Unlocking potential in Dutch residential: Global capital is key

This episode is sponsored by Bouwinvest Real Estate Investors The Dutch residential market has remained resilient despite economic turbulence and rising interest rates and is now emerging as a prime destination for international investors. In this episode, Paul van Stiphout of Bouwinvest Real Estate Investors and Jorrit Arrisen of Van Lanschot Kempen Investment Management unpack the forces driving the market’s strength – from a deep-rooted rental culture and robust occupancy levels to increasing demand for senior and student housing. With the Netherlands facing a housing shortfall, Van Stiphout and Arrisen discuss how foreign capital will be essential to bridge the gap. They also explore how demographic trends and public funding cuts are creating opportunities in niche sectors, such as senior living, which saw investment jump to €724 million in 2024.