Real Asset Media Thought Leaders

About Real Asset Media Thought Leaders

International Real Estate Investment, Economy & Finance

Publisher

Real Asset Media Thought Leaders

Category

business

Language

en

Explicit

No

First episode

12 Apr 2023

Latest episode

21 Oct 2026

Latest episodes

175 episodes in the feed.

1. 

   21 Oct 2026

   International capital returns to German senior living, Alexander Fröse, Periskop Living

   International capital is returning to Germany’s senior living market, according to Alexander Fröse, managing partner and founder at Periskop Living. He estimates that 320,000 additional units need to be built by 2030, creating opportunities despite challenging financing conditions. Speaking with Richard Betts of Real Asset Media at EXPO Real 2026, Fröse contrasted the renewed international interest with a more cautious domestic investor base. “Domestic investors are still, from a capital perspective, a bit more conservative. I think this will slowly come back again as well.” An ageing population is encouraging investors previously focused on offices and retail to reconsider senior living’s place in their portfolios. Alongside financial returns, Fröse sees an opportunity to meet a growing social need. Germany’s fragmented market provides scope for consolidation. Operators generally do not own their properties and want to expand, creating an opportunity for real estate investors to support their growth and help improve efficiency. “Because there's higher efficiency, there's better cost structures that they can have in place if they have the right partner on the PropCo side, on the real estate side as well.” That approach requires a relationship extending beyond a conventional lease. Fröse argued that investors could help consolidate the sector by treating leading operators “as a partner and not just as a tenant”. “And that's what we've been doing for 10 years, and it's working out quite well,” he said. For international investors, familiar cities such as Munich, Berlin and Hamburg are only part of the opportunity. Assessing smaller locations requires detailed analysis of the surrounding population and how demand could develop over several decades. “If you take a lease agreement with an average of 20 to 25 years, you want to make sure that this operator actually is really operating in the next 20 to 25 years if you're a serious investor, not a, let's call it, buy, fix and flip investor," he said. Parts of eastern Germany present particular challenges, with pension incomes needing to be assessed against operators’ cost structures. Investors must therefore examine both the property and the operating business closely. An operator willing to share detailed information can help establish whether a location is viable. That scrutiny can also reveal opportunities in smaller catchment areas that larger operators or investors may have overlooked. www.realassetinsight.com www.shha.international

2. 

   11 Jun 2026

   Defence spending to fuel Romanian real estate, Voichita Lefter, AREI

   Increased defence spending across Europe could create new opportunities for Romania's real estate sector, according to Voichita Lefter, secretary general of the Association of Real Estate Investors in Romania (AREI). Speaking to Real Asset Media's Richard Betts at Mipim 2026, Lefter said Romania remained an attractive destination for international capital, with opportunities across logistics, industrial, residential and retail real estate. "Our first aim here as a country pavilion is actually to tell our story to the international arena," Lefter said. "We want international investors to approach Romania." She said the country wanted to showcase opportunities to investors and highlight the track record of both domestic and international companies already active in the market. "Retail is picking up again very well, so I think there are a lot of opportunities that need to be approached, but somebody has to know us," she said. Lefter said Romania's presence alongside government representatives gave investors an opportunity to better understand the country's regulatory environment and public-private partnership opportunities. "The Romanian state is also interested more and more in public-private partnerships, which are also a route to take, especially in the real estate industry, where a lot of infrastructure can be done together with investors," she said. Lefter said Romania still had significant untapped potential. "Romania still has opportunities. A lot of land is out there. The government is willing to discuss opportunities, is willing to take part into these new business arenas," she said. She also pointed to opportunities linked to increased European defence spending. "We have also a lot of money coming from the European defence systems right now — with wars that are happening in the region — and I think we can also build on the defence industry some new streams of revenue for the real estate industry," she said. She added that investors should consider the opportunities available in a country located on the border with Ukraine. "I think we should look with all the lenses, with all the proper lenses, to the opportunities that Romania has, being on the border of Ukraine," she said. Lefter said investors should also look beyond Romania's largest cities. "Cluj, Bucharest, Timișoara, Iași are already filled up with a lot of developments, but I think there are also other secondary cities that are building up their presence," she said. She added local partners in these cities increasingly understood the benefits that investment could bring to communities and economic development. " [They understand] what investors can bring to the community, and how the communities can benefit from this investment, and what they can do together," she said. www.realFDI.com www.realassetinsight.com

3. 

   25 May 2026

   European logistics enters new growth cycle, Ingo Steves, Swiss Life AM

   Swiss Life Asset Managers is positioning itself for what it sees as the beginning of a new growth cycle in European logistics, supported by rising occupier demand, strengthening rents and continued investor appetite across key markets. “We are very optimistic about the beginning of the next cycle for logistics,” Ingo Steves, managing partner, logistics, at Swiss Life Asset Managers, told Real Asset Media. “The demand for logistics space is increasing. Investors' appetite is on a very high level.” Swiss Life Asset Managers, a Switzerland-based real estate and infrastructure investment manager, is actively expanding across European logistics markets including Germany, the Netherlands and France, while also targeting opportunities in Spain, Italy and the UK. “We are very active as a developer investor for Swiss Life Asset Management,” Steves said. “We are covering now, European-wide, submarkets like Germany, like Netherlands, like France. We would like to be in Spain and in Italy. And we are looking at some sites even in the UK.” The group is increasingly prepared to pursue speculative development in stronger logistics locations as supply conditions tighten and occupier competition increases. “The better the location is we are looking at it, the more we are convinced to go speculative,” he said. Steves said landlords are regaining pricing power in several European logistics markets, with incentives falling and net operating income improving. “In strong submarkets, we see an increase of headline rents,” he said. “The effective rents are more or less equivalent to the headline rents. That means not that much incentive needs to be paid by the landlord and the developer. “It comes from occupier market to landlord market again. And the NOI grows all over the place,” he added. “That is a strong sign that occupiers need to know to secure space as soon as possible.” Swiss Life Asset Managers is targeting both large-scale distribution centres and urban logistics assets, with activity spanning major German logistics markets including Frankfurt, Bavaria and Karlsruhe. “The demand is for big box logistics as well for last mile or infill markets. We have both,” Steves said. “For example, in Frankfurt, we are in the Bavarian regions for big box developments. We are in Karlsruhe for last mile or infill markets.” He added that developer-investor platforms increasingly need to cater for multiple logistics formats as occupier requirements evolve. “As a developer-investor platform, you need to deliver both,” he said. “Smaller boxes in infill markets, last mile logistic boxes and big boxes like e-fulfilment centres.” www.realassetinsight.com

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