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Phoenix Mills and the New Shape of State Capital in Indian Real Estate

29th July, 2025

The sale of Canada Pension Plan Investment Board’s (CPP) 49% stake in Island Star Mall Developers Private Limited (ISMDPL) to The Phoenix Mills ltd marks not just the end of a joint venture, but also a new phase in the evolving relationship between global state capital and India’s most successful retail-led developer.

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Norway’s SWF Faces the Facts on Active Management: Real Assets in the Spotlight

3rd July, 2025

Norway’s Ministry of Finance has launched a fresh independent review into the active management of the world’s largest sovereign wealth fund, the US$1.94 trillion (valuation this week) Government Pension Fund Global (GPFG).

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One Caisse, No More Ivanhoé: The Great Consolidation Reshaping Canada’s Real Estate Giants

18th June, 2025

It’s official: Ivanhoé Cambridge, the iconic real estate arm of Caisse de dépôt et placement du Québec (CDPQ), is being absorbed into its parent.

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Dubai Holding Makes History with First Pure-Play Residential REIT Listing in the GCC

2nd June, 2025

Dubai’s first IPO of 2025 – a Real Estate Investment Trust launched by state-owned investor Dubai Holding – has been a resounding success.

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NBIM Closes Tokyo Office: A Quiet Exit from a Real Estate Dream That Never Took Off

29th May, 2025

Norges Bank Investment Management (NBIM), manager of the world’s largest sovereign wealth fund, just confirmed another step in its long-term strategic pivot: it is shutting the doors of its Tokyo real estate office.

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How NBIM’s US$800mn Blackstone Bet Cements Its US$11.8bn Logistics Strategy

14th May, 2025

In a world where logistics is the beating heart of the global economy, Norges Bank Investment Management (NBIM) just made another high-conviction move that underscores how seriously it takes that metaphor.

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NPS Bets Big on Real Estate and AI, But Can It Outrun Demographic Collapse?

12th February, 2025

South Korea’s US$827 billion National Pension Service (NPS) is making some of its boldest investment moves yet.

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From Qatar to California: How State Investors Are Building Dreams in Affordable Housing

17th January, 2025

Affordable housing is emerging as a global priority, and state-owned investors (SOIs) are stepping up with bold financial strategies to bridge the gap between supply and demand.

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AustralianSuper’s Bold Real Estate Strategy: Lessons from Setbacks and New Horizons

14th January, 2025

AustralianSuper, Australia's largest superannuation fund with assets exceeding A$355 billion, has taken significant strides to redefine its real estate investment strategy.

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From Warehouses to Wealth: NBIM’s US$1.07bn Logistics Bet Shows Strategic Shift

7th January, 2025

In a bold move to deepen its foothold in logistics real estate, Norges Bank Investment Management (NBIM) has acquired a 45% stake in a premier US logistics portfolio for US$1.07 billion.

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Future Fund and CalPERS Broaden Horizons in Residential Housing

20th November, 2024

Affordable and social housing is emerging as a focus for state-owned investors (SOIs) who see opportunities for real estate asset growth as well as addressing social responsibility in their ESG mandates.

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Canadian and Australian Pension Funds Announce Billion Pound UK Real Estate JVs

25th October, 2024

Canada’s CPP investments and Australia’s Aware Super have each announced GBP1 billion (US$1.3 billion) joint ventures in anticipation of planning liberalization that will stimulate the construction industry.

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