Christophe Hamon

The future’s for renters, according to Tom Livelli “Positioning residential investments alongside commercial has the potential to create a more balanced portfolio and smoother return profile,” explains EQT’s Tom Livelli, Partner and Head of Living Strategies, Europe. “Which is especially appealing in today’s volatile economic environment, where investors are navigating stubborn inflation, higher interest rates and geopolitical tensions.” Four catalysts are driving Europe’s residential real estate boom. Find out more: https://ow.ly/9FAr50WGGSH

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Europe’s real estate reset: Capital flows and credit bring cautious optimism   In this special episode of the PERE Podcast, Jay Patel, Managing Director at Arrow Global, joins Avri Luoma, Head of European Investment at Cain International, to assess the shifting landscape of European real estate. With institutional capital rebalancing away from the US and financing conditions improving, both equity and credit strategies are back in focus. While Avri outlines sectoral trends and the return of core capital, Jay brings a capital flows perspective shaped by recent fundraising across global investors. Reflecting on the timing, Jay said: “We’re potentially going into that goldilocks moment... if you invest in a new strategy now, its investment window will coincide with historically lucrative vintages post big traumatic events in the financial system”. For allocators navigating a market defined by uncertainty and opportunity, this conversation offers measured insight into where capital is moving and why.   Listen to the full podcast here: https://lnkd.in/ef8Wey6v

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We’re pleased to announce that CBRE IM Indirect Real Estate Strategies has committed €500 million to the newly launched Redevco European Retail Parks fund, acting on behalf of global institutional clients. This new core+ closed-end vehicle will target high-quality, convenience-led retail parks across Europe and the UK, with a focus on resilient income and long-term value creation. The fund has already closed €200 million in initial investments in the UK and Belgium. Our Indirect Strategies have maintained a significant underweight position to retail globally, reflecting a cautious stance amid prolonged sector headwinds. However, following substantial valuation adjustments and rental resets, we identified compelling opportunities to re-enter the sector at the start of 2025, particularly in non-discretionary formats. This marks another strong step in our Indirect strategy to access compelling opportunities through specialist operating partners. Read the interview with PERE amd Philippe Brand for further information. https://cbreim.co/3ISjyWv

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Operational real estate is reshaping how institutional investors create value and manage risk. In an interview with PERE, Bouwinvest Real Estate Investors CEO Mark Siezen explains how we’ve steadily increased our exposure to operationally managed assets in the international portfolio we manage on behalf of bpfBOUW. The value of a building is ultimately driven by the activities taking place inside it, Mark states, and by understanding and engaging with those operations, we can reduce tenant risk.  Read more: https://lnkd.in/e4jtVx2X #Bouwinvest #PERE

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