Formerly niche, student and senior housing are suddenly topping many investors’ wish lists, says Kayne Anderson’s Al Rabil.
Demographics and aging stock support residential private lending across Europe, says Arrow Global’s Ellis Sher.
The residential sector has gained maturity in Europe as it remains resilient despite regulatory and affordability concerns, says abrdn’s Marc Pamin.
The best opportunities are not the riskiest or priciest but those that require the most effort and hard work, says Thomas Stanchak with Stoneweg US.
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.
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.
The return of steady inflation to Japan will put pressure on asset management skills, but there are opportunities across the board, says LaSalle’s Kunihiko Okumura.
A steady economy and record occupier demand for Japanese logistics put the sector in a strong position for the future, say Unified Industrial's Joshua Olsan and Hiroshi Takizawa.