London Calling: Investing in Europe’s resilient markets

What do “higher for longer” interest rates mean for investors? CBRE Investment Management’s Achal Gandhi and Rik Eertink break down the practical ways they identify and pursue opportunities in the living, logistics, office and retail sectors across Europe, in both direct and indirect execution formats. • The latest market data from Europe reveals that NOI growth remains the primary driver of investment performance. • A K-shaped economic recovery is creating opportunities in both necessity-based and luxury real estate. • Secondary investment opportunities in Europe offer investors access to assets at a discount and positive yield spreads. • Asset operations are critical for enhancing value. • A focus on niche sectors—student housing, healthcare and industrial outdoor storage—enables investors to capitalize on current demand and demographic trends.