Allocation Strategy

Diverging regulations, affordability strains and supply constraints are creating sharp performance gaps across European residential markets, say Henrik Orrbeck and Lahcen Knapp.

Inside: How Japan’s real estate market is entering a new phase defined by operational performance, rental growth and disciplined execution; Expert comment from LaSalle, Seven Seas Advisors and Alyssa Partners; And much more…

After a period of repricing, residential real estate is reasserting itself globally as a key pillar of diversified investment portfolios, says UBS’s Fergus Hicks.

CSC’s Glenn Riley said ‘the market has turned’ as the investor looks to increase deployment in the asset class.

By acquiring a minority stake in Blackstone’s French logistics platform Proudreed, the Canadian pension fund is exploring ‘creative ways’ to invest in Europe, says regional head of real estate Tom Jackson.

The Korean owners of Belgium’s largest office asset allege the building’s lenders placed undue pressure on valuers to trigger a cash trap event.

The manager is targeting high single-digit IRRs by lending against transitional real estate through its latest fund and associated vehicles.

Since her promotion to CEO of AEW Europe, Vanessa Roux-Collet has made plans to expand the firm’s product range.

Reforms under consideration could see more investments in the strategy with the introduction of an ‘emerging covered asset class.’

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