Insights
Perspectives on private equity, corporate transactions, strategic capital and long-term ownership.
European Real Estate: Income Growth Over Yield Compression
European real estate returns are becoming increasingly income-led as persistent long-term rates limit broad yield compression. Asset quality, rental growth and active ownership are therefore carrying greater weight.
Private Equity Real Estate: Discipline Beyond the Cost of Capital
Improving financing conditions are supporting European real estate activity, but private equity real estate returns increasingly depend on asset-level income, operational execution, capital discipline and realistic exit assumptions.
The Economics of Asset Repositioning in European Real Estate
Asset repositioning can create value where location, capital expenditure and occupier demand support the same investment case. A discounted property is not automatically a value-add opportunity.