DiscoverTalking CapitalReal estate: market trends, its place in portfolios and the current opportunities
Real estate: market trends, its place in portfolios and the current opportunities

Real estate: market trends, its place in portfolios and the current opportunities

Update: 2025-06-05
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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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Real estate: market trends, its place in portfolios and the current opportunities

Real estate: market trends, its place in portfolios and the current opportunities