Pummeled Blackstone Real Estate Unit Seems Poised for a Revival
As redemptions dwindle, BREIT makes acquisitions and banks on falling rates.
As redemptions dwindle, BREIT makes acquisitions and banks on falling rates.
Morgan Stanley’s Bluhm notes that lodging deal activity is picking up amid lowering rates.
The $1.44 trillion Government Pension Fund Global has been investing in office real estate in the area since 2013.
Warehouses have been red-hot for a long time but show no signs of meaningfully slowing down.
Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure.
Pension funds and other institutions are considering investing in problem properties via KKR, Apollo, Blackstone, and other Wall Street players. The goal: turnarounds.
China, some US cities could face glut due to aggressive development.
Investors can take either long or short bets on asset class.