In the Media

The industrial sector remains one of the most compelling markets in global real estate, writes Joe Chien, our Head of Real Estate Asia, in this article. Given performance is increasingly dispersed, selectivity in this sector is critical. Joe explains that our strategy invests globally but concentrates on markets where demand drivers, market fundamentals, and value-creation potential align. We think Asia offers attractive opportunities, which led to the establishment of our Singapore Industrial Platform in 2024.

The USD 4bn sale of atNorth generated a 2.5x MOIC and more than 30% return on an investment it signed in December 2021. Speaking to Infrastructure Investor, Head of Infrastructure Esther Peiner discussed the evolution of the platform and how the firm approached the exit.

The head of our infrastructure secondaries strategy Dmitriy Antropov joined Infrastructure Investor's Secondaries Roundtable to reflect on another strong year for the infrastructure secondaries market. During the discussion, Dmitriy talked about how secondaries can be both thematic as well as opportunistic, how the quality of the underlying asset and the cost of equity are critical to determining discounts, and continuation vehicle opportunities.

"Traditional real estate investors have historically shied away from hospitality due to its inherent risks, which can include cyclicality, capital intensity and exposure to operations. But these attributes also present significant value creation opportunities," Stephen McCall, a Managing Director in our Real Estate team, tells PERE in this keynote interview. Stephen also talks about the increasingly competitive hospitality market, the value creation levers that can be pulled, and where we see growth.

Many investors have reached a point of maturity in their private credit deployment where more diversification makes sense, Lori Pomerantz and Andrew Bellis told Private Debt Investor. This might mean adding strategies such as NAV lending and credit secondaries to existing direct lending allocations. In this keynote interview, Lori and Andrew also talk about how investors are consolidating with a smaller number of managers, the role evergreens and mandates can play in supporting diversification, and why demand for credit will continue to grow.

The amount Partners Group has invested in private equity secondaries has already surpassed last year’s full-year total, with just over two months left in the year. We have invested USD 4 billion across 27 private equity secondaries transactions in 2025 to-date, primarily in LP portfolios. Following this, Anthony Shontz and Nicolas Petitjean, the co-heads of our Private Equity Partnership Investments business, spoke to Secondaries Investor about the latest market trends.