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Sector Investment 8 Hours Briefing

2 articles summarized · Last updated: April 9, 2026 at 5:30 PM ET v845

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Last updated: April 9, 2026, 5:30 PM ET

Real Estate Investment & Strategy

Dutch pension fund ABP is sharply increasing development by committing €1.25 billion to new home construction, positioning itself as an outlier against a backdrop of broader retrenchment from development projects. This strategic contrarianism contrasts with the sector’s general caution, while in the U.S., BGO is integrating Bell Partners to internalize operating expertise, moving away from prior reliance on joint ventures for managing residential performance, according to co-president Amy Price.