Sector Investment 8 Hours

Last updated: May 31, 2026, 11:36 PM ET

PERE Fundraising Landscape

The PERE 100 ranking revealed a new second-place firm that has unseated Brookfield, with the top tier of capital raisers adding $52bn to their collective fundraising total in the past year while the second tier struggles for momentum. The competitive pressures weighing on US managers have intensified, making it increasingly difficult for debt fund managers to deploy capital across the market, as detailed in the latest PERE 100 report featuring updated rankings.

Japan Real Estate Evolution

Japan's multifamily market enters a new growth cycle with middle-class rental apartments continuing to deliver the most attractive risk-adjusted returns and scalability prospects, according to Alyssa Partners. Despite higher borrowing costs changing underwriting assumptions across Japan, surging domestic capital and strong rental growth maintain pricing resilience across assets, challenging traditional valuation models in the region.

Investment Strategy Shifts

Investors are finding new ways to maintain control over investments while granting more discretion to managers, reflecting a broader trend of selective partnership structures in private real estate. Bain Capital highlights flex living as a mainstream strategy addressing supply-demand imbalances and affordability issues across major gateway cities, while Arrow Global emphasizes selectivity in development finance, focusing on well-structured schemes and strong sponsor partnerships as residential markets adjust to a more disciplined lending environment.