What happened, and who moved.

Braemar Hotels sold the Pier House Resort in Key West to Sixth Street Partners for $190 million.

Commentary on the UK's Residential Investment Fund (RIF) mechanism as a vehicle for directing capital into affordable housing development and investment.

CVC Digital Infrastructure Fund acquired a majority stake in Firstcolo, a German colocation data center operator.

Virginia Retirement System allocated $725 million across four real estate funds.

Almanac and Australian Retirement Trust committed $250 million in growth capital to AmCap.

Legal & General's US real estate arm has acquired a multifamily development site in Massachusetts.

BW ESS has acquired a 1-gigawatt-hour battery energy storage project located in Yanco, Australia.

NEPI Rockcastle acquired MegaPark Barakaldo, a retail property in Spain, for €254 million as part of its entry into the Spanish market.

Brookfield announced a recapitalisation of a $694 million multifamily portfolio held by Varia US Properties.

CBRE Investment Management has acquired a significant logistics portfolio on the US East Coast.

Infrastructure investor Stonepeak has acquired a rail-served industrial property in the Dallas-Fort Worth market.

A forestland fund managed by RMS acquired a $145 million timberland portfolio from Rayonier in the Pacific Northwest region.

Commentary on how recent US housing legislation has reshaped rather than eliminated institutional capital flows in the rental housing market.

Analysis of Prologis's £14 billion offer for Segro, examining the strategic rationale beyond the industrial warehouse assets themselves.

Morgan Stanley acquired a distribution facility in Kansas City for $158.5 million.

A consortium led by GO REIT and Blackstone has acquired H&R REIT in a transaction valued at C$6.7 billion.

Digital Core REIT divested three data center properties in North America for $316 million.

RCS has announced a new $350 million fund with a contrarian investment strategy focused on distressed office properties in the United States.

CPP Investments committed C$200 million for a stake in two Hilton hotels in Brazil.

A real estate investor or fund completes an acquisition in the Netherlands as part of portfolio expansion.

Canyon Partners closed a $570 million fundraise for a US-focused opportunistic real estate fund.

Barings provided financing for Obelisk's acquisition of an industrial portfolio in Charleston.

Ryman Hospitality completed the acquisition of Grande Lakes Orlando Resort, a significant hospitality asset transaction in the Orlando market.

GIC and Macquarie have partnered to establish a dedicated data centre platform supporting Anthropic's US operations.

Affinius Capital and Macquarie have provided financing backing for a €1.3 billion refinancing of M&G's Dublin residential portfolio.

Madison International has acquired a minority equity stake in a German student housing platform.

Illinois Teachers Retirement System committed capital to a Locus Point-managed healthcare real estate debt fund with a $750 million target.

Alpaca Real Estate has closed its inaugural fund at $223 million.

Sentinel Real Estate acquired two apartment complexes in the US Pacific region for $168 million.

Border to Coast announced a £400 million residential property acquisition, expanding its UK real estate fund.

Redevco has completed two acquisitions to expand its logistics real estate platform in Spain.

Argo and Blue Coast have acquired a UK logistics asset as part of a brown-to-green urban logistics repositioning strategy.

UK Local Government Pension Scheme pool Border to Coast committed £70 million to a rental housing investment in Cambridge.

Aberdeen Standard Investments has acquired two residential properties to expand its Japan living portfolio.

Aberdeen Standard Investments acquired a £70 million retail park property for its UK real estate fund.

Irish Life has acquired a student housing asset in France, expanding its European real estate portfolio.

Second Maslow-YourTRIBE deal — takes Maslow's total lending to YourTRIBE to £230.6M across 3 London PBSA schemes (Wembley, Walthamstow, Greenwich). Completion targeted summer 2028.

Korea Investment Real Asset bought the 23-storey Seoul Square office tower, downtown Seoul's former Daewoo Group headquarters, for KRW1.28 trillion (EUR712m) from an affiliate of Sumitomo Mitsui Finance and Leasing.

AustralianSuper's new UK Living Platform acquired a six-asset, 1,616-bed purpose-built student accommodation portfolio (The Aspen, Aster House, Huxley Studios, Wick Park, Howard Gardens and Compass) across London, Edinburgh, Belfast, Cardiff, Birmingham and Leicester from Harrison Street Asset Management -- the platform's first acquisition since its October 2025 launch with an initial GBP 500m commitment. Price not disclosed.