B8: Decarbonisation, Debt & Distress - Opportunities in European Real Estate

Investors globally have pared back their allocations to real estate due to the denominator effect. This is happening at the same time that debt servicing costs are increasing and so are demands from regulators and tenants to decarbonise buildings across Europe. Paul Hampton argues that this presents a unique opportunity for unconstrained investors such as LGPS to step in and make investments that generate outsized returns and contribute to achieving the pathway to Net Zero.