London Calling: Investing in Europe’s resilient markets
About this episode
The episode discusses investment opportunities in Europe's resilient markets amidst high interest rates.
What do “higher for longer” interest rates mean for investors? CBRE Investment Management’s Achal Gandhi and Rik Eertink break down the practical ways they identify and pursue opportunities in the living, logistics, office and retail sectors across Europe, in both direct and indirect execution formats. The latest market data from Europe reveals that NOI growth remains the primary driver of investment performance. A K-shaped economic recovery is creating opportunities in both necessity-based and luxury real estate. Secondary investment opportunities in Europe offer investors access to assets at a discount and positive yield spreads. Asset operations are critical for enhancing value. A focus on niche sectors—student housing, healthcare and industrial outdoor storage—enables investors to capitalize on current demand and demographic trends.
People in this episode
Guests: Achal Gandhi, Rik Eertink
Topics covered
- investment strategies
- real estate markets
- economic recovery
- NOI growth
- sector opportunities
Keywords
- interest rates
- NOI growth
- real estate
- K-shaped recovery
- secondary investments
- niche sectors
Mentioned in this episode
Organizations: CBRE Investment Management
Places: Europe, London
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