Thank you Marek Handzel for speaking to Jose Pellicer, Partner, Strategy at Evonite for the latest Institutional Real Estate, Inc. podcast. Their conversation covers risk taking at different points in real estate cycle, and the importance of being able to effectively compare risk across deals. They also discuss how today's “early cycle” investment environment differs from the 2000/2010s and the 1980s/1990s, underlining that, whilst interest rates are going down, we are facing a period of inflation volatility driven by geopolitics. So finding inflation protection through income growth is key. Listen to the full podcast here: https://lnkd.in/eUbzBAAC #EuropeanRealEstate #ValueAddRealEstate #RealEstateInvestments
All, A new IREI podcast is out, where I discuss with Marek about risk, return, the post GFC period and the mid 2020s. We are in a different world and risk has to be key component of real estate thinking. Head to this link to listen https://lnkd.in/ew9jytiF
