Publications: Real Asset INSIGHT

Industry Associations: CEO Outlook 2025

Leaders of industry associations offer their views on the markets, geopolitics and economics for their specific memberships.

Interviews

• Logistics veteran Ian Worboys is back with a new venture – European Green Logistics Space. He talks to Paul Strohm about his ambitious business and sustainability goals.
• Greystar’s Mark Allnutt discusses the firm’s unique ability to own, operate and acquire all types of rental residential assets

CEO Outlook Summit 2025

In a new initiative, Real Asset Media invited industry leaders involved in international markets to London to exchange views on the outlook for 2025.

Logistics

Garbe Pyramid’s research shows initial signs of yield compression and prospects for the asset class are positive.

Plus

• Greece
• Hotels
• Energy
• Artificial intelligence

CEO Outlook 2025

Real Asset Insight’s annual CEO Sentiment Survey has again has provided a fascinating insight into the previous year and the consequent approaches we are likely to see in the year ahead.

• What do Donald Trump’s tariffs mean for real estate?
• What is likely to happen to interest rates this year?
• What are the risks to be aware of? What sectors and countries are likely to outperform?

Outlook 2025 – Central and Eastern Europe

Positive year ahead for Poland and CEE as investors return, economic conditions and real estate fundamentals improve.

Outlook 2025 – Germany

After a difficult 2024 could the German market rebound in 2025? As buyer and seller expectations narrow, there is hope that the bottom has been reached and more transactions will happen.

Outlook 2025 – France

With minimal fallout from price adjustments in the last two years, French asset values are set to rise this year.

Debt finance

Despite interest rate cuts and the availability of alternative lending there is no magic bullet for German market recovery.

Plus

• FDI – Trade wars could impact foreign direct investment
• Senior Housing and Healthcare

And more…

Interview

• Arvi Luoma – Cain International’s head of European real estate equity investment tells Insight about the company’s attitude to competition and risk

REAL FDI

• What Donald Trump’s re-election means for FDI
• News
• Data centres
• Country focus – Saudi Arabia

EXPO Real briefings, including:

• Global trends
• Germany investment
• Debt finance
• News
• Technology, data and innovation
• Cities of the future
• Logistics

And more…

Interview

• Dr Pamela Hoerr, senior general manager at pbb Deutsche Pfandbriefbank, is creating a new investment arm at the bank. She tells Paul Strohm what’s behind the move

Features

• Swiss Life Asset Managers – Retail and e-commerce remain major drivers of demand for logistics space, but it is crucial to consider environmental solutions at an early stage
• Artificial intelligence – NTrust Infotech’s Sri Ramachandran dispels some of the myths around AI
• Union Investment – The German real estate market is showing the first signs of recovery

REAL FDI

• Sustainability now a key factor in site selection for investors
• City focus: Paris, Katowice, Newcastle, Eindhoven
• Country focus: Iceland

Plus

• European logistics
• Netherlands
• Senior Housing & Healthcare
• News
• People moves

Interview

• In a wide-ranging interview, Ben Bannatyne, president of logistics specialist Prologis, talks to Insight about the challenges and opportunities facing his company and the sector in general.

Features

• The rise of the alternative property sector
• Alternative investment – A new concept in car washes could be about to land in Europe

REAL FDI

• UN Trade & Development reports indicates improved 2024
• Interview: Khaled Abbas, chairman and chief executive of Egypt’s Administrative Capital for Urban Development, discusses the country’s new purpose-built administrative capital
• In depth: FDI fortunes mixed among regions and type

Roundtable

Meeting the future challenges of data – Real Asset Media brought together six tech experts to discuss data. They were unanimous that despite challenges, the importance of data to real estate cannot be ignored

Plus

• CEE Summit 2024
• Spain Real Estate Summit
• Debt finance and investment
• France
• Senior Housing & Healthcare Summit

Logistics Special

• Logistics adjusts to new normal after tough 2023
• Garbe goes beyond warehouses
• Swiss Life Asset Managers – A strategic response to lack of space in urban centres
• ESG becomes biggest driver of change
• INTERVIEW – Where is logistics at? The investment manager’s view

Features

• Investing in existing property becomes the norm
• Digital infrastructure & data centres
• Germany Investment
• Student accommodation

Plus – REAL FDI

• EU accession countries on 20 years of EU membership
• Iceland – Interview with First Lady Eliza Reid
• Netherlands – Eindhoven embraces collaboration
• UK housing

CEO Outlook 2024 – Industry Associations

• Following our last CEO outlook feature in February and this issue, Real Asset Insight sought the views on the market from the chief executives of the leading European associations in both real estate and infrastructure.

CEO Outlook 2024 – Part 2

• More insights from real estate leaders in the second part of our 2024 interviews.

Outlook 2024

• Central & Eastern Europe
• Key Trends & Opportunities

Plus

• European logistics
• Offices – WFH and the struggle for balance in post-covid offices
• Greece bounces back
• Disneyland Paris prepares for sequel
• New series – Data uncovered

CEO Outlook 2024

• Last year’s CEO survey was conducted as the markets fought headwinds that looked set to hinder progress. The list has changed little and, if anything, it has grown. Rising interest rates have become high interest rates. And high energy and construction costs, inflation, and national economies with low-to-no growth, remain.The war in Ukraine persists and the geopolitical threat of conflict in the Middle East, and its potential to disrupt supply chains, can be added to the list.Our annual survey of real estate chiefs reveals their thoughts on the previous year and what 2024 might hold for markets across Europe.

Plus

• Outlook 2024 – France
• Outlook 2024 – Germany
• Outlook 2024 – Italy
• Debt finance
• Foreign direct investment

CEO Interview

• Apcoa chief executive Philippe Op de Beeck explains how changing city trends and the drive to net zero are breathing new life into car parks

Features

• Central and Eastern Europe
• EXPO Real briefings: Germany; European logistics; Residential; Debt finance; Proptech; Alternative investment; Global capital flows
• RealFDI: FDI opportunities as tourism industry reignites
• Sustainable buildings

Plus – Living Retail

• Proptech: Four solutions for future shopping centre management
• Ingka Centres outlines its strategy after Brighton acquisition
• Seville’s new VIA extension

CEO Interview

• Sophie van Oosterom tells Paul Strohm how Schroders Capital has the experience and flexibility to overcome global risks and continue delivering for tenants and investors

Features

• European logistics
• CEE Summit
• Netherlands
• Virtual logistics
• EPRA conference

Plus – REAL FDI

• Three trends impacting FDI and real estate
• Holland Metropole
• Scottish cities
• Interview – Sergiy Tsivkach, UkraineInvest

Listed Sector

• EPRA’s Lourdes Calderón Ruiz  assesses where we are at with global sustainability reporting
• Interview: Morgan Stanley’s Simon Robson Brown on REITs

Features

• How Birmingham is tackling its housing shortfall – and is it enough?
• Stranded assets: Real estate’s €1.5trn timb bomb
• Navigating complex ESG reporting landscape

Plus

• CEE Summit
• ULI Europe conference
• Iberia Summit
• Future trends: Logistics enters new phase
• Proptech – Tenant apps
• Country focus – France
• European Debt Finance & Investment
• Senior Housing and Healthcare Association Summit

Logistics real estate special: Features

• Can logistics overcome PV challenge?
• Three markets buck the trend and drive long-term growth
• Engines of the global economy become beacons for cities and regions
• How logistics assets can evolve to meet our big challenges
• Future of logistics is sustainable hubs that support communities

Logistics real estate special: Interview

• Michael Hughes, Verdion

Special section: Real FDI

• Joining up of FDI and real assets brings opportunities
• Greenfield FDI fuels post-covid logistics surge
• Interview: Ihor Terekhov, Mayor of Kharkiv

Plus

• Debt finance
• Germany Outlook
• Residential

CEO Outlook 2023 – Industry Associations

• Following our last CEO outlook feature in February, Real Asset Insight sought the views on the market from the chief executives of the leading European associations in both real estate and infrastructure.

Interviews

• Rob Rackind, Credit Suisse
• Rainer Nonnengässer, Amro Partners

Special feature

• Europe and Asia: Capital, ESG and key trends

Plus

• Debt finance
• Global Outlook 2023
• France Outlook
• FDI Insight

CEO Outlook 2023

• Real estate chiefs give their views on business after a tumultuous 2022, how they see the market now and their goals in the face of new challenges
  

Executive Interview

• Erwin Buckers – How Chainels went from start-up to Europewide proptech

Plus

• France
• Italy
• Netherlands
• European logistics

EXPO Real Review

CEO Interview

• LaSalle Investment Management European CEO Philip La Pierre discusses how data and skills will be critical to making the right investment calls in a rapidly changing market

Thought Leader: Valérie Jonkers

• Long leases, stable dividends and ESG make the healthcare sector attractive, says Care Property Invest’s COO and executive director

Plus

• Central and Eastern Europe
• European logistics
• Netherlands
• Residential
• Student accommodation
• Future of office

SPECIAL SUPPLEMENT – LIVING RETAIL

• Battersea Power Station
• Interview: CBRE Investment Management’s Eric Decouvelaere
• Retail Attractiveness Index

EXPO Real 2022 edition

Global outlook

• Despite multiple global challenges, allocations to real estate continue to increase as European assets are seen as cheap by US investors

Executive Interviews

• Sonja Warntges, chief executive Europe of DIC Asset, discusses the challenges facing offices and logistics and how she is tackling diversity and ESG

Plus

• European logistics
• Netherlands
• Residential
• Student accommodation
• Life sciences

Listed Sector Focus

• Public companies show their resilience having learned the hard lessons of the 2008-09 GFC

Executive Interviews

• Shobi Khan, Canary Wharf Group
• Tom Maher, PATRIZIA
• Brian Klinksiek, LaSalle Investment Management

Plus

• Lifecycle Project Delivery
• European Outlook
• Logistics
• Expo Real Preview
• France
• Insights from Provada

Logistics Focus

• Sector remains resilient: Demand contributes to record rental growth, which compensates for rising costs
• Buildings key to sustainable logistics
• Global events highlight need to rethink supply chains

Executive Interviews

• Henning Koch, Commerz Real
• Edward Bates, STAM Europe

Plus

• European Debt Finance
• CEE Summit
• Global Capital Flows
• Residential
• Germany
• Future of the Office

CEO Outlook 2022 – Industry Associations

• Following our last CEO outlook feature in February, we have now sought the views on the market from the CEOs of the leading European associations in both real estate and infrastructure

Executive Interviews

• Ben Bannatyne, Prologis
• Alex Jeffrey, Savills Investment Management

Profile

• German investment and asset manager KGAL

Plus

• Logistics
• Global Trends
• CEE
• The Netherlands
• Germany
• Assets in CEE

CEO Outlook 2022

• Real estate chiefs give their views on business in the pandemic, how they see the market now, and their goals in the new normal
  

Executive Interview

• Cromwell Property Group’s Pertti Vanhanen

Plus

• France
• UK Senior Housing
• Transport Infrastructure
• Debt Finance
• Assets in CEE

CEO Interviews

• Cofinimmo’s Sébastien Berden
• McArthurGlen’s Joan Jove

Retail Special

• Clicks-to-bricks: offsetting business risk;
• McArthurGlen: ‘A lot of retail will thrive in this new era’
• European retail turns a corner
• Five trends shaping retail’s post-pandemic future

Plus

• Glasgow and COP26; Germany & Netherlands
• Student Housing; Residential
• Data Centres; Logistics

• Special Report: Germany
• Insight & Strategy: Netherlands
• Insight & Strategy: European Logistics
• Insight & Strategy: Regenerating Cities
• CEO Interviews: Hines, Corestate, P3
• Thought Leader interviews
• People moves

• Preview: IMPACT
• Senior Housing & Healthcare
• Hotels & Leisure
• Investing in Cities
• Listed Sector
• Expo Real Preview
• Investing in Italy
• Thought Leader interviews
• People moves

• Infrastructure special
• Olivia Business Centre
• Thought Leader interviews
• Senior Housing & Healthcare
• Resilient Retail
• Affordable Cities
• The Future of Logistics
• Debt Financing
• Student Housing
• Investing in France
• People moves

• Logistics Investment
• Senior Housing & Healthcare
• Global Capital Flows
• Investing beyond the crisis
• NEW: People moves

• Impact Investment
• Healthy Cities / Thinking Cities
• Italy’s hospitality returns
• Outlook 2021 CEE, UK, NL, F, Iberia
• NEW: People moves

• The rise and rise of CEE
• Tech unlocks office return
• Top 100 PropTech firms
• Germany Outlook 2021

• A new direction for Real Estate
• Gauging sentiment in post-Covid world
• Edinburgh BioQuarter’s 1bn GBP opportunity
• Insight & Strategy

• E-commerce comes of age
• Covid-19 pandemic: Preparing for the fallout
• Italy Special
• Debt Finance & Investment

• To the power of five (5G Networks)
• Coronavirus hits Real Estate
• Pricing climate change in CRE
• A decade of record investment

• Conservatives win UK election
• Co-working Dicken’s of a year
• Germany’s matchmakers
• Pro-business Porto reaps rewards

• Germany’s hidden champions
• South Korea’s investment wave
• Frankfurt’s high aspirations
• Plus ca change?

• Institutional interest grows for beds to rent
• Investors craft late cycle strategies
• Interview – Swiss Life AM
• The rise of logistics

• Five big themes for 2019
• Logistics – Property’s disruption winner
• Marker Momentum Remains