Sectors

Logistics Property Company: Sovereign wealth funds lean into industrial

Demand for US logistics will remain strong long into the future, say Logistics Property Company’s Jim Martell and Brent Steele.

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.

Macquarie: Local knowledge cultivates global success

Macquarie Asset Management’s James Kemp and Brendan Jones explore the opportunities for enhanced returns in the logistics sector.

Dalfen Industrial: E-commerce is reshaping industrial real estate

Logistics has moved from low cost to high value, and is shaping the future of cities, says Sean Dalfen, chief executive of Dalfen Industrial.

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.

Sixth Street’s ‘Star’ real estate connections

The firm’s C-suite executives may hail from Goldman Sachs, but its property business has multiple links to another industry heavyweight.

Dream Industrial: Inside urban industrial, a study in resilience

Further rent growth is likely across this highly in-demand sector, suggests Dream Industrial’s Alex Sannikov.

ICG Real Estate: The corporate credit route to urban logistics

Sale-leaseback transactions provide investors with access to high-quality logistics assets at beneficial pricing, say ICG’s Greg Minson, Chris Nichols and Adam Golebiowski.

Next Contenders 2025: Asset managers ramping up in real estate

For Sixth Street and Stonepeak, 2024 was a pivotal year for their growing property platforms.

Next Contenders 2025: First-time managers led by experienced executives

Town Lane and Greykite, two start-ups launched by established industry dealmakers last year, defied the odds with early fundraising and deployment successes.