The Investment Expo in Berlin, which Andy Watson of Europa Capital attended, saw institutional investors gather with the backdrop of the war in Ukraine and the energy crisis and, not surprisingly, the mood was not positive. “Sentiment was dark and it’s becoming darker throughout Europe”, he said.
On a more positive note, a new INREV/ULI Europe report shows that the European real estate industry is showing a growing commitment to diversity, equity and social inclusion. The survey shows that Europe leads the way, with an impressive 92% of real estate companies already putting in place strong policies and initiatives to address these issues. The pandemic has actually accelerated this trend because it’s put a greater focus on employee wellness and well-being.
Logistics continues to be in the news with Clarion Partners securing new equity commitments of €1.8 billion for its logistics platform. The funds came from investors in North America Europe and Asia, which shows that everyone across the world seems to be still interested in the sector. A North American investor paid €160 million to acquire five logistics assets in Poland from Panattoni.
During a week of political turmoil in the UK, the ARCO conference, which gathered the senior living and retirement community professionals, asked for greater clarity and transparency from the government to enable them to make the long-term investment decisions that need to be made to cater for a fast-growing sector.
Click on the video to watch the full interview or listen to the podcast below.