Europe

Evolving real estate markets offer attractive opportunities for stable, risk-adjusted returns through net lease deals, say Lodge Quai’s Thomas Reckers and David Leshnick.

The departure came after the biggest UK life and pensions provider combined its infrastructure and property teams and appointed Manuel Dusina as head of real assets.

Contrary to popular belief, a significant majority of commercial real estate buildings have a future life, says Jacob Loftus, founder and CEO of General Projects.

Current geopolitical volatility presents ‘short-term pain’ for the region, said Zsolt Kohalmi, global head of real estate and co-CEO at Pictet.

The record fundraise bests a previous mark set by Goldman Sachs as the manager aims to take advantage of tariff turmoil.

The pension’s 2025 pacing plan ‘assumes we’re essentially at the bottom,’ said real estate investment officer Chris Ebersole.

Warehouse giant Prologis expects to slow development as leasing lags, but says trade war will ultimately spur demand for its properties.

Despite the lack of deal volume and build-up of dry powder in the sector, there remain parts of the market where borrowing needs are not being met.

The firm is aiming to raise as much as €700m in the next two years for its first dedicated credit strategy.

The fallout from Trump’s tariffs policy threatens to further delay a real estate recovery, but not everyone expects a slowdown to occur.