Europe

The sector faces deepening supply-demand imbalances across Europe and the US, driven by demographic shifts and structural constraints.

Serviced apartments and co-living offer investors a compelling blend of flexibility and stability because of their hybrid nature, says CapitaLand Investment’s Mak Hoe Kit.

Residential demand is resulting in growth opportunities across subsectors in the US and Europe, explain Eric Shepsman and Henrik Orrbeck at Partners Group.

Build-to-rent homes are one of the fastest-growing segments, especially in the US.

The sector is seeing increased interest thanks to its counter-cyclical characteristics and growing opportunities, says Mapletree’s Matt Walker.

Opportunities and challenges abound as the sector evolves through demographic shifts and sustainable development, says Bouwinvest’s Paul van Stiphout.

The wave of consolidation changing the make-up of the PERE 100 and PERE 200 has made follow-on commitment decisions more challenging for investors.

Bigger equity targets, more time in market and M&A activity all had an impact on managers’ diminishing capital raising power.

Big data, tech and AI applications are rapidly evolving from nice-to-have residential features to key components of an investment manager’s DNA.

Uncertainty has shaken the global economy to its core, though from a real estate perspective, residential looks the most resilient, say UBS’s Tiffany Gherlone and Fergus Hicks.