Why Asset Management Is Becoming Real Estate’s Competitive Edge
The Investment Thesis The Spring 2026 NAIOP CRE Sentiment Index came in at 52. That is still above the neutral 50 threshold, which means the industry broadly expects conditions to improve over the next 12 months. But it is a notable decline from 56 last fall. And the reasons behind the drop tell a more […]
$3 Trillion in Five Years: Inside the Largest Capital Allocation Shift in Commercial Real Estate History
EXECUTIVE SUMMARY Moody’s projects at least $3 trillion in global data center investment over the next five years. Six U.S. hyperscalers spent nearly $400 billion in 2025, with $500 billion expected in 2026. Institutional investors are joining banks in construction-phase lending as financing needs outpace traditional sources. The asset class introduces new reporting and lifecycle […]
A $5.9 Billion IPO Just Proved Senior Housing Is No Longer a Side Bet
EXECUTIVE SUMMARY Janus Living debuted on the NYSE at a $5.9 billion valuation, with shares rising 17.5% on the first day. The Denver-based REIT raised $840 million in an upsized IPO, pricing at the top of its $18–$20 range. Janus owns 34 senior housing communities across 10 states, spun off from Healthpeak Properties. First quarter […]
The Niche That Isn’t: Why “Alternative” Real Estate Sectors Are Now Mainstream Institutional Bets
EXECUTIVE SUMMARY IREI’s May 2026 feature reports that niche real estate sectors are moving into the institutional mainstream. Data centers, life sciences, student housing, senior housing, cold storage, and self-storage now attract dedicated fund strategies. Each sector brings unique metrics, reporting cadences, and operational profiles that traditional CRE frameworks were not designed to handle. Portfolio […]
How to Automate Manual Data Updates for Your Excel Models
Pereview helps firms transform time-consuming manual data updates and reporting to an AI-assisted workflow with specialized real estate data consultants in the loop to verify accuracy and validate reports for every PMC, OP, and Sponsor. They can also manage the entire process from getting the reports from these partners to data validation. With AI-powered data […]
Challenge 4: How to reduce complexity by managing debt and equity in one software platform
In the fourth and final post of our 2026 Asset Management Challenges series, we’re tackling a challenge that becomes harder as firms grow, strategies expand, and reporting expectations increase: managing debt and equity investments. For firms investing in both equity and debt, maintaining multiple software solutions is more expensive and time-consuming, it limits visibility across teams, and it makes it harder to understand performance. TL;DR: Highlight video on how to […]