transcript
show notes
How do you make the case for investing in real estate when capital is more expensive, growth feels uncertain, and investors have no shortage of alternatives?
To explore whether a new investment thesis is emerging, Shabab Qadar, Head of London Offices Research, and Katie O'Neill, Head of European Living Sectors Research, join us on this week's episode.
We examine why the easy returns of five years ago have given way to a total return mindset, how supply constraints are quietly underpinning rental growth across London offices and European living, and why operational excellence is becoming the real differentiator in returns. From gilt yields and APAC capital flows to decarbonisation, defence spending and the shifting ways investors are gaining exposure, this conversation cuts through the macro noise to focus on what really matters.
Hosted by Will Matthews, Knight Frank's Head of Commercial Insight.
For more insights like this, subscribe to Will's newsletter for his weekly take on commercial real estate markets.
Produced by Rethink Audio.
Hosted on Acast. See acast.com/privacy for more information.
