In Europe and around the world, rising interest rates and falling valuations are impacting many commercial property sectors still reeling from the aftereffects of the pandemic, as well as secular changes in the way occupiers use real estate. Shrewd investment managers can help identify which assets, on a case-by-case basis, can result in the greatest returns and which property sectors are likely to pose the lowest risk going forward.
In this episode, Marc Fuhrmann, principal and head of real estate of Arrow Global, returns to speak with Jonathan Brasse, editor-in-chief, real estate at PEI Group, about trends in the ever-changing private equity real estate markets.
This episode is sponsored by Arrow Global
Disruption Matters: The digital promise
Inside the latest PEI 300 of private equity's heaviest hitters
SI Decade: How the secondaries industry can empower women
SI Decade: Why specialised secondaries are poised for growth
Clean energy: More capital will come in 2024
SI Decade: The birth of programmatic secondaries sales
The sustainable boom in private credit
SI Decade: Inside the biggest regulation changes to secondaries
SI Decade: Will the North American market’s dominance continue?
SI Decade: From frustration to longer holds with single-asset continuation vehicles
SI Decade: Zombie funds to continuation vehicles
Delivering flexible capital during difficult times
PIMCO’s François Trausch on decarbonization, banks and ‘pretend and extend’
SI Decade: From financial crisis to secondaries sales
Where banks' multifamily exposure is causing the most 'acute risk'
So you want to launch a new fund strategy?
Where electric vehicles meet infrastructure investing
The figures behind secondaries' second record year
Navigating APAC's 'toughest-ever' fundraising environment
The impact of geopolitics on real estate returns
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast