Europe

7 key themes in industrial and logistics real estate

Strong returns are on the horizon for the resilient and dynamic sector.

Emerging industrial trends highlight an investable sector

Logistics and industrial real estate fundamentals remain strong heading into 2025, explain Greenberg Traurig’s real estate funds practice group’s Steven Cowins and Rachel Whittaker.

Lazard: Fundraising momentum is building

Institutional appetite continues its recovery as conviction builds into 2025, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

Perspectives 2025: What investors want from real estate is changing

Investors’ top risk factors, favored sectors and performance expectations from private real estate are shifting as the industry finds a path to recovery.

Hotel fund formation evolves amid market growth

As more investors look to add hotels to their portfolios, managers are adjusting their approach to investment structures.

Hotels are back – this time for a long stay

Encouraged by shifting market conditions and resilience to economic challenges, managers and investors are backing the sector to deliver strong returns in the next cycle.

Former Berkshire Global executive launches new firm

Ted Gooden, whose business Växa Partners will focus on M&A advisory and strategic consulting, expects ‘very transformative’ deals over the next five years.

Verdion on navigating the European logistics recovery

Stabilizing logistics markets and a recent lack of supply are providing new opportunities, say Verdion’s Simon Walter and Jonathan Harris.

Link pushes beyond Hong Kong and China

Currently, the two markets account for nearly 90% of the firm’s existing REIT portfolio.

Opportunity, complexity characterize Europe, says abrdn

Fundamentals remain strong and investment activity is picking up, but specialist knowledge is crucial to unlocking performance, say abrdn’s Robert Cass and Tritax’s Henry Stratton.