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

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.

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

From retail monuments to mixed-use hubs, Europe’s high streets are not in decline but may be constrained by outdated formats, says Redevco’s Séverine Maumy.

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.

In this episode of The PERE Podcast, LaSalle’s Isabelle Brennan and Nuveen Real Estate’s Christian Janssen pinpoint opportunities in the market as it enters a new cycle.

To grasp opportunities in a reset European lending market, lenders need to look beyond their traditional roles, argue Deutsche Pfandbriefbank’s Duncan Pearson and Charles Balch in this episode of The PERE Podcast.

In this episode of The PERE Podcast, Knight Frank’s Jess Qureshi and Reed Smith’s Josh Hughes look at the rise of the financing structure once widely regarded as too risky, and the nuts and bolts of its use by alternative lenders.

Fred Schmidt, managing partner and Asia chairman, and Julie Wong, managing partner and head of global capital raising at BGO, say a wave of non-core assets is creating a deep opportunity set for investors.

Jeff Giller, partner and head of StepStone Real Estate, explains how liquidity constraints and fundraising headwinds are accelerating growth of its real estate investment management business.