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The flight-to-safety, dumb money and real estate
I had a great chat about Family Office, Private Equity and Institutional Investment in real estate in the current environment with Rebekah Tobias, leading investment specialist and Head of Business Development at Private Equity firm, Marcol.
Rebekah’s experience includes Partner and Director roles at Marcol, M7 and Cushman & Wakefield, spanning international capital markets through to operations-led asset management. So she is well-placed to comment, and is brilliant at explaining the complex real estate investment world.
Highlights of this episode include:
- How investors price real estate and take calculated risks in a fast-moving market - including re-pricing retail and offices, the premium required for investing further afield, and the ‘tech effect’ on valuations
- Dumb money and the financial consequences of herd mentality - even amongst sophisticated institutional investors
- The flight to quality and safety - and perceived low risk of prime real estate
- The importance of optimising operations as a way to create value - and how sophisticated investors are doing this across sectors.
Resources:
https://marcol.com/
https://www.linkedin.com/in/rebekah-tobias-2187b66/
annaclareharper.com
https://www.linkedin.com/in/annaclareharper/
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