In a sponsored report published in the November issues of Institutional Real Estate Americas and Institutional Real Estate Asia Pacific, Clarion Partners argues defensive, income-oriented strategies — such as European net lease — can be especially interesting for non-European investors seeking stability, yield and geographic diversification.
The report notes: “Within the broader European commercial real estate landscape, we believe net-lease strategies warrant serious consideration. At this stage in the cycle, their appeal lies in a defensive profile — where returns are driven primarily by secured contractual income and lease indexation — rather than relying on less certain assumptions around market rent growth or exit yields.”
To learn more, access a pdf of the sponsored report by clicking here.
