In the latest episode of The PERE Podcast, titled “Inside the PERE 100 with BGO and APG”, the editorial team delves into the 2025 PERE 100 and 200 rankings, highlighting the evolving dynamics of private real estate fundraising. The discussion underscores the challenges posed by extended fundraising timelines and ambitious capital targets, leading to notable year-over-year volatility, even among the top ten managers. Additionally, the episode examines the impact of ongoing mergers and acquisitions reshaping the industry landscape.
Featuring insights from John Carrafiell, Co-CEO of BentallGreenOak (BGO), and Robert-Jan Foortse, Head of European Property at APG, the conversation offers a firsthand look at how leading managers and institutional investors are adapting their strategies amidst these shifts. Their perspectives shed light on the resilience and adaptability required to navigate the current fundraising environment.