The PERE podcast is a weekly discussion between members of our senior editorial team providing you with analysis-led commentary about the biggest events in private real estate capital markets around the world. Our discussion spans formation, strategy and deployment and draws from the ongoing coverage of PERE, PERE Credit and PERE Deals.
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The PERE podcast is a weekly discussion between members of our senior editorial team providing you with analysis-led commentary about the biggest events in private real estate capital markets around the world. Our discussion spans formation, strategy and deployment and draws from the ongoing coverage of PERE, PERE Credit and PERE Deals.
PIMCO’s Trausch: 'Uncertainty is now structural' in real estate
The PERE Podcast
32 minutes 31 seconds
1 month ago
PIMCO’s Trausch: 'Uncertainty is now structural' in real estate
Is “defense” the next major theme in private real estate? Are sector-based investment strategies outdated in the current market cycle? How can allocators and their asset managers act with conviction in an era of deglobalization, trade tension, inflation, recession risks and interest rate volatility?
In this episode, PEI real estate editor-in-chief Jonathan Brasse speaks with François Trausch, chief executive and CIO of PIMCO Prime Real Estate, to discuss these questions and more in an exclusive breakdown of the Newport Beach, California-based manager’s latest annual real estate market outlook.
Listen as Brasse and Trausch discuss real estate’s evolving place in investors’ portfolios, focusing on resiliency across property sectors, why traditional investment strategies need to be reconsidered at a time of “structural” uncertainty, and much more.
For more, read our coverage of PIMCO’s latest real estate outlook and tune into last week’s episode.
The PERE Podcast
The PERE podcast is a weekly discussion between members of our senior editorial team providing you with analysis-led commentary about the biggest events in private real estate capital markets around the world. Our discussion spans formation, strategy and deployment and draws from the ongoing coverage of PERE, PERE Credit and PERE Deals.
