North America

Investors in the strategy are digging deeper into tenant health checks and real estate quality amid rising costs and market uncertainty.

Investors in the strategy are leaning more heavily on corporate financials and real estate performance indicators as the global equity market pivots back toward income resilience.

Mission-critical assets and niche sectors gain traction as geopolitical uncertainty clouds near-term dealmaking for global net lease investors. By Joanna Hodgson

Rising refinancing needs, M&A activity and a cost-of-capital advantage are driving demand from both corporates and investors.

Net lease real estate is growing in overall appeal, especially for global capital, says CIM Group’s Jason Schreiber.

The new hire will replace Randy Hoffman, who left last year after two decades at the real estate arm of Canadian pension plan OMERS.

The asset class is now viewed in a notably more positive light, despite the fact returns have yet to bounce back.

The New York-based firm hit the $900m hard-cap of its JEN 9 fund, thanks to strong repeat investor support.

The firm’s chairman and CEO said physical assets and asset-based credit are better protected from technological disruption than corporate credit.

This week on The PERE Podcast, market participants are grappling with more economic noise as they try to fund and rework capital stacks during a period of rising costs and risk spurred by global geopolitical issues and their local repercussions.