Episode 53
Real estate: market trends, its place in portfolios and the current opportunities
Talking Capital · Capital Generation Partners
June 5, 202531m 38s
Audio is streamed directly from the publisher (episodes.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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?