Europe

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

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

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

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.

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

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

Net lease real estate is growing in overall appeal, especially for global capital, says CIM Group’s Jason Schreiber.

With its fifth European logistics value-add fund, the firm has closed the largest private real estate fund globally so far this year.

This week on The PERE Podcast, market participants are grappling with more economic noise as they try to fund and rework capital stacks during a period of rising costs and risk spurred by global geopolitical issues and their local repercussions.

The Nordics specialist is already halfway toward its €1bn target for the fund after around six months on the road.