In this episode, hosts Aaron Cameron and Adam Powadiuk discuss how geopolitical turbulence is reshaping commercial real estate, with insights from Evonite co‑founder Jose Pellicer. Pellicer outlines a resilience‑focused, inflation‑protective investment thesis, emphasizing the strength of necessity‑based retail and food‑anchored centres while warning that regulatory risk in multifamily housing is being under‑priced. He also highlights the shift of capital toward infrastructure and real‑estate debt, and the challenges German investors face with inflated valuations. The conversation provides practical guidance for positioning portfolios for 2025 and beyond amid global instability.
In this episode, Sarah Esler, Managing Director of Mortgage Investments at AIMCo, walks listeners through the dynamics of an $8 billion institutional mortgage portfolio spanning Canada, the U.S., and Western Europe. She explains how pension‑backed capital is coping with historic spread...