Podcast

Defense spending and real estate: Insights from Expo Real

The PERE Podcast breaks down property investors’ main reason for optimism at the Munich conference this week: a NATO-driven market resurgence.

Growth reversed: Declines hit real estate’s top allocators

The PERE Podcast breaks down a turning point for the Global Investor 100 ranking with guest Dimme Lucassen of Evercore.

Europe’s real estate reset: Capital flows and credit bring cautious optimism

As global investors weigh reallocating portfolios, the European market is entering a new cycle of opportunity, say Arrow Global’s Jay Patel and Cain International’s Arvi Luoma in this PERE Podcast.

QuadReal joins the race for Europe debt exposure with a £2.5bn push

As US and Canadian managers scale up in European real estate credit, The PERE Podcast spotlights recent plays by QuadReal, Brookfield and others, as well as the factors driving them.

Will lower interest rates jumpstart the private real estate market?

The PERE Podcast reacts to a long-awaited Fed cut and spotlights the key considerations for property investors going forward.

‘I didn’t do this to exit. I did this to grow’: Breslauer on Patron’s sale to MEGP

This episode of The PERE Podcast features a wide-ranging interview with Keith Breslauer, as the Patron Capital founder stands on the brink of a new direction for the business.

Morgan Stanley goes local with a $900m bet on Japan

The PERE Podcast spotlights the country’s continued emergence as a hot destination for institutional real estate capital, both domestic and international.

Prime office markets are heating up. Has the comeback arrived?

The PERE Podcast highlights the outcast sector’s renewed momentum in New York, London and beyond, featuring Savills research director Oliver Salmon.

Opportunities amid the dislocation: Investing in Germany’s property market

Years of overheated development and rising insolvencies have reshaped Germany’s property sector. But there is huge potential for those willing to navigate the challenges, says Bernhard Hansen of Arrow Global Germany.

‘It’s an alpha trade’: Private equity comes for logistics REITs

The PERE Podcast breaks down Blackstone’s pursuit of Warehouse REIT amid a string of industrial focused take-privates.