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The PERE Podcast

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The PERE Podcast
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  • 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.
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  • Opportunities amid the dislocation: Investing in Germany’s property market
    This episode is sponsored by Arrow Global Germany’s property market is facing the highest insolvency rate in Europe. Years of cheap credit and rising prices encouraged aggressive development, but when interest rates jumped, buyers paused, sales collapsed and projects ran out of cash. The result: a wave of bankruptcies across the sector. However, in this episode, CEO of Arrow Global Germany Bernhard Hansen explains that there’s opportunity within this dislocation. Stalled projects and smaller developments are waiting for investors with the expertise and capital to finish them. With housing demand far outpacing supply, especially in cities like Munich, he believes there is still strong long-term potential. That potential of course comes with challenges: stricter sustainability rules, tougher financing conditions, and wary buyers mean projects take longer and require deeper due diligence. Yet Hansen is optimistic. International investors and alternative lenders are stepping in, and he says the correction is less of an ending, and more of a recalibration of Germany’s real estate market.
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  • 'It's an alpha trade': Private equity comes for logistics REITs
    Blackstone is emerging as the victor of a months-long tussle for control of UK-listed investment trust Warehouse REIT – just the latest publicly traded industrial real estate firm to be snatched up by private equity over the past year. Indeed, private asset managers have been on a public-market tear in the sector, from Brookfield’s pursuit of UK warehouse owner Tritax EuroBox, to Starwood and Sixth Street’s take-private of Asian logistics giant ESR, to last week’s news that Sixth Street is advancing an unsolicited bid to acquire Boston-based Plymouth REIT and its 36 million-square-foot US warehouse portfolio. This episode spotlights this trend, including a recap from PERE Deals editor Guelda Voien of Blackstone’s on-again, off-again chase for Warehouse REIT, a look at Sixth Street’s emergence in the space, and broader analysis from PEI Group real estate editor-in-chief Jonathan Brasse and Principal Asset Management’s head of real estate research and strategy Rich Hill.
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  • Inside a landmark £4.7bn UK property fund merger
    London-based asset managers Legal & General and Federated Hermes announced on Monday that the Federated Hermes Property Unit Trust had merged into the L&G Managed Property Fund, creating a single platform with a value of £4.7 billion ($6.3 billion; €5.3 billion). In this episode, the editorial team digs into the details of this story, which involves two of the oldest and largest open-ended property funds. Listen as we reflect on what the deal says about the evolution of the country’s pension schemes and their shifting preferences regarding private real estate. Despite both funds being long-established – the L&G MPF in 1971 and FHPUT in 1967 – a key difference between the two vehicles is the nature of their investor base. The majority of MPF’s investors are defined contribution pension schemes. With DC plans, members’ retirement income is determined by a combination of contributions and investment returns, while FHPUT comprises mostly defined benefit pension schemes, as well as local government pension schemes. Listen as Charlotte D'Souza and Joe Marsh join Lucy Scott to discuss how changes in the UK pensions landscape have shaped the opportunity. The team also explores how this merger – which is a rare event – was achieved. Plus, we'll hear from Michael Barrie, head of real estate, UK and Europe at L&G, who spoke to PERE soon after the announcement to explain the changing landscape for DB and DC schemes and how L&G has responded to it.
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  • 'Those just starting are behind': Private real estate eyes a 401(k) windfall
    US fund managers have responded optimistically to president Donald Trump’s executive order last week aimed at allowing 401(k) and other defined-contribution retirement plans greater access to alternative investments, including private real estate. Carlyle Group is “super enthusiastic,” said its chief executive Harvey Schwartz, who also praised the move as “long overdue." Some managers, like Blue Owl Capital and Goldman Sachs Asset Management, have already been working to tap into this market with announcements in recent months of new initiatives aimed at including private assets in retirement plans. Despite the optimism, questions remain around the potential regulatory framework and guardrails, the overall appetite for private real estate equity and credit, where 401(k) capital might fit into real estate managers’ portfolios, and the types of products that will need to be created to capture it. This episode seeks to break down the possible answers, with perspectives from Samantha Rowan, editor of PERE Credit, and Bill Myers, Washington, DC correspondent for affiliate title Private Funds CFO. Later in the episode, we also hear from Hannah Schriner, managing principal at consultant Meketa Investment Group and head of the defined contribution practice group, for more on how real estate can fit into 401(k) plans and how fund managers can best position themselves to serve them. Also read: PE Hub: Apollo, Blackstone Carlyle, KKR enthusiastic about 401(k) plan executive order Private Funds CFO: In the Loop: Trump’s retail hard launch PERE Credit: Principal white paper makes the case for CRE debt A note from Meketa: The views and information discussed in this podcast are for informational and educational purposes only. They should not be considered, or relied upon, as financial, investment, tax, or legal advice. Listeners should consult with their own professional advisors before making any financial decisions. The opinions expressed by guests are their own and do not necessarily reflect the views of the hosts or affiliated organizations.
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About The PERE Podcast

The PERE Podcast features a weekly discussion between members of our senior editorial team spanning formation, strategy and deployment, and regularly draws from the ongoing coverage of PERE, as well as affiliate titles PERE Credit and PERE Deals. We also occasionally host sponsored interviews providing analysis-led commentary about the biggest events in private real estate capital markets around the world.
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