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Europe’s real estate reset: Capital flows and credit bring cautious optimism

As global investors weigh reallocating portfolios, the European market is entering a new cycle of opportunity, say Arrow Global’s Jay Patel and Cain International’s Arvi Luoma in this PERE Podcast.

Blue Owl on the balance of power in data center markets

Blue Owl’s Matt A’Hearn considers the obstacles and opportunities presented by the data center market’s big power question.

Actis: Navigating Asia’s data center boom

Explosive growth is shaping unique opportunities in the Asia-Pacific data center market, explains Actis’ Thomas Liu.

Principal Asset Management: AI, cloud computing see data center markets mature

Principal Asset Management’s Matt Hackman and Sebastian Dooley see data centers emerge as in-demand asset as a matter of function and investment.

UBS: Europe is not the US when it comes to life sciences

While US life sciences markets cool, Europe’s policy support, talent inflows and stable demand create a resilient investment landscape, says Olafur Margeirsson, head of real estate, research and strategy, EMEA ex-DACH, at UBS.

Opportunities amid the dislocation: Investing in Germany’s property market

Years of overheated development and rising insolvencies have reshaped Germany’s property sector. But there is huge potential for those willing to navigate the challenges, says Bernhard Hansen of Arrow Global Germany.

Mapletree: India is becoming a compelling case for global investment

Quek Kwang Meng, Mapletree’s regional chief executive officer for India, explains how the country has strengthened its footing as a high-return, low-volatility investment destination.

US debt roundtable: Opportunity and uncertainty collide in debt markets

Political volatility and economic instability present challenges for US private debt investors, but participants in PERE’s roundtable remain optimistic.

Macquarie: Focus shifts to local living and logistics sectors

James Kemp, Macquarie Asset Management’s head of APAC real estate, explains why structural trends in Asia-Pacific real estate markets still matter.

Phoenix: Investors target developed markets for accretive returns

Samuel Chu, co-founder of Phoenix Property Investors, notes global change and demographic trends are reshaping APAC investment strategies.