HeadlinesBriefing favicon HeadlinesBriefing

Sector Investment 8 Hours

×
10 articles summarized · Last updated: LATEST

Last updated: June 1, 2026, 2:35 AM ET

PERE Industry Rankings and Fundraising

The top tier of real estate private equity firms added $52bn to their collective fundraising total in the past year, while the second tier has struggled for momentum. A new firm has unseated Brookfield for second place on the PERE 100 ranking, though the fundraising scale is the only similarity between these two managers. The competitive landscape stalls for the PERE 200 even as the top tier continues to expand, according to the latest industry report.

Investment Strategies in Evolving Markets

Separate accounts are evolving beyond traditional models as investors find new ways to maintain control while granting more discretion to managers. Bain Capital's Ali Haroon and Rafael Coste Campos advocate for flex living strategies to address supply-demand imbalances and affordability issues across major gateway cities. Meanwhile, Arrow Global's Emma Burke observes lenders focusing on well-structured schemes and strong sponsor partnerships as residential markets adjust to a more disciplined lending environment.

Japan's Multifamily Growth Cycle

Japan's multifamily sector enters a new growth cycle with middle-class rental apartments delivering the most attractive risk-adjusted returns and scalability prospects, according to Alyssa Partners' Chedli Boujellabia. Despite higher borrowing costs testing real estate pricing assumptions across Japan, surging domestic capital and strong rental growth continue to keep pricing resilient. This stands in contrast to the competitive pressures weighing on US managers, particularly those in the debt fund space who are finding it increasingly difficult to deploy capital amid rising competition.

Residential Sector Transformation

The living sector faces a fragmented future that extends beyond multifamily into single-family rental, student housing, senior housing, and care homes, as outlined in PERE's 2026 Residential report. This comprehensive analysis comes as the industry seeks to understand how evolving living preferences and demographic shifts will reshape investment opportunities across residential real estate.