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6 FÉVR.

Great outdoors: Brookfield treks back into IOS with $1.2bn deal

The rapidly institutionalizing industrial outdoor storage sector is back in the spotlight this week thanks to an agreement struck by Brookfield Asset Management to take real estate investment trust Peakstone Realty private for $1.2 billion in cash. The deal marks a dramatic return to the IOS space for Brookfield, which sold a portfolio of IOS properties it had aggregated in the US for $277 million a year ago, and highlights investors’ growing conviction for a hot subsector of the broader industrial market. With that mega-deal setting the tone, The PERE Podcast takes a deep dive into the industrial outdoor storage market – including the most basic question: What actually constitutes IOS? What is driving investors’ and fund managers’ aggressive pursuit of scale in the fragmented sector? And what do their varying approaches suggest about the outlook for the category? Host Greg Dool sits with PERE Credit deputy editor Randy Plavajka and PERE Deals reporter McKenna Leavens to discuss all of these questions and more. Later in the episode, we hear from Price Booker, chief investment officer at Maryland-based manager and industrial outdoor storage specialist Realterm, for his perspective on the risks, opportunities and growing investable market associated with IOS strategies. Citations: Brookfield takes Peakstone private in $1.2bn deal - PERE Deals Realterm reels in €470m for second European IOS fund - PERE

6 févr.

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25 min
-4 J

Green energy investors brush off geopolitical turmoil

This episode is sponsored by Nuveen Infrastructure and Quinbrook The energy transition is one of the most prominent mega-trends driving investment in infrastructure today. Even as the current US administration is pushing back on the country’s net-zero commitments and scaling back federal incentives, other regions continue to support the decarbonisation agenda, attracting some of the largest players in private infrastructure. In 2025, China alone added more than 430GW of new wind and solar capacity, not far off the 585GW global additions posted in 2024, according to the International Renewable Energy Agency (IRENA). And more than half of all new vehicle sales in China last year were electric, showcasing the country’s burgeoning green credentials. In this episode of The Infrastructure Investor Podcast, Joost Bergsma, global head of clean energy at Nuveen Infrastructure, and David Scaysbrook, co-founder and managing partner at Quinbrook, discuss the many factors driving appetite for the energy transition despite the pockets of geopolitical hostility. While policy reversal might make the headlines, both still see plenty of exciting opportunities to fund the net-zero transition.

-4 j

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25 min
5 FÉVR.

Mid-market muscle: How smaller deals are powering the next US infrastructure boom

This episode is sponsored by Ridgewood Infrastructure and I Square Capital At the start of 2026, infrastructure investors in the United States benefit from numerous tailwinds. Electricity demand is rising at the fastest rate in decades, industrial reshoring is gathering momentum, and the artificial intelligence revolution is continuing to accelerate. While many of the fundamentals are positive, infrastructure managers must navigate a complex environment in the US. Abrupt policy changes, alongside macroeconomic and geopolitical volatility, mean the path to success is far from straightforward. In this episode of The Infrastructure Investor Podcast, Ross Posner, managing partner at Ridgewood Infrastructure, and Gautam Bhandari, managing partner at I Squared Capital, discuss how mid-market managers can be best placed to deliver higher returns and secure favourable exits. Although their strategies differ, they both see plentiful opportunities as the US infrastructure market continues to grow and mature in the years ahead.

5 févr.

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25 min
-4 J

Why European real estate credit looks safer than equity in the new cycle

This episode is sponsored by AllianceBernstein European real estate is entering a new phase, with values reset, interest rates stabilising and investors adjusting to a world where ultra-low borrowing costs are no longer the norm. In this episode of The PERE Podcast, Clark Coffee, chief investment officer of AllianceBernstein’s European commercial real estate debt business, discusses why this shift is changing the balance between equity and debt investing and why downside protection has become paramount. He notes that one challenge in today’s environment is trying to understand what assets might be worth if business plans fail or markets shift – a task made more urgent by rapid changes driven by AI, remote working and evolving real estate use. Against this backdrop, Coffee sees European real estate debt becoming more popular among investors as a secure source of income. To read more about European real estate debt, check out the latest deals in Real Estate Capital Europe's lending database

-4 j

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21 min
-1 J

Surviving an AI bubble: Goodwin Gaw's private real estate resilience plan

This episode looks at the relationship between artificial intelligence risk and private real estate investing. Major firms including Amazon, Meta, Google and Microsoft are projected to spend approximately $650 billion on AI and related infrastructure. Amazon alone says it intends to spend $200 billion on AI, chips, robotics and satellites. Will these plans prove to be sustainable long-term strategies, or is this a sign of a bubble? How an AI-driven correction could impact institutional private real estate – in terms of capital flows, asset pricing and demand assumptions – is a pertinent question. This is especially the case in light of the industry's push into the data center sector, both in the US and Europe, across equity and debt strategies. But the impact of a correction would not necessarily stop there. This week, we ask Goodwin Gaw for his perspectives on the subject. Listen as the co-founder and chairman of Gaw Capital Partners, one of Asia's most prominent private real estate managers, addresses how investors might position themselves to capture AI-related growth while remaining defensive against cyclical volatility. For real estate, data centers may be the most obvious way to ride the AI wave. But they’re not without risk. If sentiment shifts or capital tightens, that part of the market could feel it first. What may emerge instead is a two-pronged approach to investing: doubling down on the fundamentals of necessity-driven assets on one end, and high-conviction luxury and lifestyle assets on the other. Gaw says this is a moment for the industry to stay nimble, to anticipate disruption and to be firmly on the front foot. This episode is an excerpt from a wider interview between Gaw and Jonathan Brasse, PEI Group's real estate editor-in-chief. The discussion was recorded as part of a webinar for PERE Network members, designed to share insights emerging from PERE's Advisory Board conversations.

-1 j

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14 min
28 JANV.

The AI revolution: How infrastructure is adapting

This episode is sponsored by Brookfield The infrastructure asset class is entering a defining moment. As energy transition pressures, geopolitics and capital intensity reshape the market, assets such as power networks and digital infrastructure are becoming central to economic competitiveness, rather than simply defensive investments. Artificial intelligence is accelerating this shift. Beyond the hype, AI’s growth depends on vast amounts of physical infrastructure – from power generation and transmission to advanced data centres and computers. Meeting that demand is pulling infrastructure managers into a global race alongside hyperscalers and governments, creating one of the decade’s most significant investment opportunities. This podcast is part of PEI Group's Private Markets 2030 programme exploring how private markets are evolving through the second half of the decade. In this programme, we unpack how managers can adapt, attract capital and deliver performance in an increasingly complex market. Joining us are two guests from Brookfield: Stewart Upson, co-president of Brookfield’s infrastructure group, and Udhay Mathialagan, a managing partner in the infrastructure group and CEO of Brookfield’s global data centre practice. They discuss the opportunities and risks for managers delivering the supporting infrastructure around AI and look at how investors are partnering with governments, hyperscalers and AI developers. Read more insights on the infrastructure AI journey from Brookfield’s Stewart Upson here.

28 janv.

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25 min
-2 J

Private Funds CFO NY Forum: Sighs of relief

Private Funds CFO's 23rd annual New York Forum gathered together nearly 600 compliance, financial and operational experts in two days of discussions that covered everything from AI to new ways to think about carry. In this episode of Private Equity Spotlight, PEI Group editor Graeme Kerr chats with Private Funds CFO’s Graham Bippart, Rob Kotecki and Bill Myers to get their top takeaways from one of the world’s biggest events for CFOs. In this episode: Graham Bippart is senior editor of Buyouts and Private Funds CFO Rob Kotecki is deputy editor of Private Funds CFO Bill Myers is Washington correspondent for Private Funds CFO Graeme Kerr is an editor at PEI Group

-2 j

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16 min
23 JANV.

'A real coup': GIC mega-deal puts net-lease strategies back in the spotlight

Net-lease strategies have long occupied a distinct niche of the broader commercial real estate market as a stable, low-risk, long-term inflation hedge. But after a string of billion-dollar deals involving some of the world’s largest private real estate firms, the net-lease sector is anything but boring. On this episode of The PERE Podcast, host Greg Dool sits with PEI’s real estate editor-in-chief Jonathan Brasse and PERE Deals reporter McKenna Leavens to discuss the latest high-profile capital formation event: a $1.5 billion logistics joint venture between Singaporean wealth fund GIC and Realty Income, the largest listed US net-lease REIT. Listen as the team discusses several unique aspects of the deal, including its role in the ongoing convergence of public and private real estate portfolios, as well as the precedent set by GIC’s previous push into the US net-lease sector with a $15 billion privatization of STORE Capital three years ago. We also shine a spotlight on net-lease strategies generally: what they are, how they work and why they are an area of growing conviction for private real estate investors. Later in the episode, we are joined by Scott Merkle, managing director at sale-leaseback and M&A advisory firm SLB Capital Advisors, who shares his own informed perspective on the net-lease sector and what market participants can expect there in the year ahead. If you're a regular listener, tell us what you think. We are currently inviting feedback via this survey as we seek to improve our podcast output. We would love to hear your feedback on what you enjoy about these weekly episodes and to better understand what we can improve.

23 janv.

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20 min
16 JANV.

‘A more discerning market’: What’s driving real estate’s fundraising upswing

On this week’s episode, the team turns to the ultimate barometer for institutional appetites toward private real estate: fundraising volumes. The release of PERE’s full-year 2025 fundraising report earlier this week brought news of a long-awaited rebound in capital formation in the asset class after some challenging years. But what is really behind the recovery, and what does it suggest about where things are headed in 2026? Listen in as host McKenna Leavens is joined by PERE editor Evelyn Lee and PERE Americas editor Greg Dool to break down the overarching takeaways – including that fundraising volumes climbed nearly 30 percent year on year to mark the first annual increase since 2021 – as well as some of the more complex stories beneath the year's big stories. The episode explores the outsized role played by mega-managers, the resurgence of opportunistic strategies, divergent regional outlooks, the data center effect and why fundraising timelines continue to stretch to new record highs. Later in the show, listeners will hear from Ryan Cotton, head of real estate at Boston-based Bain Capital, who has a fresh perspective on the topic after recently closing his firm’s third flagship real estate fund on $3.4 billion in commitments. If you're a regular listener, tell us what you think. We are currently inviting feedback via this survey as we seek to improve our podcast output. We would love to hear your feedback on what you enjoy about these weekly episodes and to better understand what we can improve.

16 janv.

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25 min
17/12/2025

ECP: US needs up to 400GW - ‘that’s not going to happen overnight’

In this year's last episode, editor-in-chief Bruno Alves sits down with Doug Kimmelman, founder and executive chairman of Energy Capital Partners. Today's discussion focuses on the US electricity market, which is experiencing a "shining moment" driven by unprecedented demand growth after 30 years of stagnation. Key drivers include the massive power needs of artificial intelligence and data centres, along with LNG exports, the onshoring of manufacturing, and the expansion of electric vehicles and crypto mining. This surging demand - which could require as much as 400GW of new capacity, including replacements for retiring coal and nuclear plants - is rapidly transforming the sector. With that in mind, we discuss how the market is prioritising slowing the retirement of existing generation, brownfield expansions, and fast-to-deploy solar and storage, while the reliance on natural gas increases despite turbine bottlenecks. We also explore how the presence of hyperscalers with strong balance sheets is reshaping the contracting environment, leading to longer-tenure, highly financeable power purchase agreements.

17/12/2025

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31 min

PEI Group is a business intelligence company that informs and connects investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.