Europe

Capital raised for value-add real estate strategies has remained steady in recent years, PERE data shows, but investors shifted a larger share of commitments toward data centers and retail assets over the past 12 months.

Investors and managers are preparing their private real estate portfolios for the risks – and the opportunities – inherent in a potential shock to AI’s steep growth trajectory.

Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

From offices to student housing and healthcare, AI’s advance is changing the outlook for various property sectors.

With transactions subdued and development limited, the industry is turning to conversions, retrofits and repositioning strategies to drive income and unlock value, reports Giovanni Legorano.

As the dust settles on BNP Paribas’ acquisition of AXA IM, Isabelle Scemama says aligning different types of capital is a priority for the group’s recently merged alternatives business.

The vehicle is more than five times the size of its predecessor, and will be invested in triple-net lease industrial and logistics assets across Western Europe.

In this episode of The PERE Podcast, LaSalle’s Isabelle Brennan and Nuveen Real Estate’s Christian Janssen pinpoint opportunities in the market as it enters a new cycle.

The PERE Podcast takes a look at the interest rate road ahead with LaSalle IM’s Brian Klinksiek as more potential for global real estate capital market strain builds on the back of central bank decision-making and economic pressures from the war in Iran.