Sustainable Investing

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

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

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.

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

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

Structural demand drivers and focus on supply-chain resilience are reinforcing investor confidence for modern logistics assets in core locations, says Mapletree’s Ralph van der Beek.

Asset granularity is key for investors seeking returns in European logistics markets, explain Crossbay’s Marco Riva, Marcus Meijer and Michelle Doran.

LaSalle’s global head of research and strategy Brian Klinksiek says those looking to buy in the sector are overlooking one important factor.

As demand for affordable housing surges, managers are betting sustainable construction and fixtures can cut energy costs and emissions.