Sectors

Blue Owl Capital on managing risk on net lease’s new frontiers

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

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.

Net lease investors double down on due diligence

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.

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.

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.

Heatwaves are disrupting valuation assumptions

Climate risk modeling for retail assets focuses on the building. What it misses is the income, writes Sophie Taysom, founder of London-based climate and sustainability advisory firm Keyah, and Dean Magee, chief data scientist at Melbourne-based data analytics firm Geografia.

Ares Management to buy retail-focused Whitestone in $1.7bn deal

The transaction marks the third privatization of a retail-focused REIT by a top 10 PERE 100 manager over the past year.

Holland Piazza: Singapore’s colorful mall marks a rare change in ownership

Fresh investment fuels the neighborhood’s retail and cultural comeback.

Ares holds final close for US and European value-add funds

The vehicles are the largest in their respective fund series, with US XI also representing the firm’s largest-ever capital haul for a closed-end real estate fund.