Troubled Outlook for Retail and Office, While Industrial Gains Momentum
The current crisis accelerates rising e-commerce trends at once eroding retail and bolstering industrial fundamentals. Remote working will dampen long-term office demand, though there will be relative winners and losers based on geography and subsector.

Residential Looks Like a Good...Alternative!
Unlike the US & Germany, the private rented sector is a nascent asset class across most of Europe with the potential for "alternative real estate" returns for early entrants. Thoughtful market selection, underwriting of macro-demographic trends and choice of subsector is key to outperformance.

Digital Real Estate – The New Frontier?
Outperformance of cell towers and data centers over traditional real estate highlights the digital megatrend - both in the US and Europe. Best-in-class returns, large market size, and the early evolution of the European tower sector point to a compelling investment case.
 
Join Green Street for a candid look at traditional and non real estate sectors to help you position your strategies moving forward. A presentation detailing geographies, disruptive trends, best in class returns will be followed by Q&A and a frank discussion amongst members.