Rethinking Risk: The Value-Add Strategy Rooted in Discipline with Charles Tarriere
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In this episode of Bricks & More, Adrian is joined by Charles Tarriere — investor, strategist, and co-founder of Evonite — to explore how value is created in today’s real estate market when risk is high, data is scarce, and cycles move fast.
Charles shares how Evonite’s independent, risk-based investment model challenges the status quo, and why understanding tenants, embracing simplicity, and sticking to core fundamentals are more important than ever.
Whether you’re navigating stranded assets, rethinking retail, or eyeing overlooked offices — this episode will sharpen your view of what makes a resilient portfolio.
Key talking points:
📉 Why over-consolidation in fund management is narrowing investor choice — and how Evonite offers an alternative
🏢 Why the most underrated asset class right now might just be… offices
🧠 How real tenant insight (not just data) drives smarter investments
🧱 Why “simple” buildings outperform in a fast-changing market
🎯 Why being disciplined about exits is key to long-term returns
If you believe value-add should mean more than a buzzword — this episode is essential listening.
Charles’ LinkedIn: http://linkedin.com/in/charles-nicolas-tarriere-6243412/
Evonite: https://evonite.eu/
Adrian’s LinkedIn: https://www.linkedin.com/in/adrianstrittmatter
Saentys: https://saentys.com/
10 episodes