Industrial

Participants in PERE’s roundtable say a combination of public investment and regulatory reform could help to revive Germany’s stalled economy and real estate market. But they also fear a fragile recovery could be derailed by global events.

Differences between the US and Europe are shaping how investors price risk, structure deals and assess emerging sectors, say W. P. Carey’s Christopher Mertlitz and Zachary Pasanen.

Tenant strength, asset quality and demand drivers are increasingly shaping where real estate investors find durable income, says Morgan Stanley’s David Gross.

The European net lease market is gaining momentum and entering a pivotal phase of growth, says Cain’s Jon Strang.

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

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

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

With its fifth European logistics value-add fund, the firm has closed the largest private real estate fund globally so far this year.

Jesse Curtis will lead a platform designed to bring asset management in-house and focus on products offering stable, income-producing investments.

The Nordics specialist is already halfway toward its €1bn target for the fund after around six months on the road.