Inflation

Hamid Moghadam, however, is less concerned about the direct impact of tariffs on China. 

Once more of a rarity in fundraising, rolling first closes are increasingly becoming a make-or-break factor for managers during a difficult capital-raising environment.

Despite the current challenges in hospitality, there are significant opportunities for well-capitalized owners, says Rockbridge’s Jim Merkel.

Formerly niche, student and senior housing are suddenly topping many investors’ wish lists, says Kayne Anderson’s Al Rabil.

After a period of political and economic turbulence, not to mention real estate market paralysis, participants in PERE’s UK roundtable anticipate calmer waters ahead.

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.

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.

Japan remains the top choice in Asia-Pacific, despite tight cap rates and rising interest rates.

The sector is getting used to higher interest rates and cap rates, but uncertainty remains.

Investors seek stability with net lease transaction types able to stand the test of time.