Industrial

Morgan Stanley Real Estate Investing on selectivity rising as investors refocus on fundamentals

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

Cain on niche strategies coming of age in Europe

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

Net lease investors move beyond credit ratings

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

Net lease property buyers increase focus on industrial and essential retail

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

CIM Group on bridging the yield gap

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

EQT Real Estate tops multiple charts with latest fundraise

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

Australia’s Qualitas expands direct real estate capabilities

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

Niam holds first close for ninth Nordic opportunistic fund

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

Prologis’s Arndt: ‘We’re getting ahead of what we see as growing deployment volumes’

The world’s largest REIT raised over $2.6bn of third-party equity in Q1 2026 amid a ‘fantastic quarter’ for investing capital.

MARK holds first close for third Crossbay logistics fund

The London-based manager is targeting its largest-ever fundraise, with CBRE IM’s Indirect business among the first investors in the fund.