Institutional Real Estate Americas
Institutional Real Estate Americas is a monthly publication for institutional investors in real estate — pension plans, foundations and endowments — and the consultants and real estate investment managers who serve them. With an emphasis on insights and analysis, the publication provides information about the people, events and trends driving this market. Features cover portfolio management, investment strategy and capital flows, with a focus on supporting the staff and investment committee members of public and corporate pension plans, foundations, and endowments. Every issue also contains lists of recent commitments and new fund offerings; people moves and promotions; and news and data about real estate fundraising and investment activity.
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Issues from 2024
October 1, 2024: Vol. 36, Number 9
- Get in the game: Why it is worth taking a swing in the current market
- Regional bank exposure: Real estate opportunities for private lenders and investors
- Thinking outside the box: The long-term influence of four megatrends is likely to increase the appeal of alternative assets
- Getting down into the niches: From niches come riches as investors turn to new property types outside traditional core sectors
- Let’s ‘shop’ for success: Brick-and-mortar finds new ways to check out, proving it is far from out of stock
- AVANA Cos., Oaktree form $250m private commercial real estate lending JV
- Logos Faith partners with Walker & Dunlop to raise $400m to develop affordable housing on church land
- Harrison Street acquires five senior living communities from Brightview Senior Living
- Power challenges not dampening record demand for U.S. data centers
- Blue Owl data center JV announces first phase of $5b development partnership
- Cortland holds $1.5b close for sixth multifamily fund, Dermody Properties raises $1b for Industrial Fund IV
- Virginia Retirement System backs Carlyle, Affinius Capital real estate funds
- North American fund managers put off by complex European regulations
- Tell me sweet little lies: Some uncomfortable truths for the real estate industry
- Are you a leading firm? What it really takes to stand out from the crowd
September 1, 2024: Vol. 36, Number 8
- M&A. What the hey?: The drivers of industry growth and consolidation
- Thinking fast and slow: Why fighting the tape is hard
- Amenities galore: Going beyond the basics for tenant satisfaction is crucial for maximizing investment returns
- No queues will be good queues: The turnstiles could reverse quickly
- Blending REITs and private real estate: A comprehensive approach to real estate investing, balancing stability, returns and diversification with public and private market strategies
- Matrix markets: Seeing the market as it is (not as we wish it to be)
- Meeting the demand: Why real estate investors should focus on senior housing and the unprecedented opportunity in the senior housing sector
- Home swift: With homeownership out of reach, multifamily rentals become key investment for the future
- KKR acquires $2.1b multifamily portfolio, pays $234m for Houston logistics park
- Walker & Dunlop, Ivanhoé Cambridge increase multifamily preferred equity partnership to $500m
- Equity Residential to acquire $1b apartment portfolio from Blackstone Real Estate
- Manulife Investment Management announces industrial outdoor storage venture with Foundry Commercial
- Illinois Teachers, Florida SBA invest in $10b Starwood fund, Goldman Sachs holds $3.4b final close
- Tenant demand for data center REITs to remain robust throughout next five years
July 1, 2024: Vol. 36, Number 7
- Might as well face it: You’re addicted to …
- Balancing growth and sustainability: The future of data centers
- Sun Belt rising: How the Southern tier markets radiate long-term stability despite looming clouds
- ’Seas the money: U.S. investors weigh risks and returns when considering overseas investments
- Office space preferences: The class A office divide looks entrenched into 2025
- Prime locations: High-quality offices show resiliency, fueling market demand
- Balancing act: Incorporating human, artificial and business intelligence in commercial real estate decision making
- The industrial evolution: Behind the growing demand for modern industrial real estate assets
- Nuveen secures CalPERS funding to preserve affordable housing and build resilient communities
- New data illustrate REITs’ inherent governance benefits, reports on sustainability and social responsibility
- Sagard Real Estate makes first investment in partnership with state public pension plan
- Goldman Sachs Alternatives raises more than $7b for real estate credit strategies
- Ecommerce expansion, Southern manufacturing boom drive leasing revival in U.S. industrial sector
June 1, 2024: Vol. 36, Number 6
- IREI’s editorial advisory boards: Curating content for our readers
- Cautious optimism: Spring Editorial Advisory Board Meeting
- What’s in store for 2024? The questions keeping editorial board members up at night
- Update on “COVID favorite” property sectors: Do “COVID favorite” property sectors have staying power?
- Learn from the past: Real estate industry veterans familiar with investment history are embracing opportunity in the current market
- Sharpening up: Owners are inserting more detailed sustainability clauses into their leases; but how effective are so-called green leases, and how can they be improved?
- New directions: Charting the course of 2024 real estate trends
- Why it pays to think small: Data analysis debunks industry perceptions that larger, more “institutional” assets offer more safety for institutional capital
- Crescent Communities, Heitman announce JV partnership under Crescent’s HARMON portfolio
- Cypress West Partners, TPG Angelo Gordon form JV focused on medical office buildings in Sun Belt markets
- GTIS Partners, Hovnanian Enterprises expands homebuilding JV portfolio to build 12,600 homes
- Invitation Homes announces JV with Quarterra, Centerbridge, other capital partners
- Greystar holds $1.9b final close for 11th U.S. multifamily value-added fund, TRSL invests $525m in real estate
- The Riverside Co. to acquire The Townsend Group
May 1, 2024: Vol. 36, Number 5
- Benchmarking your portfolios: Useful no-cost resources to help support you in your quest
- Learning to love higher interest rates: Real estate investors and property developers pine for low interest rates; they’re wrong
- Real estate’s data odyssey: How firms are integrating AI for organized and high-quality data
- An inflection point?: IREI’s annual survey of investor intentions finds real estate investors poised for more action this year
- Global golden gateway: Why U.S. investors should look to India’s commercial real estate
- Trends in DC plan investments: Considering private real estate as a foundation of DC plan multi-asset investment options
- From crisis to opportunity: Seizing opportunities in the current real estate market
- The demographic crash: Populations in many parts of the developed world are aging; the impact on economies is expected to be profound
- Värde Partners, David Weekley Homes announce land banking joint venture
- ULI, LaSalle launch climate risk decision-making framework for real estate
- Bain Capital Real Estate, 11North Partners form open-air retail centers JV
- Active REIT managers increase allocations in specialty, telecommunications, gaming
- Redwood Trust, CPP Investments announce $750m strategic capital partnership
- BREEAM U.S. director of operations shares sustainability insights for real estate sector
- Investcorp launches second U.S. industrial venture
- KSL Capital Partners holds $2b final close
- Elysha Johnston launches specialized investor relations consultancy firm
April 1, 2024: Vol. 36, Number 4
- Valuation is as valuation does: Why the industry needs a coordinated approach
- The denominator effect: An excuse for all seasons
- Charting the course of ESG: Shifting from commitments to concrete actions, exploring perspectives, progress, and future priorities in the realm of ESG
- The rent regulation riddle: The jury is still out on the overall effect of residential rent controls on development, investment and, ultimately, tenant affordability
- Navigating across cycles: Balancing risks and opportunities in evolving property markets
- Private real estate set up for opportunities: REITs bottomed in late 2023 — signaling the private real estate bottom in 2024–2025
- Necessity retail: The battle-tested retail niche
- North American data center demand soars amid generative AI surge
- February office visits are up 18.6% year-over-year
- Castlelake forms JV with Swedish real estate group SBB
- CalPERS praises SEC’s climate disclosure rule, more needs to be done
- 1Sharpe, BGO form BTR, single-family U.S. home partnership
March 1, 2024: Vol. 36, Number 3
- Her journey: Women of the industry share their early career beginnings with the next generation
- Portfolio rebalancing maze: Balancing the denominator effect in real estate investments with today’s market volatility and strategic challenges
- Alignment of interest, redux: Tax-exempt investors and taxable investment managers
- A sheep in wolf’s clothing: Wandering thoughts on the LP to GP transition
- Fund performance of defined benefit pension plans: Understanding the dynamics of DB plan returns
- Predictions for real estate Investment in the year ahead
- The rearview mirror: How to mitigate risk when predictive models are unclear and traditional benchmarks are suspect
- Meeting in the middle: Modeling the bid-offer spread can help investors gain more clarity on the market
- The AI future How artificial intelligence is poised to reshape the commercial real estate industry
- Institutional property values decline for sixth straight quarter
- Real estate fundraising slows in H2 2023
- Ethan Penner and Chad Carpenter join forces to launch Reven Office REIT
- Institutional investors in North America raise long-term allocation targets to private assets
- Almanac Realty Investors provides another $300m capital investment to CIP Real Estate
- IREI.Q’s recent commitments — Americas
- IREI.Q’s recent fundraising activity — Americas
- Trammell Crow Co. completes first sales in Europe
- Ares, RXR JV believes NYC office market isn’t dead, plans to invest $500m in the sector
February 1, 2024: Vol. 36, Number 2
- The trouble with performance numbers: Making comparisons is nearly impossible
- 2024 outlook: Planes, surfing and some personal rantings
- The money talks: The most important issues discussed at the 2023 Institutional Real Estate regional editorial advisory board meetings
- To sell or not to sell?: That is the question; and the answer may lie in whether you can afford to hold
- Not created equal: Study of New York City and London real estate finds strong evidence for a ‘green premium’
- 2024 public REIT outlook: REITs are nearing an inflection point
- The challenges and opportunities in senior housing: Months of occupancy growth at senior living facilities is proving there is life after the COVID-19 crisis
- Mexico nearshoring: A great real estate opportunity could be taking shape
- Churchill Real Estate receives strategic investment from Mitsubishi UFJ Trust and Banking Corp.
- BREDS, BREIT, CPP Investments and Rialto Capital acquire 20% stake in CRE loan portfolio of former Signature Bank
- Investor consortium led by Oaktree, Centerbridge Partners to buy airport hospitality group
- U.S. industrial vacancy surpasses 5% on robust speculative deliveries
- Report quantifies the critical relationship between labor and U.S. manufacturing growth
- Renters catch a break as costs drop for third consecutive month in December
- Retail stores helping power ‘digitally native brands’
- IREI.Q’s recent commitments — Americas
- IREI.Q’s recent fundraising activity — Americas
January 1, 2024: Vol. 36, Number 1
- Credit or real estate?: Deciphering the investment identity of sale-leaseback strategies
- Branching out: The appeal of timberland for diversification
- Shifting demographics: Apartments represent a key subsector of the broader rental market and offer interesting tactical and strategic opportunities
- Under pressure: The commercial real estate debt market faces increasing challenges from rising interest rates and maturing loans
- Shaken to the core: Blue-chip office no longer offers a safe, long-term return; what are the new core alternatives?
- On pace: An alternative financing solution in a tight lending environment
- Managing people: Why it’s different