks safer than equity in the new cycle

Great outdoors: Brookfield treks back into IOS with $1.2bn deal

What a pullback on Saudi mega-projects means for GCC real estate

'A real coup': GIC mega-deal puts net-lease strategies back in the spotlight

‘A more discerning market’: What’s driving real estate’s fundraising upswing

‘The market will not change overnight’: Recovery drags in 2026 as geopolitical strife persists

Real estate equity in 2025: Deals, deployment and the road ahead

Real estate credit in 2025: The stories and trends that moved the market

‘An abundance of capital’: Competition heats up in Europe’s lending markets

Regional retrenchment: ‘Financial engineering trumping local knowledge is over’

'Rise of the stakers': Why Japanese firms are buying up US and European managers

The next frontier for real assets: Why multi-product managers have a head start to 2030

'It’s a really solid asset class': Private capital warms to affordable housing

PERE America 2025: 'Everyone will have an opportunity to outperform'

The '$1 trillion club': Evolving capital markets create a higher tier of managers

Understanding synthetic risk transfers: The financial tool reshaping real estate lending

Is real estate’s allocation slide a brief dip or a sign of a larger rebalancing?

Real estate credit finds its footing as markets recalibrate

'Fox in the henhouse': Blackstone’s UK REIT push takes a surprising turn

Defense spending and real estate: Insights from Expo Real

Growth reversed: Declines hit real estate’s top allocators

Europe’s real estate reset: Capital flows and credit bring cautious optimism

QuadReal joins the race for Europe debt exposure with a £2.5bn push

Will lower interest rates jumpstart the private real estate market?

‘I didn’t do this to exit. I did this to grow’: Breslauer on Patron’s sale to MEGP

Morgan Stanley goes local with a $900m bet on Japan

Prime office markets are heating up. Has the comeback arrived?

Opportunities amid the dislocation: Investing in Germany’s property market

'It's an alpha trade': Private equity comes for logistics REITs

Inside a landmark £4.7bn UK property fund merger

'Those just starting are behind': Private real estate eyes a 401(k) windfall

Female founder Angel Li: ’At that moment I felt unstoppable’

Surviving in '25: Real estate finds opportunities in a trade war

Hines’ Steinbach: ‘I see private wealth being 50% of our business’

Investor allocations: 'No longer' on an upwards trajectory

Starwood, Brookfield and real estate’s net-lease boom

MF1’s latest CLO and vision for multifamily bridge lending

'Ongoing stagnation': Real estate fundraising stays muted in H1

Madison Realty Capital’s skyline-changing deals

An inside look at PERE’s 100 Most Influential list

PIMCO’s Trausch: 'Uncertainty is now structural' in real estate

Will European defense spending provide a boost for real estate?

Market weighs optimism against frustration at PERE Europe

Unlocking potential in Dutch residential: Global capital is key

Brookfield’s Bruce Flatt at PERE Europe Forum: Full interview

Inside the PERE 100 with BGO and APG

How Harrison Street raised $1bn for niche real estate in just four weeks

As the US real estate debt market resets, private credit steps in

LaSalle’s Klinksiek: ‘We are not going back to the simplicity of the sheds and beds mantra’

'A jumbo jet in turbulent skies': How Brookfield raised $16bn and counting

Norges Bank's next real estate chief and what he means for its $70bn property portfolio

StepStone's record fundraise and a 'perfect storm' for secondaries

Tariff policies disrupt the CMBS market. Does it bode ill for real estate borrowers?

Real estate stages a fundraising comeback. Will it last?

‘To pause or not’: Tariffs force the private real estate sector to decide

Why Ares, Goldman and Blackstone are charging back into retail real estate

C-PACE hits a $10bn milestone as real estate navigates ESG backlash

‘The pensions want in’: What Jadian’s $2bn fundraise suggests about niche strategies

MIPIM 2025: Geopolitical volatility could benefit European real estate

'This is the moment to act': KKR, Blackstone and the race to snap up UK REITs

Back leverage is changing the game for alternative debt funds

'Scale matters': Apollo's Bridge deal shakes up the debt and equity markets

Barings' Artemis deal 'isn't about equity or debt – it's about doing the lot'

Blackstone's return to office brings pariah sector back into favor

PERE’s Next Contenders: Managers set to make big marks in the new cycle

KKR’s new real asset business forms just as the data center world is rocked

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