Real estate is increasingly competing with bonds and infrastructure, raising the question: is property still the safer bet? In the context of a new global order marked by economic, political, and monetary turmoil, understanding where we currently stand in the real estate cycle has never been more critical.

In this episode, José Pellicer, Founding Partner at Evonite, provides valuable insights into these shifting dynamics and their implications for investors navigating today’s complex landscape.

A particularly compelling part of our discussion features the renewed importance of risk analysis. To achieve the same returns seen in the early 2000s, investors must now navigate a far more complex risk environment. This reality forces investors to return to fundamental principles, such as understanding occupier tension and analysing catchment areas, to make more informed decisions on where to deploy capital.

Tune-in to get firsthand insights!

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Music: Deep Mind - Jeremy Black
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