Tony Smedley, managing director and head of private equity – Europe at Heitman, discusses a notable shift in investor sentiment toward European real estate, signaling the early stages of a recovery cycle, in an interview with IREI.
As macroeconomic stability returns investors are showing renewed confidence in private markets, particularly alternative sectors. Supported by demographic-driven demand, structural undersupply, and resilient performance through recent downturns, sectors such as rented residential, student housing, senior living, and self-storage are increasingly favored. Smedley said that these alternatives offer more consistent income streams, operational upside, and alignment with long-term institutional objectives.
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