Regions

David Hodes: ‘Why Chatham? They leaned in heavily on technology’

The PERE Podcast caught up with private real estate capital advisory firm Hodes Weill’s co-founder just days after its sale to financial risk management firm Chatham Financial about why their union made sense.

Germany roundtable: The challenge of unlocking the country’s potential

Participants in PERE’s roundtable say a combination of public investment and regulatory reform could help to revive Germany’s stalled economy and real estate market. But they also fear a fragile recovery could be derailed by global events.

W. P. Carey: The balancing act between deployment and discipline

Differences between the US and Europe are shaping how investors price risk, structure deals and assess emerging sectors, say W. P. Carey’s Christopher Mertlitz and Zachary Pasanen.

Realty Income on wedding public and private capital

New capital sources are expanding the reach of net lease market strategies as demand grows for predictable returns, explains Realty Income’s Jonathan Pong.

Blue Owl Capital on managing risk on net lease’s new frontiers

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

Cain on niche strategies coming of age in Europe

The European net lease market is gaining momentum and entering a pivotal phase of growth, says Cain’s Jon Strang.

How net lease investors are recalibrating for a complex market

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

Net lease investors double down on due diligence

Investors in the strategy are leaning more heavily on corporate financials and real estate performance indicators as the global equity market pivots back toward income resilience.

Net lease property buyers increase focus on industrial and essential retail

Mission-critical assets and niche sectors gain traction as geopolitical uncertainty clouds near-term dealmaking for global net lease investors. By Joanna Hodgson

Sale-leasebacks gain ground as capital pressures mount

Rising refinancing needs, M&A activity and a cost-of-capital advantage are driving demand from both corporates and investors.