Session recording

Justin Curlow: Reviewing the real estate portfolio: Building resilience and nuance

Investors have a range of options in establishing a diverse and resilient portfolio of real estate assets. Diversification can take place across the deal structure, geography and sectors of the economy. This session considers case studies of how an asset owner and managing are thinking around the mix of core, niche, locations and deal types to protect their members in an uncertain world.

View Justin’s presentation slides here

SPEAKER:
Justin Curlow, global head of research & strategy, real assets, AXA Investment Managers
MODERATOR: Laurence Parker-Brown, content producer, Conexus Financial