Newsline

Institutional investors are re-entering the real estate market as denominator-effect pressures ease and portfolio allocations begin to normalize. According to Cottonwood Group CIO Mark Green, in an interview with IREI, the most meaningful capital today is gravitating toward structured and opportunistic strategies, where complexity is rewarded and underwriting is grounded in operational realities. Investors are prioritizing execution, scale, and essential-demand themes — such as housing affordability, healthcare, logistics and digital infrastructure — while favoring deeper partnerships over traditional fund commitments. In a market defined by selective liquidity and narrower bid-ask spreads, the ability to structure risk thoughtfully and deliver on business plans is becoming the true differentiator.   

Blue Vista Capital Management in collaboration with UBS’s Unified Global Alternatives – Real Estate (UGA RE) business and Extra Space Storage (EXR) has formed a strategic collaboration to invest in self-storage assets in the U.S., which will have approximately $600 million in buying power to build a diversified self-storage portfolio.

AEW has released its 2026 European Annual Outlook.

Rexford Industrial Realty has announced the implementation of its leadership succession plan, marking a significant transition for the company’s executive team.

InfraPartners and JLL have formed a new strategic agreement to fast-track how artificial data (AI) data centers are developed and operated.

In the fast-paced world of institutional real estate investing, where monthly reporting cycles demand precision and speed, a new analysis from NTrust says real-time visibility into data workflows is becoming essential.

London’s New Bond Street has been named the world’s most expensive retail destination for the first time, Cushman & Wakefield 35th edition of Main Streets Across The World  revealed. Rents have jumped 22 percent in the past year, overtaking Milan’s Via Montenapoleone (No. 1 last year) and New York’s Upper Fifth Avenue (No. 2 last year) 

Newport Equities, an affiliate of Province Group, has achieved rezoning approval for a 180-acre data center campus project in Powhatan County, Va., a suburb of Richmond.

Peachtree Group has plans to expand into the convenience and fuel retail sector, targeting up to $200 million to the Livingston, N.J.-based The Briad Group for the development and acquisition of new sites.

Octopus Capital has raised an additional £100 million (€113.44 million/$131.57 million) for its Affordable Housing Fund.

An affiliate of Lone Star Real Estate Fund VII, managed byLone Star Funds, has completed the acquisition of a multi-asset real estate portfolio from St. James’s Place (SJP) and its Property Unit Trust and Life and Pensions Trust. SJP was advised by Invesco Real Estate on the sale of the portfolio.

Turner & Townsend has released its annual global Data center construction cost index for 2025–2026. 

Mutuactivos SGIIC has signed a service agreement with Azzam Vivienda S.L.U., a company within the Azora Group to manage its new investment fund, Mutuafondo Vivienda Premium, FILPE, the first Spanish fund under the European Long-Term Investment Fund (FILPE) format with a dual purpose. 

Princeton Digital Group (PDG) has entered South Korea, its seventh country after Singapore, Japan, India, Indonesia, China and Malaysia.

Arada has agreed to the acquisition of an 80 percent stake in Thameside West, a landmark waterfront mixed-use development located at the western end of London’s Royal Docks. 

As populations across the globe continue to age at a record pace, the economic and social implications of longevity are reshaping industries — from real estate and healthcare to finance and infrastructure. Lauren Hochfelder, co-CEO of Morgan Stanley Real Estate Investing, Investment Management, in an interview with IREI, expands on the influence of the “longevity economy” and its ripple effects on markets and investment strategies. She discusses how this seismic shift is redefining consumer behavior, asset allocation and the built environment. In addition, she shares insights on how aging populations, wealth transfer, and generational preferences are transforming demand across housing, senior living, and financial markets.

Global Infrastructure Partners (GIP), a part of BlackRock, and ACS Group have plans to form a 50-50 joint venture dedicated to developing and operating next-generation data centers worldwide.

Canada Pension Plan Investment Board (CPP Investments) ended its second quarter of fiscal 2026 on Sept. 30, 2025, with net assets of C$777.5 billion ($554.4 billion), compared to C$731.7 billion ($521.7 billion) at the end of the previous quarter.

The California State Teachers’ Retirement System (CalSTRS) has formed a board-staff group on technology governance, according to meeting materials from Nov. 13.

Walker & Dunlop announced that it arranged $192 million in loan proceeds to refinance a four-property, 1,137-unit portfolio located in Miami, Denver and Dallas.