Episode #6 | Inside $90bn under management: Where LaSalle allocates in global property?

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The Active Investor w/SGH

SG Hiscock and Company

17 episodes

6 days ago

Your trusted guide to navigating the dynamic world of fund management. We dive deep into market insights, investment strategies, and the latest trends shaping the investment and financial landscape, both domestically here in Australia and globally. The podcast provides sharp information, expert interviews, and thought-provoking discussions to stay ahead in today’s fast-paced markets. Join us as we explore the nuances of investing with a distinct Australian perspective and break down complex topics and explore opportunities across asset classes, industries, and global markets.

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All content for The Active Investor w/SGH is the property of SG Hiscock and Company and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Your trusted guide to navigating the dynamic world of fund management. We dive deep into market insights, investment strategies, and the latest trends shaping the investment and financial landscape, both domestically here in Australia and globally. The podcast provides sharp information, expert interviews, and thought-provoking discussions to stay ahead in today’s fast-paced markets. Join us as we explore the nuances of investing with a distinct Australian perspective and break down complex topics and explore opportunities across asset classes, industries, and global markets.

Show more...

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Episode #6 | Inside $90bn under management: Where LaSalle allocates in global property?

The Active Investor w/SGH

38 minutes 55 seconds

7 months ago

Episode #6 | Inside $90bn under management: Where LaSalle allocates in global property?

In this episode, Steve Hiscock is joined by Matt Sgrizzi, Chief Investment Officer of LaSalle Global Solutions—part of LaSalle Investment Management, a firm with over 900 professionals operating across every major region of the world. With firsthand insight into local markets and real-time intelligence drawn from the management of over US$90 billion in real estate assets, LaSalle brings unparalleled depth to global listed property investing.

Steve and Matt explore how LaSalle leverages this global platform and its intrinsic value investment philosophy to construct a high-conviction portfolio in an increasingly complex market. Against a backdrop of market volatility, inflation pressure, and diverging asset valuations, they discuss how structural shifts are reshaping listed real estate—and where LaSalle sees opportunity emerging today.

The episode reflects on a volatile 12 months for global REITs, marked by sideways movement and investor caution. Matt shares why this dislocation presents opportunity, particularly in underappreciated markets like Europe and Canada, and explains how LaSalle is positioning toward selective recovery plays in sectors such as healthcare, cold storage, data centres, and holiday homes.

Get rare insight into the recent surge in corporate activity, including key M&A wins within the fund, and how long-term thematic drivers—like technology, infrastructure, and demographic change—are influencing allocation decisions.

Recording date 28 February 2025.

For more information about the SGH LaSalle Concentrated Global Property Fund visit our website: https://sghiscock.com.au/fund/sgh-lasalle-concentrated-global-property-fund/.

LinkedIn - https://www.linkedin.com/company/sg-hiscock-company/

Website: https://sghiscock.com.au

🔗 Disclaimer: This podcast is produced by SG Hiscock and Company. It does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives. Financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. Please refer to the podcast description for full disclosures - https://sghiscock.com.au/podcast-disclosures-and-disclaimers/.