Layout:

CPP Builds C$3bn Canadian Industrial Platform: A Strategic Move at a Turning Point in the Cycle

22nd December, 2025

Canada’s federal public pension fund CPP has added another major piece to its long-running logistics strategy by creating a C$1.1 billion equity partnership with Dream Industrial REIT and Dream Asset Management to acquire and scale Canadian last-mile industrial real estate.

Subscriber Post

Mubadala’s US$500mn Barings partnership that’s bigger than the headline number

17th December, 2025

Mubadala’s new US$500m global real estate debt partnership with Barings looks modest beside the Abu Dhabi investor’s overall balance sheet, but it is a useful clue to where the firm is putting its energy.

Subscriber Post

Abu Dhabi’s New Real Asset Gatekeeper

8th December, 2025

The announcement of the creation of Aldar Capital by Aldar and Mubadala Capital builds on the joint venture between the two Abu Dhabi heavyweights, shifting from domestic co-investment into an institutional platform that seeks to attract global third party capital into Gulf real estate and infrastructure, using Abu Dhabi Global Market (ADGM) as its base.

Subscriber Post

L’imad: The Sudden Birth of A Fourth Pillar In Abu Dhabi Inc

3rd November, 2025

Abu Dhabi has introduced a new state vehicle with minimal public fanfare but immediate consequence.

Subscriber Post

AustralianSuper joins the rush for UK “living” assets

22nd October, 2025

AustralianSuper, Australia’s largest pension fund, has launched a new UK Living Platform with an initial GBP500 million commitment, adding to around GBP14 billion of commitments by global state-owned investors to the UK's housing market in the past seven years.

Subscriber Post

Temasek-La Caisse get the green light in India, signalling development of the real estate cycle

9th October, 2025

India’s competition regulator has cleared a fresh slate of minority stakes that link Temasek and La Caisse’s real-estate arm, Ivanhoé Cambridge, to a network of Singapore-incorporated vehicles holding Indian office assets.

Subscriber Post

Biggest-Ever SWF Divestment: GIC’s Potential US$10bn Exit from YES! Communities

17th September, 2025

GIC could be about to make the biggest commercial divestment in sovereign wealth fund history as it seeks to recycle assets, shore up its resilience and redeploy capital into new strategic sectors.

Subscriber Post

GIC and ADIA Back Vantage’s APAC Push - What the Johor Deal Signals

15th September, 2025

Vantage Data Centers has secured US$1.6 billion from an affiliate of GIC and a wholly owned ADIA subsidiary to expand its Asia-Pacific platform and acquire Yondr Group’s 300MW+ data-centre campus in Sedenak Tech Park, Johor (Malaysia).

Subscriber Post

ADIA Moves from LP to Shareholder in GLP’s New Economy Push with US$1.5bn Investment

28th August, 2025

The Abu Dhabi Investment Authority (ADIA) is signalling where sovereign capital sees durable growth: direct investment in asset managers.

Subscriber Post

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.

Subscriber Post

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).

Subscriber Post

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.

Subscriber Post