Opportunistic

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.

Cain on niche strategies coming of age in Europe

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

How net lease investors are recalibrating for a complex market

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

AI disruption reshapes tenant risk in net lease

Investors are reassessing industry exposure as automation and technological changes challenge long-term occupier viability.

Private real estate is seeing a mismatch between sentiment and performance

The asset class is now viewed in a notably more positive light, despite the fact returns have yet to bounce back.

Australia’s Qualitas expands direct real estate capabilities

Jesse Curtis will lead a platform designed to bring asset management in-house and focus on products offering stable, income-producing investments.

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.