Debt

The move to bring Sujan Patel aboard follows the departure of real estate co-head Paul Brennan.

The New York-based firm’s net lease strategy has been a major driver of its real estate capital raising activity.

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.

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

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

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

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

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