Technology

The PERE Podcast unpacks how Sixth Street is refining its real estate platform amid a wave of macro geopolitical volatility, AI adoption, data demand and broader private credit turbulence.

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.

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

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

Investors are reassessing industry exposure as automation and technological changes challenge long-term occupier viability.

The data center giant’s $3.25bn debut fund adds to a growing cohort of listed specialists making significant inroads in private real estate capital markets.

The new reality of value creation and asset management reflects a broader shift away from passive ownership and toward hands-on management as the main driver of returns.

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

Real estate managers accept that NOI growth is critical to investment performance, and now innovators in the sector are capturing a greater share of the operational upside.