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I had a fascinating discussion with the Head of Real Estate at leading investment bank, Goodbody, Colm Lauder.
Colm is a leading authority on listed real estate. Since graduating with a MPhil in Real Estate Finance at Cambridge, Colm became the youngest Vice-President in the UK at MSCI in 2013. He was ranked #1 Real Estate Analyst in Ireland (Extel) in 2017, 2018 and 2019.
In this episode, we covered resilience, liquidity and recent trends in listed real estate.
Highlights included:
- The consequences of recent quantitative easing for real estate, and why it makes sense to prioritise inflation-hedged assets right now
- How listed funds are adapting their investment strategies, including sector specialisations such as supermarket vs PRS REITs, in response to investor demand
- The liquidity premium, and how it affects valuations in listed vs unlisted real estate
Resources:
https://www.linkedin.com/in/colmlauder/
https://www.goodbody.co.uk/
annaclareharper.com
https://www.linkedin.com/in/annaclareharper/
The Return: Property & Investment Podcast