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Cain on niche strategies coming of age in Europe

The European net lease market is gaining momentum and entering a pivotal phase of growth, says Cain’s Jon Strang.

CIM Group on bridging the yield gap

Net lease real estate is growing in overall appeal, especially for global capital, says CIM Group’s Jason Schreiber.

Arrow Global’s playbook for value-add returns in European hospitality

With structural trends driving tourism volumes, Southern European hotel and resort assets are increasingly in demand. In this podcast, Arrow Global’s John Calvao scrutinizes the opportunities available to investors.

ESR on where logistics is creating value for investors today

As logistics real estate matures across Asia-Pacific, performance is increasingly driven by operational execution rather than market momentum, explains ESR’s Phil Pearce.

UBS Asset Management on designing an alpha-focused investment strategy for the next era

With easy gains fading, investors must rely on asset insight and integrated data to identify true performers, say UBS Asset Management’s Larissa Belova and Matt Johnson.

QIC on how resilient income in Australian convenience retail creates value

Australian supermarket-anchored neighborhood shopping centers offer defensive cashflows, with operational levers for value creation, according to QIC’s Chris Forbes.

Arrow Global on how active management is the edge in Europe’s fragmented real estate markets

As liquidity tightens and pockets of distress emerge, managers are turning to sharper underwriting, disciplined capex and tighter operational control to drive returns, says Arrow Global’s Jay Patel.

PIMCO Prime Real Estate on how understanding micro-locations drives real estate value

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

Redevco on how high-street assets need reprogramming

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

DNE Group on market reset creating new value in China’s real estate playbook

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.