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Starwood Capital president Jonathan Pollack warned that US policy shifts on immigration and tourism are hurting the world's largest property market. He separately noted that insurance capital and cloud data center investments will be key growth drivers for the firm. The Jacksonville Police and Fire Pension Fund expects to hit its target allocation to non-core real estate by 2027, signaling sustained institutional demand. Bouwinvest is expanding beyond its Dutch home market by opening to third-party capital, with Asia a major focus including plans for Korea's multifamily sector. AlbaCore launched its first high-yield infrastructure debt fund targeting €1 billion, followed quickly by an investment-grade vehicle. Private real estate executives are responding to Iran conflict uncertainty by pursuing more granular diversification in risk management strategies.