Experts from PREI, NEPC, and Connecticut State Retirement and Trust Funds discuss “the new core” and what it means for real estate investors today.

Despite chatter about frothy pricing in the middle-market segment of commercial real estate, opportunity abounds amid a graying demographic, say experts from JCR Capital, Ares Commercial Real Estate, and Quantum Capital Partners.

Investors should consider “getting out” of the U.S. data center sector, not least the retail segment, within the next five to 10 years amid warnings of over-saturation.

Drew Ierardi, senior portfolio manager of private markets at Exelon, urges GPs to think more creatively about fund structures and investment periods

Investors are warned not to sell off all their real estate assets today because of hot pricing, as it will take them decades to replicate their portfolios, says TIAA-CREF CIO of global real estate, Philip McAndrews.

Core real estate continues to provide very good risk-adjusted returns for investors, says Zurich Alternative Asset Managements’s head of U.S. real estate, Sean Bannon.

Leading economists and investors from JLL, Colliers International, and Carlyle say the recovery of the U.S. real estate market could take a few more years, thanks to major demographic trends and cross-border capital flows.

Anthony Breault, senior portfolio manager at the State of Oregon Treasury, explains how he invests for the long term in real estate, the challenges of redeploying capital in rising markets, and how JVs and open-ended funds are helping the pension achieve those goals.

A panel of experts explains how foreign and HNW investors are reshaping the U.S. real estate market, buying deals in the 3 percent cap rate range, or where price simply isn’t an issue.

As institutional investors eye a maturing real estate cycle, many are asking how they can be more dynamic with their asset allocation tools. PrivcapRE spoke to New Mexico Educational Retirement Board about the challenges of being a more active investor, and how co-investments will play an increasingly critical role for the pension.

An expert panel discusses why greater diligence needs to be paid to tenant quality and new supply as rising capital flows impact U.S. real estate deals and rental growth projections start to compress.

Outperformance for value-added and opportunistic real estate in 2014, but how long will it continue?

Returns from value-added and opportunistic real estate funds have been exceptional and could continue through 2018. But a deceleration is in the cards, says an expert PrivcapRE panel.

GPs are urged to be more realistic about fund returns by changing their target for each successive fundraise, to reflect changing market conditions.

LPs in value-added and opportunistic RE funds should demand GPs report unlevered returns, a panel of performance experts tells PrivapRE.

Diversification in real estate has fundamentally changed, says Courtland’s Michael Humphrey, and even the largest investor can end up with a “lumpy” portfolio.

Siguler Guff’s James Corl tells PrivcapRE about the firm’s ability to shut down a fund’s investment period and cap fund sizes.

Commercial real estate in 2025 will be an asset class transformed by technological, political and economic changes. However, global capital flows could have the greatest impact of all, according to a U.K.-based real estate academic.