Europe

Savvy global investors are cultivating alliances with local experts to capture investment opportunities as they gear up to navigate the next real estate cycle.

Changing regulatory conditions in Europe are shaking up the real estate asset manager landscape through M&A.

Amid a shifting geopolitical landscape, the mega manager is taking a different approach to how it sets up its logistics businesses.

The European retail real estate market has experienced a complex evolution, driven by macroeconomic pressures, geopolitical instability and shifting demographics, says Redevco’s Thierry Cahierre.

Current market dynamics offer the opportunity to acquire ‘special sits,’ assets at attractive yields-on-cost, says Arrow Global’s Stefano Giardina.

In times of uncertainty, data offers clarity and shows real estate is making progress on decarbonization and energy efficiency, says Edward Allen, chief revenue officer at Measurabl.

Geopolitical chaos overshadows the discussion around the outlook for private real estate debt markets in Europe.

Opportunities abound for sale-leasebacks in the European and US regions, but investors need to stay nimble, say W. P. Carey’s Christopher Mertlitz and Tyler Swann.

Despite its size relative to the US, it is possible to grow a platform capable of generating stable returns in Europe, explains Cain International’s Arvi Luoma.

Although the US remains the largest market for net lease investments, the strategy is steadily gaining interest in Europe and Asia-Pacific.