Allocation strategy

Real estate private credit has worldwide scope today, says Tim Johnson. But Blackstone’s global head of real estate debt tells PERE Credit that does not make it straightforward.

The portfolio includes more than 1,890 licensed beds in 14 facilities. 

The PERE Podcast unpacks how Sixth Street is refining its real estate platform amid a wave of macro geopolitical volatility, AI adoption, data demand and broader private credit turbulence.

Global real estate head Chad Tredway and head of research Thomas Kennedy outline how a deeper shift into alternative sectors and more precise deployments will unfold in the next cycle.

The Middle Eastern sovereign wealth fund has formed a separately managed account with the Hong Kong-based firm.

The report, released this week, serves as both a primer and prompt on how the asset class would sit within an insurance company portfolio.

The real estate credit fund beat its $700m target and is more than 30% invested.

The Abu Dhabi sovereign investor and MassMutual will be channeling capital through the Charlotte-based manager for US, Europe and Asia-Pacific credit opportunities.

Eschewing long-held fee-reduction focus and limited private market allocation, state pension’s new direction includes interest in GP relationships in CRE mortgage space

This episode of The PERE Podcast discusses ICG’s retrenchment from Asia, following a line of Western managers doing the same. We also speak to Goodwin Gaw, chairman of Gaw Capital, about his views on the current trend and the firm’s renewed focus on the region.