Opinion

Credit’s first triumph over opportunistic in PERE’s Q1 2022 fundraising data points to enduring changes in the market’s perception of the strategy.

Goldman Sachs has echoed Morgan Stanley by returning to private equity real estate funds with a rebranded series carrying a considerably more conservative strategy.

Attendees at the Cannes event tried to make sense of how geopolitical and macroeconomic factors will impact their industry.

Inflation hedging depends on the ability to grow rents and, in turn income, says Brad Gries, co-head and co-CIO, Americas at LaSalle Investment Management.

It is hard to pinpoint the volume of sustainability-linked lending right now, and it will take time before it is the default in real estate lending, yet some progress has been made.

Gifford West of non-performing loan advisory firm Alpine Tremont says the pandemic’s impact on consumer behaviour means a wave of real estate loan defaults is inevitable.

Private and listed equity, private and listed debt, green bonds – all investment instruments have a critical role in achieving a positive sustainable impact, says Old Mutual Alternative Investments’ head of ESG, Dean Alborough.

Nancy Lashine and John Sweeney, managing partners at capital advisory firm Park Madison Partners, discuss why inflation will be a friend to bricks and mortar, and other reasons for increased institutional allocations next year.

Robert Pike of loan servicer Trimont says there is a growing need for debt providers to gather and use data to navigate the market’s challenges.

Several big-name investment managers have launched strategies through which they will write loans against European real estate.