This year’s Institutional Real Estate Europe editorial board gathered near Lake Tegernsee, an hour’s drive south of Munich, from Sept. 24–26 to once again grapple with the most pressing issues facing real estate investors.
Sixteen investors, four consultants, nine managers and one service provider shared their insights and concerns on a wide spectrum of subjects, including the state of the post-COVID-19 crisis recovery, real estate’s role within institutional portfolios, the threat of AI and the cost of renovating assets to meet ever more stringent sustainability standards.
Starting off with a temperature gauge on the state of the investment market, the editorial board was split over how quickly transaction activity may pick up over the coming months. Some members pointed to current momentum showing a few close similarities to the post-GFC period, while others stressed that capital raising was still hard and progress would be slower in a world of higher interes
