Staff Writer
Portugal and other Southern European countries are ripe for a repositioning play thanks to changing market dynamics, say Arrow Global’s John Calvao, Thomas Rubi and Marten Foxon.
Despite the current challenges in hospitality, there are significant opportunities for well-capitalized owners, says Rockbridge’s Jim Merkel.
Operational leverage and expertise are key to maximize value creation for real estate investors, says Eurazeo’s Pierre Larivière.
Local partnerships with the right people can make all the difference, say Ethan Leibowitz and Adam Peterson at JEN Partners.
But mirroring the overall commercial real estate sector, residential fundraising totals have been trending down since 2021.
Demographics and aging stock support residential private lending across Europe, says Arrow Global’s Ellis Sher.
A confluence of positive drivers means there has never been a better time for European net lease investment, say Lodge Quai’s Thomas Reckers and David Leshnick.
The sector’s consistent income and ‘sleep-well-at-night’ risk profile make it appealing to a wide pool of capital allocators, say USRA’s David Grazioli and Justin Arasin.
Investors appear to be flocking back to net lease strategies as market dynamics drive robust opportunity in the field, explains Gordon Whiting of TPG Angelo Gordon.
A shift from passive to active ownership models is key to achieving operational excellence at the asset level, says Schroders Capital’s James MacNamara.