Real estate: market trends, its place in portfolios and the current opportunities
Update: 2025-06-05
Description
In this episode, Ian and Robert discuss Real Estate from a macro perspective:
- Market overview: how has real estate performed over recent years and what do we mean by opportunistic real estate?
- Portfolio context: what is the role of real estate in portfolios and what is the opportunity cost of capital?
- Opportunities: what does the current opportunity set look like?
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