Retail

CPP committed significant funds to data centers around the globe as it continued to pare back on retail and office investments.

The Ohio school pension’s CIO believes successful managers in the asset class will need to be ‘effective operators.’

The former Greyhound bus station is being transformed into a multifamily community with added retail space.

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.

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

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

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

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