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Stuart Watson

Capital providers and their managers are seeking fresh pockets of value as fundraising in the sector dips.
Nordics roundtable May20
Nordic managers discuss crucial early correspondences in PERE’s first virtual roundtable as the regional market begins to evaluate the impact of coronavirus.
Participants in PERE’s Europe roundtable consider the best method to deploy capital in an expensive and undersupplied market.
Investor appetite for last-mile logistics is at a peak, but assets are hard to find, just one of the factors shaping investor strategies in an emerging sector.
To avoid being swamped by information, managers are turning to increasingly effective digital solutions, say Deloitte Consulting’s head of US real estate John D’Angelo and Alan James, senior vice-president at RealPage.
Digital innovations mean investment professionals have vast quantities of data, but the right tools and analysis are essential to create higher returns, argue Allianz Real Estate’s Alexander Gebauer and Nuveen Real Estate’s Jack Sibley
Ignore the increasingly feverish political climate: a healthy US economy is still a big draw for investors in the Americas, argue executives from Allianz, Ivanhoé Cambridge and MIRA Real Estate.
Modest growth is expected in European property markets as macro-economic momentum dissipates, but the sector still offers attractive returns, say experts from Allianz, Ivanhoé Cambridge and MIRA Real Estate.
While the indicators for the wider German economy deteriorate, the real estate market continues to be supported by low interest rates.
A pall of gloom hangs over retail but some see value in the asset class. Are its fortunes about to turn?
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