Net Lease

‘Scale matters’: Apollo’s Bridge deal shakes up the debt and equity markets

In this episode of The PERE Podcast, Lucy Scott, Greg Dool, Samantha Rowan and Daniel Cunningham discuss private real estate’s latest mega-merger.

DOWNLOAD: Investor appetite for real estate wanes as allocations dip

Six in 10 institutions are now underweight in the asset class, but just 34% plan to up their investment in 2025.

TPG to step up real estate deployment with $15bn of dry powder

Included in the firm’s arsenal of capital is $2.5bn raised for two Asia real estate funds following its acquisition of Angelo Gordon.

Lodge Quai: The time is ripe for net lease

A confluence of positive drivers means there has never been a better time for European net lease investment, say Lodge Quai’s Thomas Reckers and David Leshnick.

US Realty Advisors on the stability of net lease

The sector’s consistent income and ‘sleep-well-at-night’ risk profile make it appealing to a wide pool of capital allocators, say USRA’s David Grazioli and Justin Arasin.

TPG Angelo Gordon on the increasing opportunity in the net lease space

Investors appear to be flocking back to net lease strategies as market dynamics drive robust opportunity in the field, explains Gordon Whiting of TPG Angelo Gordon.

Retail net lease could enter rough waters

The sector is getting used to higher interest rates and cap rates, but uncertainty remains.

Three key trends in the net lease sector

The stability net lease offers in a time of high inflation is just one reason the strategy’s time has come.

Stabilizing markets will suit net lease strategies

Better interest rate outlooks and burgeoning opportunity in European and Asian markets are boosting interest.