Staff Writer

The specialist net lease sector has strong underlying fundamentals, says ElmTree’s Jim Koman.

Residential real estate remains resilient despite the Bank of Japan’s recent rate hikes, says PIMCO Prime Real Estate’s Scott Kim.

Interest in the Japanese market has increased steadily since the GFC, and sentiment remains positive – particularly for value-add players, says TPG Angelo Gordon’s Tetsu Yaoka.

Fundraising has fallen across nearly all real estate sectors, but for those focused on retail-specific strategies, there are still deals crossing the finish line.

Small suites are netting big rent growth amid the retail sector’s resurgence, explain Asana Partners’ Will Ponder and Reed Kracke.

Liquidity is returning to a restructured and repriced European retail sector, once again offering attractive risk-return characteristics, says Arrow Global’s Zachary Vaughan.

Kirill Zavodov, executive vice-president and portfolio manager at PIMCO, explores the challenges and the ways to overcome them.

Marc Zahr, co-president of Blue Owl Capital and global head of real assets, discusses disciplined real asset strategies and opportunities for growth in a year marked by rising interest rates and inflation.

CBRE Investment Management’s Achal Gandhi, chief investment officer, indirect real estate, and Line Verroken, senior director, explain opportunities in the world of student housing across Europe.