Key Takeaways
- • Institutional capital is reshaping residential real estate through emerging asset classes including build-to-rent, land lease, co-living, and professionally managed residential models, driven by global housing affordability pressures that have created sustained investment opportunity.
- • Three major residential investment platforms are leading the sector expansion: One Living (led by Joseph Scuderi, who has delivered over 4,000 homes and transacted $4+ billion in real estate), Palm Lake (under Suzanne Jensen's development leadership with 14+ years in land lease), and Pro-invest Group's Asia Pacific division (led by Tim Sherlock, expanding flex-living and build-to-rent with 27+ years of Australian real estate experience).
- • Land lease and co-living models are gaining institutional traction as alternatives to traditional rental housing, with professionals citing a shift toward hospitality-driven management approaches and large-scale lifestyle community development that appeals to institutional investors seeking stable, professionally managed residential exposure.
- • Capital deployment is accelerating across multiple residential formats, reflecting investor recognition that housing affordability constraints globally are creating durable, long-term demand for institutional-grade residential solutions beyond conventional multifamily rental.
Summary
Institutional investors are increasingly deploying capital into residential real estate through alternative models designed to address persistent global housing affordability pressures. The Urbanity-26 conference panel, featuring senior executives from One Living, Palm Lake, and Pro-invest Group, examined how institutional investment is reshaping the residential sector across build-to-rent, land lease, co-living, and professionally managed residential platforms.
Joseph Scuderi, a property executive with over 20 years of experience spanning investment, development, and construction at One Living, brings substantial scale to this conversation—his track record includes delivering over 4,000 homes and transacting more than $4 billion in real estate. Scuderi leads One Living's investment, development, and construction functions, positioning the company to scale residential development businesses with institutional-quality execution and capital deployment capacity.
The land lease sector represents a significant emerging opportunity. Suzanne Jensen, general manager development at Palm Lake with 14 years of specialized land lease experience and a background in town planning and master planning, brings institutional perspective to large-scale lifestyle communities. Her expertise underscores how professionally managed land lease models are attracting sustained institutional capital allocation by offering stable, predictable cash flows alongside community-focused development strategies.
Co-living and flex-living models are gaining institutional appeal through hospitality-driven management approaches. Tim Sherlock, CEO Asia Pacific at Pro-invest Group with 27+ years in Australian real estate spanning acquisitions, development, and funds management, is leading the group's expansion into these alternative residential segments. This positioning reflects broader institutional recognition that co-living and flex-living formats satisfy demographic and affordability demands while delivering the operational sophistication and management quality that institutional investors require.
The panel discussion centered on a forward-looking analysis of how housing affordability pressures have created what panelists framed as an "institutional real estate diamond"—sustained demand for professionally managed, scaled residential platforms addressing fundamental housing supply and affordability gaps. Capital is flowing toward asset classes and management models that combine operational excellence, demographic tailwinds, and institutional-grade infrastructure, signaling a structural shift in how institutional capital allocates to residential real estate.
Joseph Scuderi, a property executive with over 20 years of experience spanning investment, development, and construction at One Living, brings substantial scale to this conversation—his track record includes delivering over 4,000 homes and transacting more than $4 billion in real estate. Scuderi leads One Living's investment, development, and construction functions, positioning the company to scale residential development businesses with institutional-quality execution and capital deployment capacity.
The land lease sector represents a significant emerging opportunity. Suzanne Jensen, general manager development at Palm Lake with 14 years of specialized land lease experience and a background in town planning and master planning, brings institutional perspective to large-scale lifestyle communities. Her expertise underscores how professionally managed land lease models are attracting sustained institutional capital allocation by offering stable, predictable cash flows alongside community-focused development strategies.
Co-living and flex-living models are gaining institutional appeal through hospitality-driven management approaches. Tim Sherlock, CEO Asia Pacific at Pro-invest Group with 27+ years in Australian real estate spanning acquisitions, development, and funds management, is leading the group's expansion into these alternative residential segments. This positioning reflects broader institutional recognition that co-living and flex-living formats satisfy demographic and affordability demands while delivering the operational sophistication and management quality that institutional investors require.
The panel discussion centered on a forward-looking analysis of how housing affordability pressures have created what panelists framed as an "institutional real estate diamond"—sustained demand for professionally managed, scaled residential platforms addressing fundamental housing supply and affordability gaps. Capital is flowing toward asset classes and management models that combine operational excellence, demographic tailwinds, and institutional-grade infrastructure, signaling a structural shift in how institutional capital allocates to residential real estate.
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