Charlotte D'Souza
EMEA editor at PERE who authored the accompanying analysis for the Global Investor 100 and provides data-driven insights on regional and investor-type allocation trends.
Best podcasts with Charlotte D'Souza
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Oct 10, 2025 • 28min
Defense spending and real estate: Insights from Expo Real
Join Charlotte D'Souza, PERE EMEA editor, and Kevin Moffat, head of EMEA Industrial and Logistics Research at Savills, as they dive into the implications of rising defense spending on European real estate. They discuss Germany's pivotal role and widespread industry interest sparked at Expo Real. Charlotte argues that defense spending will primarily boost real estate through economic growth, while Kevin reveals an estimated demand of 37 million square meters across key markets. Is it too early to consider defense real estate as a distinct asset class? Tune in for insights!
Oct 3, 2025 • 26min
Growth reversed: Declines hit real estate’s top allocators
In this discussion, Charlotte D’Souza, EMEA editor at PERE, outlines the concerning 3.6% decline in allocations among the world’s top property investors. Evelyn Lee, also from PERE, connects this trend to fundraising difficulties and changing market sentiments. Dimme Lucassen from Evercore offers insights into how lagging valuations impact transactions and the potential for capital to shift permanently towards other asset classes. Together, they explore regional patterns and the future outlook for private real estate investing.
