Unlocking Value: Opportunities in European Real Estate Investing
PodcastsUnlocking Value: Opportunities in European Real Estate Investing
In this episode of the altii-Interview, host Christian Salow speaks with Nabil Mabed, a leading voice in European real estate and Senior Portfolio Manager at PGIM Real Estate. Together, they explore the evolving landscape of European real estate investing and uncover why now may be a rare window of opportunity for value-add strategies.
Topics include:
The post-correction investment environment and why it’s creating standout vintages
The impact of interest rate policy shifts on financing and liquidity
Growing investor focus on non-traditional sectors like data centers, healthcare, and hospitality
The key risks to watch – from location selection to regulatory traps
Strategic outlook for the next 3–5 years in a new real estate cycle
Key Takeaways:
Europe has seen the deepest valuation corrections among major regions, opening unique buying opportunities.
Illiquidity in both debt and equity markets enhances the value-add proposition for well-capitalized investors.
Structural trends such as urbanization, demographic shifts, and digitalization are fueling demand in alternative sectors.
Location and regulation are critical risk factors – discipline and selectivity are more important than ever.
While business cycles may shorten, timing the entry point remains key – and for value-add investors, the time is now.
