Regulation & Legal

Real estate investors are pivoting to specialist residential sectors as supply, demographics and rates reshape risk-return dynamics across markets, say Macquarie Asset Management’s Erin Ledger-Beaupre, Brendan Jones and Justin Ayre.

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

There is a critical supply-demand gap in European essential living sectors, say Octopus Capital’s Michael Toft and Cristina Perez-Liz.

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.

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.

Participants in PERE’s roundtable say a combination of public investment and regulatory reform could help to revive Germany’s stalled economy and real estate market. But they also fear a fragile recovery could be derailed by global events.

Real estate asset management is undergoing a structural transformation as data, technology and AI shape how value is created.

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

With demand imbalances and capital dynamics reshaping property markets across China, managers with operational expertise and fund management capability are finding new pathways to value creation, says DNE Group’s Martin Chen.

With transactions subdued and development limited, the industry is turning to conversions, retrofits and repositioning strategies to drive income and unlock value, reports Giovanni Legorano.