Perspectives: The total portfolio approach — what its rise means for real assets

by Geoffrey Dohrmann

For decades, institutional portfolios were built around a familiar architecture: equities, fixed income and alternatives, each in its own silo. This traditional strategic asset allocation (SAA) model served investors well in an era of stable correlations and predictable macroeconomic patterns. But the world has changed. Asset class boundaries have blurred, markets have become more complex, and investors increasingly need to respond to opportunities and risks in real time.

Everyday essential retail: Hyper-local demand and supply constraints define these centers — where density creates scarcity, scarcity creates opportunity and execution creates alpha

by Josh Kagan

Everyday essential retail centers are retail properties primarily consisting of grocers, quick-service restaurants (QSRs), medical users (med-tail), personal services, and off-price or discount merchants. Everyday essential retail centers include grocery-anchored or unanchored properties whose physical presence is embedded in the fabric of everyday life.

DivCore Capital, ICONIQ launch Sentral Strategic Partners as new residential platform

by Released

DivCore Capital has launched a new residential investment platform, Sentral Strategic Partners, alongside ICONIQ and Sentral that is designed to invest in class A multifamily acquisitions and development across major U.S. markets. The platform expects to pursue approximately $2.5 billion of multifamily investment opportunities over time, with sponsor co-investment alongside the platform on a deal-by-deal basis.

Mesa West Capital raises more than $1b for Mesa West Real Estate Income Fund VI

by Andrea Zander

Mesa West Capital has raised more than $1.093 billion for its Mesa West Real Estate Income Fund VI, according to an SEC filing April 1. The firm launched the fund in September 2025. The firm did not comment on its fundraising efforts.