Regulation & Legal

Investors are on alert for a growing number of red flags that extend beyond power and land access to sustainability, cybersecurity and data sovereignty.

Demand remains exceptionally strong, but the industry’s rapid expansion is creating new constraints around power, land, labor and community acceptance.

Rising construction costs are forcing developers to balance project viability with what students can realistically afford.

While university consolidation, reduced competition and predictable demand are key characteristics of both markets, significant differences require a nuanced approach and local expertise, says Landmark Properties’ Walt Templin.

The PERE roundtable assesses how political volatility, shifting capital flows and higher financing costs are changing the outlook for UK real estate – and where value can still be found.

After a significant repricing cycle, LaSalle Investment Management’s Matthew Sgrizzi and Jim Garvey say core equity is offering income yields that institutional investors have not seen in a decade, though risks remain.

With more projects getting blocked or delayed by legislative action, managers consider the ramifications for investment strategies.

This year’s uptick in fundraising activity has a hidden factor – increasingly investor-friendly fund terms.

Recapitalizations are emerging as a way to bridge Europe’s funding gap, combining capital discipline with operating expertise to enable platforms to institutionalize and grow, say Schroders Capital’s Kieran Farrelly and James MacNamara.

Firms which rank among the biggest non-bank lenders to UK real estate are among those contributing to a major stress-testing exercise by the central bank.