Institutional Investors

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

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

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

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

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

Nadine Buckland and Thomas Lloyd-Jones had the pleasure of attending the Catalyst: Emerging Managers conference last week, and one message came through loud and clear: US investors are actively looking beyond their borders – and European real estate is firmly on the radar. This recent piece by PERE echoes what we heard in the room … Read more

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

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

Our CEO, Nadine Buckland, will be speaking at SuperReturn International in Berlin next month. Join her on Monday, 2nd June for a roundtable discussion exploring: “In today’s climate, where do ESG goals and returns coalesce?” Bringing the perspective of private real estate credit, Nadine will delve into how ESG considerations are evolving in today’s market, how investors can … Read more

According to Preqin, special situations funds have now overtaken distressed debt in AUM for the first time since the Global Financial Crisis. It’s a subtle but important shift — and one we at Zenzic are watching closely. 📊 Why the shift?🔹 Median IRR of 8% since 2014🔹 45% of LPs prefer special situations, vs 31% for distressed🔹 Mezzanine debt … Read more