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2025. 10. 01.

Europe’s real estate reset: Capital flows and credit bring cautious optimism

This episode is sponsored by Cain International and Arrow Global After several years defined by rising rates and pricing uncertainty, Europe’s property market may be at an inflection point. Jay Patel, managing director at Arrow Global, and Arvi Luoma, who heads Cain International’s European investment committee, share perspectives on how capital is rebalancing toward the continent in this special episode. Patel notes that allocators from the US, Middle East and beyond are looking to Europe in ways they weren’t just a year ago, opening the door for both credit and equity strategies. Luoma, meanwhile, emphasizes that valuations appear to have bottomed and that green shoots are starting to show as financing conditions stabilize. The two also highlight where opportunities are clearest: Germany’s distressed construction projects, Southern Europe’s structural tourism boom, student housing, and continued undersupply in residential and hospitality. Data centers and logistics remain attractive, while ESG regulation – once seen as a hurdle – is increasingly embedded in business plans, shaping how new assets are built and old ones are repositioned. Taken together, their outlook is one of cautious optimism. Core capital is beginning to return, early movers are testing distressed opportunities, and Europe’s mix of stability, rule of law and long-term demand drivers are drawing greater global interest.

2025. 10. 01.

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36 perc
2025. 07. 31.

Stonepeak: ‘Power scarcity gave data centres their moat’

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Stonepeak chairman, CEO and co-founder Michael Dorrell. Stonepeak is the seventh-largest manager in the world, according to our Infrastructure Investor 100 ranking, and Dorrell is a well-known industry veteran. So perhaps unsurprisingly, a large portion of our discussion focused on how the asset class has been evolving. For example, how strong are the moats of different types of infrastructure assets, and what’s the next best thing if they don’t have a strong moat? Why does Dorrell feel that a scarcity of power actually improved the moats and the longevity of contracts in the data centre sector? How is he feeling about the health of the US renewables sector? What thresholds had to be crossed for Stonepeak, a predominantly North America-focused investor, to branch out into other geographies? And much more.

2025. 07. 31.

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35 perc
2025. 07. 25.

Starwood, Brookfield and real estate’s net-lease boom

Starwood Property Trust’s $2.2 billion purchase of Fundamental Income Properties – a 467-asset, US sale-leaseback platform established by Brookfield five years ago – is just the latest example of real estate managers’ insatiable appetite for net-lease strategies. Given the promise of long-term, resilient and predictable income typically associated with these portfolios, it is not difficult to see why. But how does momentum for net-lease fit into the bigger picture as private real estate market participants adapt to a changing market? This episode dives into that very question, bringing together PERE Deals editor Guelda Voien, PERE Credit editor Samantha Rowan, PEI real estate editor-in-chief Jonathan Brasse and host Greg Dool to analyze not only this latest blockbuster deal, but what it suggests about the types of defensive strategies investors and their asset managers are embracing in an uncertain environment. Also joining the program is Josh Shandell, a senior vice-president at Brookfield who played a key role in Fundamental Income Properties’ formation and its sale to Starwood, to share the mega-manager’s view on net-lease investments – and why this $2.2 billion exit is by no means the last we will hear from Brookfield in the space. Read more about Starwood’s push into the sector in PERE Deals (registration required).

2025. 07. 25.

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18 perc
2025. 05. 30.

How regulatory developments have shifted the European and UK ESG fund landscape

The UK's fund labelling regime under the Sustainability Disclosure Requirements and the European Securities and Markets Authority's new guidelines on the use of ESG terms in fund names have have sparked a wave of renaming, mergers, closures and portfolio reshuffling. On this episode, we are joined by Hortense Bioy, head of sustainable investing research at Morningstar Sustainalytics. Bioy walks us through the most recent regulatory changes and what they mean for the EU and UK sustainable fund landscape. She also discusses the major challenges for asset managers looking to comply with the rules instead of renaming.

2025. 05. 30.

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21 perc
2025. 02. 06.

On the cusp of an infra ‘supercycle’

This episode is sponsored by Ridgewood Infrastructure and I Squared Capital The need for new infrastructure in markets like the United States is immense, and private capital has a big role to play in making it happen. The mid-market may be especially well-positioned to offer that institutional capital a share in the growth potential of the mega-trends shaping the future of global infrastructure. So in this episode, attention turns to this segment of the market. Gautam Bhandari, co-founder and managing partner of I Squared Capital, and Ross Posner, managing partner of Ridgewood Infrastructure, share their insights on how the mid-market has evolved to date, how well it’s stood up in difficult macroeconomic conditions, where to look for those growth opportunities, and why the sector is primed to benefit from a predicted infra supercycle.

2025. 02. 06.

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24 perc
2025. 09. 23.

Will lower interest rates jumpstart the private real estate market?

The private real estate market got a boost last week when the US Federal Reserve lowered its benchmark policy rate for the first time in nine months. It is a welcome shift for a property sector that has spent three years grappling with the consequences of higher-for-longer interest rates. But what are the immediate effects of a return to rate-cutting, and how does it alter forecasts for capital deployment and returns going forward? This episode breaks it all down, with reactions from across the equity and debt sides of the industry. Listen as host Greg Dool chats with PERE Deals editor Guelda Voien and PERE Credit deputy editor Randy Plavajka about the market context for the Fed’s shift and the key indicators for real estate investors in the months ahead. Later in the episode, we hear from Newmark’s managing director of global research, David Bitner, and head of commercial capital markets research, Joe Biasi, for their take on the news and the extent to which it alters the calculus for dealmaking and fundraising in the rest of 2025 and beyond.

2025. 09. 23.

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33 perc
2025. 11. 27.

What will the new SFDR rules mean for investors?

Just over two years ago, the European Commission launched the first step in the long road to reform of the EU Sustainable Finance Disclosure Regulation (SFDR). On 20 November, the Commission's proposed amendments to the law were released. These will introduce concrete product categories and do away with both entity-level PAI reporting and the definition of "sustainable investment". In this episode, Dominic Webb talks to Anne Schoemaker, head of regulatory and investment selection solutions at Morningstar Sustainalytics, and Dennis Baas, head of sustainability strategists at Allianz Global Investors, about the review, how it may affect the market and the next steps for SFDR.

2025. 11. 27.

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24 perc
2025. 09. 05.

Prime office markets are heating up. Has the comeback arrived?

Offices are back in the spotlight this week on both sides of the Atlantic, and this episode explores some of the reasons behind the sector’s newfound momentum in both investor interest and lender appetite. Join host Greg Dool, Real Estate Capital Europe editor Daniel Cunningham and PERE Deals reporter McKenna Leavens as they discuss the latest developments, including Norges Bank Investment Management's acquisition of a Midtown Manhattan tower, a deal announced on Tuesday, as well as surging activity in London, where offices have featured prominently in a hotbed of financing deals in recent days. The episode also features expert analysis from Oliver Salmon, director of global capital markets at Savills World Research, who sat down with co-host Lucy Scott to discuss the driving factors behind renewed investor confidence in the office sector and what this could mean for non-prime office assets and locations.

2025. 09. 05.

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21 perc
2025. 03. 18.

MIPIM 2025: Geopolitical volatility could benefit European real estate

The annual MIPIM conference in Cannes is an important barometer of sentiment for the global real estate market. This year, seven of PERE’s journalists held a combined 100 meetings with leading managers in the real estate industry, spanning both the equity and debt markets. This access to a wide concentration of viewpoints provided the team with insight into how industry stakeholders are really thinking about capital raising and debt availability, as well as their strategies for survival in a climate of continued political and economic volatility. So, what did this year’s MIPIM tell us about the market that we didn’t already know? Listen as Lucy Scott, deputy editor of Real Estate Capital Europe, compares notes with PERE EMEA editor Charlotte D’Souza, PERE Credit editor Samantha Rowan and REC Europe editor Daniel Cunningham. Also read: PERE Credit: No black swans this time but macro fears temper optimism at MIPIM PERE Deals: MIPIM 2025: Beds, sheds and hand-on assets appeal most

2025. 03. 18.

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19 perc
2025. 06. 20.

Market weighs optimism against frustration at PERE Europe

In this episode, we break down the key takeaways from the PERE Network Europe Forum 2025. Some 200 market participants representing private real estate’s top institutional investors, asset managers, lenders and advisers came together at the two-day event in London last week to trade insights and strategies amid rapidly changing global property markets, and we have all the details. Listen as host Lucy Scott sits with PEI’s real estate editor-in-chief Jonathan Brasse and Real Estate Capital Europe editor Daniel Cunningham to explore the conference’s biggest themes, including Europe’s position as a beneficiary of shifting capital flows, where managers are finding opportunities in market volatility and the types of strategies that are resonating most with institutional investors. The wide-ranging conversation features mentions of the perspectives shared by conference speakers including Brookfield chief executive Bruce Flatt, Blackstone managing director David Gorleku, Patron Capital partner Henry Randolph, Ontario Teachers Pension Plan senior managing director Jenny Hammarlund and many more. Enjoy the dispatch, and catch last week’s episode featuring Flatt’s fully unabridged keynote talk here.

2025. 06. 20.

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20 perc

PEI Group is a business intelligence company that informs and connects investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.