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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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Friday Aug 01, 2025
Friday Aug 01, 2025
This week PERE published its latest investor report, with figures for the first half of 2025 providing key insights into the private equity real estate investor environment.
In this episode, we discuss the standout finding: Investor allocations to private equity real estate pulled back overall during the period, with most investor types lowering their exposures to the asset class. Meanwhile, some of the most active known investors in real estate funds dropped out of the rankings completely and a handful of the biggest real estate managers only scored one investor check each.
Listen as Charlotte D'Souza and Samantha Rowan sit down with Lucy Scott to breakdown the report, discussing what has changed in the investor universe in these past six months, why it has changed and whether the figures tell managers anything about what is to come for fundraising in the coming months.
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