Capital Is Pivoting to Europe

The latest PREA Private Real Estate Quarterly Summer 2025 offers a compelling perspective on why institutional capital is rotating toward Europe. Several factors are converging to support this shift: 🟠 Earlier and sharper repricing across European markets has improved price discovery and created compelling entry points. 🟠 The interest rate differential between the US and … Read more

‘You can understand the pattern, but every situation is unique’

Over our years in opportunistic credit, we’ve come to embrace this core principle at Zenzic. We’ve learned to recognise the traits that make dislocations investable: complexity that deters consensus capital, fundamentals we can underwrite, and counterparties who value speed and certainty. Right now, tariffs may be the trigger, but the real opportunity lies in how capital shifts … Read more

A Different Perspective Podcast

Nadine Buckland, CEO of Zenzic Capital, is the latest guest on the Zeus podcast, A Different Perspective, hosted by Nick Searle. In this insightful conversation, Nadine shares her journey from entrepreneur to CEO, offering a candid look at the values, experiences, and mindset that have shaped her leadership. She discusses the importance of resilience, building trust … Read more

GAIN: Girls Are Investors

At Zenzic Capital, we believe in building a future that goes beyond financial returns — a future that empowers, includes, and inspires. That’s why we’re proud to partner with GAIN (Girls Are Investors) as one of our chosen charities. GAIN is doing vital work to improve gender diversity in investment management by encouraging and supporting more young … Read more

I Choose Freedom

At Zenzic Capital, our work in real estate is ultimately about creating places where people feel safe, secure, and supported. That’s why we’re honoured to support I Choose Freedom, a charity providing refuge and vital services to women and children fleeing domestic abuse. Every person deserves a safe place to call home. As a real estate … Read more

Real estate investors eye Europe amid U.S. volatility

A recent poll at the IPE Real Assets Global Conference & Awards in Copenhagen revealed that over three-quarters of attendees are considering reallocating investments from the U.S. to Europe. This shift is driven by several factors: 1. U.S. Policy Uncertainty: Trade tariffs and fiscal policy changes under the current administration have introduced significant volatility in … Read more

Key insights on European real estate credit

At a recent conference in New York, Nadine Buckland shared three key insights on European real estate credit with US allocators. First, Europe faces a persistent capital gap—particularly for middle market operators and niche sectors like data centres and senior living—creating a compelling growth opportunity for private credit investors and managers with local expertise. Second, … Read more

Real Estate Deal-Making Slows, But Credit Opportunities Surge

While global unlisted real estate fundraising is showing early signs of recovery in Q1 2025, deal activity remains subdued — with just $34.5bn in completed transactions, well below the $89bn quarterly average seen in 2021 and early 2022. According to Preqin, sellers are still holding firm on valuations, while banks continue to tighten lending standards. … Read more

LPs Are Turning to European Credit

Private Debt Investor reports that Europe is now front of mind for institutional investors — and for good reason. At Zenzic Capital, we’re seeing this shift translate into increased appetite for real estate credit strategies that combine strong collateral with downside protection and income stability. As a UK-based manager with deep sector knowledge, we’re well-positioned to capitalise … Read more