Sustainable Investing

Entering the next era of operational alpha in private real estate

Real estate managers accept that NOI growth is critical to investment performance, and now innovators in the sector are capturing a greater share of the operational upside.

On the minds of private real estate’s value-add experts

As fundraising remains muted across the value-add strategy, managers and investors emphasize execution, pricing and selectivity as key performance drivers globally.

Energy playbooks pay off big for real estate value creation

Developing a disciplined ESG approach is emerging as a key competitive advantage in managing properties and unlocking real value.

Arrow Global on how active management is the edge in Europe’s fragmented real estate markets

As liquidity tightens and pockets of distress emerge, managers are turning to sharper underwriting, disciplined capex and tighter operational control to drive returns, says Arrow Global’s Jay Patel.

PIMCO Prime Real Estate on how understanding micro-locations drives real estate value

Generating alpha in today’s market means rolling up your sleeves and focusing on local considerations, says PIMCO Prime Real Estate’s Donato Saponara.

Redevco on how high-street assets need reprogramming

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

On the minds of industrial and logistics real estate experts

Industrial and logistics capital is turning more selective as pricing resets, supply tightens and long-term demand drivers reassert themselves, setting the stage for targeted opportunities.

Dream Industrial on powering industrial real estate’s next demand cycle

Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.

IPUT: Dublin’s warehouse supply crunch is under way

With demand far outstripping supply, a structural shortage is fueling rental growth well above the European average, according to IPUT’s Niall Gaffney.