2027: Finding opportunity in troubled capital structures

by Jeff Holzmann

Commercial real estate enters 2027 with capital ready to invest and a large volume of property still working through a very different financing environment. I’m selectively optimistic about what that combination will produce. The opportunity won’t come from a broad recovery that lifts every property type, market or owner. It will come from understanding where the problem actually sits. Increasingly, that’s the capital structure or the ownership situation, not the real estate.

Texas TRS slates $1b to real estate in October

by Elise Mackanych

The Teacher Retirement System (TRS) of Texas has committed $1 billion to real estate funds in October, according to official investment correspondence.

CalPERS’ climate solutions investments surge to $71b

by Released

CalPERS has announced that its investments in climate solutions had grown to $71 billion as of June 30, 2026. The new figure represents an increase of $11 billion since 2025 and $24 billion since the strategy initially launched in November 2023.

CTP to acquire $500m Vietnam logistics portfolio from Ares

by Released

CTP has agreed terms to acquire 100 percent of the South-East Asia Logistics Partners (SLP) portfolio and operating platform in Vietnam for approximately $500 million.