Newsline

Rising demand for AI and high-performance computing is reshaping cloud competition, data-center design, and capital allocation, increasing the importance of purpose-built infrastructure, execution speed, and aligned partnerships. In a discussion with IREI, Jared Sheiker, chief of staff for the real assets platform at Blue Owl Capital, and Julia Robin, vice president of networking and data center capacity management at Oracle, addressed how considerations such as power availability, water use, workforce development, and sustainability are influencing development decisions, alongside a shift toward disciplined, demand-driven growth.

Affinius Capital has held a first close for its first formal commingled hyperscale data center–focused fund, raising $630 million.

Arselle Investments (Arselle) and Amoroso Cos. (Amoroso) have announced formation of a multifamily platform to acquire up to $500 million of multifamily properties located across major Western U.S. markets during the next two to three years.

Newmark Group has represented GO Residential Real Estate Investment Trust (GO REIT) in the sale of a significant stake in 265 E. 66th St., a luxury high-rise multifamily property located in Manhattan’s Upper East Side.

Singapore-based real estate investment manager SC Capital Partners Group has secured a new capital commitment from Canada Pension Plan Investment Board (CPP Investments) for its Japan hospitality strategy.

Partners Group has launched a special opportunities strategy, establishing a dedicated team and adding the program alongside its existing private equity, infrastructure, private credit, real estate, and royalties platforms.

Zenzic Capital and Jensco Group have formed a joint venture to invest in purpose-built single-family (SFH) homes across the United Kingdom and have forward funded an initial 125 homes from leading housebuilder Vistry.

Swiss Life Asset Managers has acquired a modern, well-located warehouse unit in Avonmouth. This deal marks Swiss Life Asset Managers’ first U.K. acquisition on behalf of its pan-European industrial and logistics fund.

AEW has named Anthony Butler to the newly created role of head of industrial and logistics Europe, effective March 2026.

DWS has appointed Lucy Williams as head of client coverage for Europe, Middle East and Africa (EMEA) real estate, strengthening the firm’s global real estate platform and further advancing its client engagement and capital raising strategy across the region.

Crow Holdings has announced a 245-megawatt turnkey data center campus on a highly connected, strategically located urban infill site in central Dallas.

Logicap Management Pte. Ltd., a specialist in logistics and industrial infrastructure and portfolio company of Rava Partners, the real assets platform of Hillhouse Investment has announced a strategic investment from Hulic Asia Pte. Ltd., a subsidiary of Hulic Co., Ltd., one of Japan’s most successful listed real estate groups.

Noble Investment Group has acquired a 14-property Woodspring Suites portfolio.

Bloom Energy has released its Data Center Power Report, which found that more data center leaders are reducing their reliance on utility grids by investing in onsite power for rapidly scaling data centers.

European private real estate credit is capturing heightened interest from U.S. institutional investors at a pivotal moment in the credit cycle. In an exclusive interview with IREI,  Tom Lloyd-Jones, CIO and co-founder of Zenzic Capital, a London-based real estate credit manager specializing in Europe’s underserved lower and middle market, discusses how Europe offers both strong relative value and meaningful diversification from domestic markets. Structural inefficiencies, including fragmented capital markets, bank-dominated lending, and regulatory constraints, create opportunities for lenders to secure attractive spreads and robust protections, while macro and real estate fundamentals differ enough from the United States to offer uncorrelated outcomes.

Principal Asset Management has appointed Ian Curry as co-head of U.S. data centers, partnering with Casey Miller to co-lead this strategic growth area within the firm’s private equity real estate platform.

Morgan Stanley Investment Management, through funds managed by Morgan Stanley Real Estate Investing (MSREI), has acquired a premier advanced manufacturing property in Fremont, Calif., for $110 million, which is subject to a long-term net lease with Western Digital, a global leader in the data storage and infrastructure solutions sector.

The Teacher Retirement System of Texas (TRS) has committed $350 million to a separate account, Cerberus Proper Partners, according to investment correspondence.

Global institutions are set to invest $144 billion into commercial real estate in 2026, according to Knight Frank’s Active Capital survey.

Stoneweg has acquired a 39,000 square-meter (419,793-square-foot) logistics facilities, near Copenhagen.