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Low angle view of the skyscrapers in New York City.
Co-CIO Rich Kleinman says more niche categories are entering the mainstream with prior portfolio staples such as office investments in value limbo.
The California-based manager is seeing more opportunities as banks take closer looks at their balance sheets.
The New York skyline
The Ares-RXR venture comes at a time when transaction activity in the city has started to tick upward and capital is starting to move.
Negative sentiment and macroeconomic and geopolitical concerns continue to hold back the market, panelists said at PERE America.
Julie Donegan, CalSTRS
Taking charge of the pension giant’s $50bn AUM property business is a daunting task. But Julie Donegan is prepared for the challenge.
Portfolios under the magnifying glass
The structural shifts in the market are changing the way capital is deployed into different property types and locations.
China tech graphic
A disrupted commercial real estate capital markets means investment opportunities are more nuanced than there were in past cycles. 
The manager is also seeing distressed opportunities amid tightening borrowing markets.
Real estate silos
The original justification for Canadian pension plans having standalone property platforms no longer holds up today.
National and regional banks are expected to reduce commercial real estate lending, which opens the door for the private markets. 

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