AEW's Chief Investment Officer and Head of Private Equity and Private Debt in North America, Mike Byrne and CBRE's Vice Chairman and Co-Head of US Large Loans in Debt & Structured Finance, Tom Traynor provide insights on how real estate investors today can mitigate risk and uncover opportunities by strategically deploying capital across diverse asset classes and regions.

insights on deploying global capital:

· Today's market demands flexible investment strategies that can adapt quickly to geopolitical shifts, interest rate changes and capital market volatility.

· High-quality office assets in prime locations are piquing investor interest, offering potential upside while demand for class B/C assets remains muted.

· Debt capital availability is improving, with both traditional capital sources and alternative lenders actively competing to finance deals.

· Investors are increasingly targeting high-growth submarkets, prioritizing local demand drivers over broad asset class preferences.

· Technology and AI are influencing investment decisions, with growing potential to enhance underwriting and portfolio strategy.

In this second installment of our series on Europe, Schroders Capital’s Nick Montgomery and CBRE’s Lee Bruce share insights on AI-driven strategies, sustainability and asset repricing.

From This Episode: Recent insights on the U.K. investment market:

• U.K. investment volume has picked up since late last year, buoyed by international capital.

• AI and data tools are streamlining everything from valuations to investment analysis, enabling faster, more informed decisions while freeing up time for high-value activities.

• The office sector continues to bifurcate, with top-tier, amenity-rich spaces commanding strong rents while the lowest-grade assets face obsolescence or conversion.

• Sustainability is a key performance driver, with occupiers and investors increasingly rewarding green buildings and penalizing outdated, inefficient assets.

• Despite global uncertainty, international capital, particularly from Asia and Australia, is returning to the U.K., signaling renewed confidence in its real estate fundamentals.

Recorded during a CBRE event in Barcelona, Panattoni’s Robert Dobrzycki and CBRE’s Jack Cox explore the European logistics market with a focus on opportunities in today’s market.

1. Growth in Europe’s Industrial & Logistics sector is expected to driven by demand from 3PLs, e-commerce and manufacturing.
2. Operational expertise is crucial in Industrial & Logistics, particularly in denser urban environments.
3. Data centers is a growing niche, with high investment potential.
4. The European logistics market is more fragmented than in the US. There's also less development and labor costs play a bigger role in the investment equation.
5. Geopolitics, evolving trade policies and technology advancements all have an influence on the European logistics market.