Realcast: Retail and hotels in focus again, resi resilience, timber offers time savings

In the spotlight this week:

Opportunistic investors are giving the retail and hotel sectors more attention says Guillaume Turcas, an assertion illustrated by Tristan Capital Partners £420 million deal within the last few days.

Meanwhile, food retail and retail park resilience appeals to Savills Investment Management, which has just announced retail park purchases in the UK and Spain.

In a new report, Colliers says the residential market is so strong because of the fundamental mismatch between housing demand and supply in Europe, which is driving current massive investment growth that is likely to be resilient, despite the geopolitical and economic uncertainties.

Capital is still targeting Europe, demonstrated by Henderson Park’s €1.25 billion first close for its second European value add fund. And, in further evidence of the strength of residential assets, Hines has made another foray into the Milan apartments market.

And on sustainability, a new report by Cromwell Property Group has extolled the virtues of timber as a sustainable alternative building material that could also shave 25% of building programmes as well as improving ESG credentials.

Property bank Berlin Hyp has published its sustainable finance framework which classifies sustainable financing products in line with the EU Taxonomy. Transforming existing building stock is by far the biggest challenge for the real estate industry.

Click on the video to watch the full discussion or listen to the podcast below.