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PODCAST

The PERE Podcast

The PERE Podcast features a weekly discussion between members of our senior editorial team spanning formation, strategy and deployment, and regularly draws from the ongoing coverage of PERE, as well as affiliate titles PERE Credit and PERE Deals. We also occasionally host sponsored interviews providing analysis-led commentary about the biggest events in private real estate capital markets around the world.

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All Episodes

28:15

‘The market will not change overnight’: Recovery...

The PERE Podcast ·

2026/01/09

For the year’s first episode of The PERE Podcast, the team lays out some of the major themes likely to impact the private equity real estate market over the next 12 months. Join co-host Lucy Scott, PERE editor Evelyn Lee and PEI real estate editor-in-chief Jonathan Brasse as they look at how geopolitical turbulence continues to unsettle the real estate industry as its re-opens after the holiday break. The team also digs into how financial disruption caused by the bursting of an AI bubble could

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22:10

Real estate equity in 2025: Deals, deployment and the...

The PERE Podcast ·

2025/12/19

In the year’s final episode of The PERE Podcast, the team breaks down the defining deals, shifting fundraising dynamics and key market trends of the last 12 months.

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20:37

Real estate credit in 2025: The stories and trends...

The PERE Podcast ·

2025/12/12

As the year draws to a close, we will spend the next two weeks breaking down the top private real estate headlines from 2025, as well as the trends that defined market activity. Next week, equity is in the spotlight. This week, the team is zeroing-in on debt, the engine room of the industry.Lucy Scott sits down with PEI real estate debt gurus Daniel Cunningham, editor of Real Estate Capital Europe, and Samantha Rowan, editor of PERE Credit, to discuss the best-read content of the year, the standout

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19:20

‘An abundance of capital’: Competition heats up in...

The PERE Podcast ·

2025/12/05

Lending activity is ramping up in European real estate markets amid rising appetite from banks and alternative lenders alike – even as a limited number of investment deals to finance creates intense competition for opportunities.That is just one of the takeaways from affiliate title Real Estate Capital Europe’s annual Active Lenders report, an exclusive compendium of 64 of the continent’s busiest real estate debt providers through the year’s first three quarters. On this episode, host Greg Dool

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24:58

Regional retrenchment: ‘Financial engineering...

The PERE Podcast ·

2025/11/28

This episode discusses ICG’s retrenchment from Asia, following a line of western managers doing the same. We also speak to Gaw Capital, chairman of Goodwin Gaw, about his views on the current trend and the firm’s own renewed focus on the region.Last week, PERE revealed plans by Intermediate Capital Group to shut down its Asia real estate business. The London-based firm, which manages approximately $7 billion of real estate assets, only expanded into the region three years ago. Its withdrawal

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25:10

'Rise of the stakers': Why Japanese firms are buying...

The PERE Podcast ·

2025/11/21

Transaction activity has at last been picking up in the private real estate market after a multi-year slowdown. But one area that has stayed consistently busy has been the dealmaking environment for property fund managers themselves.A string of deals dating back to last year has seen fundraisers band together to boost their assets under management, diversify their client offerings and seek to capture a greater share of capital from an increasingly disparate set of global investors and capital

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31:16

The next frontier for real assets: Why multi-product...

The PERE Podcast ·

2025/11/17

This episode is sponsored by Manulife Investment ManagementAs new industries evolve and accelerate, new opportunities are constantly arising for institutional investors in the private real assets space. It isn’t always easy, however, for managers to grasp hold of these opportunities. As assets like data centers have become investable in recent years, managers have found that they need to devote time and effort to understand the dynamics around these unfamiliar assets. And the private markets

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27:34

'It’s a really solid asset class': Private capital...

The PERE Podcast ·

2025/11/14

A recurring theme in real estate private equity this year has been the proliferation of capital into so-called “niche” or alternative property types beyond the traditionally institutionalized sectors such as office, retail, industrial, multifamily residential or hotels.But while much attention has been paid to the emergence of segments including data centers, student accommodations or outdoor storage, another area of rising conviction among both institutional investors and their asset managers is

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15:58

PERE America 2025: 'Everyone will have an opportunity...

The PERE Podcast ·

2025/11/07

In this episode, host McKenna Leavens sits down with Jonathan Brasse, PERE editor-in-chief, and Evelyn Lee, PERE editor, to unpack the optimism circulating at PERE Network’s 20th annual America Forum, held earlier this week in New York City. The flagship event brought together a record-breaking number of industry leaders and investors across the private real estate landscape. “Palpable optimism” is the way Brasse described the feeling in the air. Listen as he relays the growing confidence among

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18:02

The '$1 trillion club': Evolving capital markets...

The PERE Podcast ·

2025/10/31

In this episode, host Greg Dool sits down with Jonathan Brasse, PERE's real estate editor-in-chief, for a deep dive into one of the biggest forces transforming the private markets landscape: manager consolidation.The discussion explores why private market managers across asset classes are acquiring or partnering with other businesses in a bid to scale up, and what that means for investors and the markets they serve. The conversation hinges on the release of PEI Group's Private Markets 2030, a

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21:11

Understanding synthetic risk transfers: The financial...

The PERE Podcast ·

2025/10/28

In this special episode, the team explores how synthetic risk transfers, a financial tool used by banks to help them free up capacity for more lending, are growing in real estate. Join Real Estate Capital Europe editor Daniel Cunningham and deputy editor Lucy Scott as they discuss why an increasing number of real estate lenders – and real estate managers – are engaging in SRT trades, a topic also explored in REC Europe's deep dive here. This episode comes as Aareal Bank confirms its first SRT trade,

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18:40

Is real estate’s allocation slide a brief dip or a...

The PERE Podcast ·

2025/10/24

A multi-year slowdown in private real estate has prompted institutional investors to cut their average target allocation to the asset class for the first time in more than a decade. Is it merely a short-term setback for property fund managers, or a sign of a broader shift within institutional portfolios?The historic reversal reported by Hodes Weill & Associates this week comes after the capital advisory firm had found a steady increase in average target allocations since 2013, when it began

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23:34

Real estate credit finds its footing as markets...

The PERE Podcast ·

2025/10/21

This episode is sponsored by Bravo CapitalThe lending landscape is shifting, and private credit is taking center stage. In this episode, Bravo Capital founder and CEO Aaron Krawitz discusses how his firm is navigating a market defined by bank pullbacks, rising regulation and persistent demand for rental housing. Krawitz outlines where opportunities are emerging: ground-up multifamily construction, healthcare and skilled nursing facilities, and HUD-backed permanent financing. As traditional lenders

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20:37

'Fox in the henhouse': Blackstone’s UK REIT push...

The PERE Podcast ·

2025/10/17

Blackstone emerged last month as the winner of a year-long takeover battle for UK industrial landlord Warehouse REIT after knocking out rival suitor Tritax Big Box with a £489 million ($656 million; €562 million) bid. But as it turns out, that was not the end of the Blackstone-Tritax saga.In a surprise twist this week, the rivals became partners when Blackstone announced an agreement to sell a £1 billion UK logistics portfolio to Tritax, just weeks after Tritax bowed out of its pursuit of Warehouse

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27:52

Defense spending and real estate: Insights from Expo...

The PERE Podcast ·

2025/10/10

PERE and its affiliate Real Estate Capital Europe were on the ground at Expo Real in Munich this week, hosting panel discussions and holding more than a hundred meetings with senior executives from across the private real estate market. So this week, The PERE Podcast brings you an informed dispatch on one of the biggest talking points of the week: Europe’s rising prospects, based on an anticipated rise in defense and infrastructure investment.When NATO members pledged in June to spend as much as 5

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25:49

Growth reversed: Declines hit real estate’s top...

The PERE Podcast ·

2025/10/03

The release of PERE’s annual Global Investor 100 ranking of private real estate’s top allocators comes with a somber headline for asset managers: For the first time in the ranking’s history, the world’s top 100 property investors saw their total allocation to the asset class decline from the year before.But that is far from the only intriguing takeaway from this year’s list. On this episode, we take a deep dive into the GI 100 as host Greg Dool sits with PERE’s EMEA editor Charlotte D’Souza to

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36:09

Europe’s real estate reset: Capital flows and credit...

The PERE Podcast ·

2025/10/01

This episode is sponsored by Cain International and Arrow Global After several years defined by rising rates and pricing uncertainty, Europe’s property market may be at an inflection point. Jay Patel, managing director at Arrow Global, and Arvi Luoma, who heads Cain International’s European investment committee, share perspectives on how capital is rebalancing toward the continent in this special episode. Patel notes that allocators from the US, Middle East and beyond are looking to Europe in ways

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23:21

QuadReal joins the race for Europe debt exposure with...

The PERE Podcast ·

2025/09/26

In this episode, the editorial team spotlights rising ambitions in real estate debt following news that QuadReal, the property arm of British Columbia’s public-sector pension scheme, plans to deploy £2.5 billion ($3.3 billion; €2.9 billion) into European real estate credit in the next five years through a newly launched direct lending platform.By the end of 2029, QuadReal aims to have between 10 and 20 percent of its global real estate debt exposure in the UK and continental Europe, to complement

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32:30

Will lower interest rates jumpstart the private real...

The PERE Podcast ·

2025/09/23

The private real estate market got a boost last week when the US Federal Reserve lowered its benchmark policy rate for the first time in nine months. It is a welcome shift for a property sector that has spent three years grappling with the consequences of higher-for-longer interest rates. But what are the immediate effects of a return to rate-cutting, and how does it alter forecasts for capital deployment and returns going forward? This episode breaks it all down, with reactions from across the

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41:48

‘I didn’t do this to exit. I did this to grow’:...

The PERE Podcast ·

2025/09/17

In this episode, Patron Capital founder Keith Breslauer says the firm’s sale of a majority stake to Mitsubishi Estate Global Partners should be seen as a springboard for growth rather than an exit.Breslauer sat down with PERE’s Jonathan Brasse in August following the headline-grabbing sale of the Europe-focused firm to Mitsubishi Estate Global Partners, the investment management business of Japanese property giant Mitsubishi Estate. Listen to the wide-ranging interview in full, as Breslauer sets

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62 results

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