Newsline

Partners Group has launched a new residential investment strategy in France, targeting a portfolio of approximately 2,000 rental apartments with a gross asset value of €300 million ($346 million), according to multiple sources.

Fiera Real Estate UK Ltd., the European real estate arm of Fiera Capital Corp., and Packaged Living Ltd., a U.K. rental living platform, have reached £200 million ($270 million) of investment capacity for their new open-end single-family housing vehicle, FRESH, after a £70 million ($94 million) investment from Homes England’s National Housing Bank.

In the search for real estate’s new frontiers, could the country of Georgia be a candidate for future institutional cross-border capital? Georgia’s residential real estate market is ripe for investment, but the country’s surrounding geopolitical woes and restricted domestic banking sector are holding back much-needed supply.

A joint venture worth more than £230 million ($309 million) between Central European developer and investor Penta Real Estate and aparthotel operator Staycity Group has been established to fund the delivery of a new 350-room aparthotel in London’s Farringdon district.

Wafra, a New York–based global alternative investment manager, and Hunt Cos., a privately held real estate and investment company, have announced the launch of Strata Land Partners, a land finance platform focused on providing flexible capital solutions to public and private homebuilders and developers across the United States.

Jonathan Rose Cos., a mission-driven real estate investment and development firm, has announced its plans to extend its affordable housing investment and impact expertise into the United Kingdom.

Northampton Capital Partners; ABR Capital Partners, an independent investment manager specializing in middle-market investments; and Biynah Industrial Partners (BIP) have announced a $200 million joint venture forming Transportation Related Infrastructure Platform (TRIP).

Defined contribution (DC) plans, the 401(k)s and similar accounts, now hold considerably more assets than the traditional defined benefit pensions they have gradually replaced. For most of their history, though, they have had little interest including private real estate in the investment programs they’ve been crafting for their participants.

Real estate investment veterans Vincent DiSalvo and Michael Gallagher have launched Contrada, a U.S. housing investment manager focused on special situations, with a strategic anchor investment from a multigenerational New York development firm.

Asia-focused private equity firm PAG has agreed to acquire a 51.016 percent stake in Evergrande Property Services Group, the property management arm of China Evergrande Group, for HK$4.03 billion ($514 million), according to Reuters.

Brookfield has entered into an agreement with South Korean technology company Naver to finance up to $9 billion in AI infrastructure, supporting the development of a 1-gigawatt AI factory in part-nership with NVIDIA.

The Maryland State Retirement and Pension System (MSRS) has committed $175 million to real estate funds, including funds managed by Abacus Capital Group and TA Realty.

The Pennsylvania Public School Employees’ Retirement System (PSERS) has committed $125 million to Sterling United Properties I CF, a closed-end, core-plus strategy of Sterling Organization.

As institutional capital moves deeper into smaller, more specialized and operationally intensive property sectors, the definition of what qualifies as “institutional” is changing. Asset size alone is becoming less important than the ability to execute a repeatable strategy, build scale across a portfolio and support investments with strong operating capabilities, governance and reporting.

Primary Health Properties (PHP) and Universities Superannuation Scheme (USS) have increased the target size of their existing joint venture to £400 million ($533 million) from £250 million ($333 million).

Supply-constrained West Coast markets are drawing renewed attention from multifamily investors as limited new construction, improving demand fundamentals and opportunities for operational growth create potential entry points for value-added strategies. Institutional investor appetite remains selective, however, with capital-allocation decisions and local-market conditions shaping investment activity. In an interview with IREI, Marshall Boyd, co-president and CIO at Interstate Equities Corp. (IEC), discusses why coastal California and the Puget Sound region present opportunities for value-added multifamily investment, what early portfolio performance reveals about the importance of local operating expertise and how institutional investor sentiment is evolving. He also shares where investment firms may find opportunities over the next 12 to 24 months, including student housing and assets whose values have been disproportionately affected by the market downturn.

Tishman Speyer and Bouwinvest Real Estate Investors have announced the formation of a separately managed account (SMA) devoted to sourcing and acquiring top-tier office assets in the United States.

Epta Development Corp. and Maynards Group of Cos. have formed M&E Realty Partners, a real estate investment platform targeting value-added properties across the United States, Canada and the United Kingdom.

The Sacramento County Employees Retirement System (SCERS) has committed $50 million to Wolff Credit Partners IV, a closed-end, value-added strategy of The Wolff Co.

Blackstone’s opportunistic real estate funds declined 3.2 percent during third quarter 2026, while its core-plus real estate funds gained 1.6 percent, highlighting diverging performance across the firm’s property investment strategies, according to the company’s quarterly earnings results.