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Meet the new PERE: the definitive source of private real estate intelligence, now one platform. Move directly between proprietary news, in-depth data, industry analysis and member profiles, with everything connected across equity, credit and deals: 📊 The data. 10,300+ investors, 5,000+ managers, 14,000+ funds, 35,000+ investor commitments and 60,000+ deals, in one database behind everything you read. 🔔 Watchlists. Save funds, investors and content, and track activity aligned to your areas of focus. Your view updates as the market develops. 🎯 Investor Intentions & RFPs. Track investor intentions, RFPs and commitments to understand where capital is being allocated, how strategies are evolving and where to engage. 💬 Ask PEI. Ask direct questions and surface relevant data, reporting and profiles. Insight that is discoverable, actionable and traceable. Move between data, reporting and relationships as part of a single workflow, on a single login. See the platform in action. Request a demo → https://okt.to/MU3LJh

July brought another round of senior moves across private equity real estate. The hires, promotions and exits making news this month: Neil Slater has been appointed as the new chief executive of Link Wilson Lamont will step back in January after a 25 years at Ares Management Bianca Kraus has been promoted from head of investor relations at AEW Europe Joseph Ghazal is to take on a senior management role at Tishman Speyer Jennifer Andersson has been appointed investor relations lead at Urban Partners These are just a few of the headline moves. For the full list, and everything that broke this month, visit the PERE: https://okt.to/Xjwg9u #PrivateRealEstate #PeopleMoves

Build your Watchlist as you use PERE. Save funds, investors and content, and track activity aligned to your areas of focus, across 10,300+ investor and 5,000+ manager profiles spanning equity and credit. Every new story, fundraising signal and data update on the names you follow arrives in one feed. Your view updates as the market develops. See it in action. Request a demo → https://okt.to/E5SOWf

bpfBOUW is committing €500m to sustainably built affordable housing in the Netherlands. The Dutch construction workers' pension fund has launched a discretionary mandate with manager Bouwinvest Real Estate Investors, starting with €150m and scaling to €500m over the next two years. The capital targets mid-market rental homes for middle-income earners, the segment hit hardest by a shortage Bouwinvest estimates at roughly 396,000 homes. The mandate is set to add more than 1,000 affordable homes while cutting construction CO2 emissions, targeting 4 to 6 percent average annual unlevered returns after fees with holds of 10 to 30 years. It moves bpfBOUW closer to its goal of €2bn in impact investments by 2030. Read the full story on PERE: https://okt.to/SD2zas #PrivateRealEstate #ImpactInvesting

SpaceX's $75 billion IPO is still sending shockwaves through private real estate. On a new episode of The PERE Podcast, Brendan Wallace, chief executive and chief investment officer at Fifth Wall, joins host Jonathan Brasse, PERE's editor-in-chief, to discuss what SpaceX's public market debut, and its data center ambitions, means for how the industry defines real estate as an asset class. Listen to the full episode: https://okt.to/VYUnmZ #PrivateRealEstate #PERE

Apollo Global Management, Inc. has raised $850 million for its first fund dedicated to manufactured housing. The New York manager held a first close on the Apollo Manufactured Housing Property Fund, an open-end, core-plus vehicle seeded with the operating business of Inspire Communities and a portfolio of more than 40 communities worth $1.2 billion in gross assets. The raise comes weeks after the 21st Century ROAD to Housing Act became law, ending a 50-year requirement that manufactured homes be built on a permanent steel chassis. Backers of the change say it could lower construction costs and widen the range of homes the sector can build. Read the full story on PERE: https://okt.to/VHUv4Z #PrivateRealEstate #Fundraising

Ask PEI is an AI-powered interface built for private real estate. Ask direct questions and surface relevant data, reporting and profiles from PERE's proprietary database and two decades of specialist journalism. Insight that is discoverable, actionable and traceable. See it in action. Request a demo → https://okt.to/im5eSG

Jon Gray says the Iran War is holding back private real estate's recovery, even as listed REITs surge. Blackstone's president told investors this week that geopolitical turmoil has kept interest rates elevated, weighing on private real estate performance even as public REITs outperform broader markets for two straight quarters. The firm's real estate arm posted modest Q2 returns, 0.4 percent for opportunistic funds and 0.2 percent for core-plus, while total assets under management climbed to $1.35 trillion. Real estate AUM slipped 3 percent to $314.1 billion. Data centers remained the standout performer, led by QTS, as logistics, data centers and residential now make up nearly 80 percent of Blackstone's real estate portfolio. Read the full story on PERE: https://okt.to/auOYvG #PrivateRealEstate #Blackstone

Retail M&A is picking up speed. PERE Deals tracked 103 institutional vehicle-relevant deals over the past three months, with an average deal size of $387.2 million. Among the standouts: Brookfield and QIC sold Victoria Gardens, a 1.2 million-square-foot outdoor center in California, for $530 million. Bain Capital and 11North Partners picked up a five-asset open-air portfolio for $300 million. Henderson Park Capital Partners sold a Madrid shopping center to Castellana Properties for €318 million. And Blackstone closed on South City mall in Kolkata for $377.6 million, marking its entry into the city. Read the full article on PERE: https://okt.to/kjGRiF #RealEstateMA #PrivateRealEstate

Institutional check sizes for private real estate shrank sharply in H1 2026. PERE's new Investor Report shows the largest known commitment of the half, Abu Dhabi Investment Authority (ADIA)'s $675 million check to Kotak India Real Estate Fund XIV, came in at roughly half the size of 2025's top check. Most of H1's biggest commitments clustered between $200 million and $350 million. The report also breaks down average commitment size and allocation activity by vehicle type for the first time. Employees Retirement System of Texas led on total commitments with nine checks, while LACERA wrote the largest average check at $267 million across three commitments. Despite smaller checks, demand remains far from satisfied. About 63 percent of investors are still underallocated to private real estate, including 66 percent of public pension funds. Download the full H1 2026 Investor Report: https://okt.to/G5FAz9 #PrivateRealEstate #InvestorReport