Investor Panel: Pension funds & insurers – How are long-duration investors rethinking allocations?

03 Mar 2027
  • Why matching long-dated liabilities to real estate income is getting harder in a market with fewer predictable leases
  • Where insurers and pension funds are quietly diverging in strategy, despite both being labelled "long-duration capital"
  • What would have to change for this investor base to meaningfully increase its real estate exposure from here