From how we live to how we work, the pandemic has reshaped the world we live in. An acceleration in secular trends such as increased e-commerce penetration, new pressures on segments of the office sector through hybrid working patterns and the continued undersupply of high quality residential property have had a profound impact on European real estate markets.
These factors combined with the increased capital expenditure required to meet forthcoming sustainability standards has meant that the volume of buildings in transition has substantially increased. PIMCO believes that these market dynamics present an attractive opportunity set for investors to diversify their real estate portfolios in a conservative manner.
Please join us for a webinar on the future of the European real estate lending market and why PIMCO believes there is a compelling opportunity, not just for real estate allocators but also for investors looking for alternative investment solutions that offer a high quality and floating rate income stream, a pick-up in yield and diversification benefits versus corporate debt.
During this session, Chris Hawketts, Vice President and Alternatives Strategist specialising in asset based lending will be discussing:
• The current state of the European lending market
• What is transitional lending?
• Why the volume of real estate assets in transition has substantially increased and what factors have driven this
• Changes in the risk-return dynamics of the transitional lending market
• The impact of ESG and how ESG factors can be taken into consideration
• Where such an allocation ‘fits’ into investor portfolios
• Where are the largest opportunities from both a sector and geographical perspective
• PIMCO’s approach to transitional lending
We hope you can join us for what we believe will be an insightful and engaging discussion on investment opportunities within real assets.