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Macquarie Asset Management on how housing pressure is pushing capital into niche strategies

Real estate investors are pivoting to specialist residential sectors as supply, demographics and rates reshape risk-return dynamics across markets, say Macquarie Asset Management’s Erin Ledger-Beaupre, Brendan Jones and Justin Ayre.

Partners Group on success in living sectors coming from leasing

Diverging regulations, affordability strains and supply constraints are creating sharp performance gaps across European residential markets, say Henrik Orrbeck and Lahcen Knapp.

Octopus Capital on how private capital is providing an essential solution to the European residential sector

There is a critical supply-demand gap in European essential living sectors, say Octopus Capital’s Michael Toft and Cristina Perez-Liz.

UBS on how the residential sector is a natural anchor for portfolio construction

After a period of repricing, residential real estate is reasserting itself globally as a key pillar of diversified investment portfolios, says UBS’s Fergus Hicks.

Savills on how European residential is a source of stability

The war in Iran is just the latest in a line of market-rattling global events to challenge the resilient European residential investment markets, according to Peter Allen and Richard Valentine-Selsey with Savills.

Germany roundtable: The challenge of unlocking the country’s potential

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.

W. P. Carey: The balancing act between deployment and discipline

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.

Realty Income on wedding public and private capital

New capital sources are expanding the reach of net lease market strategies as demand grows for predictable returns, explains Realty Income’s Jonathan Pong.

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.