Newsline

The first baby boomers turn 80 in 2026, the age our industry has long used to mark the front edge of senior housing demand. For most of the past decade that was a forecast, and investors could reasonably discount it. Not anymore. NIC MAP’s third-quarter data for the 31 primary markets shows a sector already pressing against the limits of its existing supply, with two decades of growth in the 80-plus population still ahead of it.

Spanish homebuilder Neinor Homes has agreed to sell a €110 million ($124 million) land portfolio to a new joint venture with Orion Capital Managers as part of its accelerated asset rotation program.

Year-over-year foot traffic grew 5.6 percent at open-air shopping centers in September, followed by 5.5 percent at indoor malls and 4.1 percent at outlet malls, according to the September 2026 Placer.ai Mall Index.

Bain Capital, BGO, Blackstone and Warburg Pincus are preparing final bids for Sankei Building, the property arm of Japanese broadcaster Fuji Media Holdings, according to Reuters.

As the real estate industry continues to evolve, it is important for investors to continuously reevaluate real estate allocations to ensure alignment with the role that real estate is intended to serve within an institutional portfolio, according to ORG Portfolio Management in its recent white paper.

Manhattan office leasing activity in third quarter 2026 reached 6.9 million square feet, bringing year-to-date volume to 25.7 million square feet, ahead of the 25.1 million square feet recorded through the same period in 2025, according to JLL in its October report.

An affiliate of Davis Management Co. has acquired 51 Rio Robles, an approximately 65,000-square-foot research and development (R&D) and advanced manufacturing building located in North San Jose.

Sunrise Senior Living has announced that funds affiliated with BDT & MSD Partners (BDT & MSD), a merchant bank and investment partner to leading businesses and management teams, have entered into a definitive agreement to acquire Sunrise from the Public Sector Pension Investment Board (PSP Investments), in a new partnership with Sunrise’s senior leadership team, led by CEO Jack Callison Jr.

Artificial intelligence (AI), capital markets and rising construction costs are expected to be among the most significant issues affecting real estate in 2027, according to The Counselors of Real Estate’s annual “Top Ten Issues Affecting Real Estate” report.

Since 2023, on the heels of the first interest rate increases in 15 years, real estate has struggled to get its footing. Sure, there have been success stories: funds have been raised and transactions have still occurred, albeit both have been a tough slog. Average fundraising times are longer, and the bid-ask spread between buyers and sellers remains wide. Our spring and fall meetings of the Editorial Advisory Board for Institutional Real Estate Americas are annual occurrences, giving us a good pulse on general themes and sentiment year over year.

Sabey Corp. and National Real Estate Advisors have announced that Ares Secondaries funds have expanded their investment in Sabey Data Center Properties (SDCP), an owner, developer and operator of data centers across the United States. The additional commitment builds on Ares’ minority equity investment in SDCP announced in July 2026, bringing the total investment to more than $500 million.

Baby Boomers and members of the Silent Generation are expected to release 13.9 million homes over the next decade, increasing housing supply but providing relatively little relief for first-time buyers, according to new research from Realtor.com.

Gaw Capital plans to list a new real estate private debt fund on the Hong Kong Stock Exchange, according to Reuters, citing a draft listing document.

DWS has agreed to acquire 100 percent of Peakside Capital Advisors AG, expanding its European real estate investment capabilities.

Mnzil, The Development Group and Capital Partners have launched a real estate fund.

Slate Asset Management and One Investment Management have agreed to acquire eight grocery-anchored retail parks in Norway.

Walker & Dunlop has arranged $630.6 million in fixed-rate Fannie Mae loans to refinance nine multifamily properties owned by IMT Capital across six states.

Hines has announced a series of leadership changes, including the appointment of Adam Hines as co-CEO alongside Laura Hines-Pierce, effective Jan. 1, 2027.

Azora has reached the final close of Azora Southern Europe Opportunities III with €1.6 billion ($1.79 billion) in commitments.

Tishman Speyer has completed a second close of its Korea Living Venture, securing $75 million from a German pension fund and bringing total equity commitments to $395 million.