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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.

Differences between the US and Europe are shaping how investors price risk, structure deals and assess emerging sectors, say W. P. Carey’s Christopher Mertlitz and Zachary Pasanen.

New capital sources are expanding the reach of net lease market strategies as demand grows for predictable returns, explains Realty Income’s Jonathan Pong.

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

Tenant strength, asset quality and demand drivers are increasingly shaping where real estate investors find durable income, says Morgan Stanley’s David Gross.

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

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

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.

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

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.