#32 Leaders in Investment podcast: Francois Trausch – CEO and CIO of PIMCO Prime Real Estate

In conversation with Richard Lowe, Editor in Chief, IPE Real Assets In this episode of Leaders in Investment, Francois Trausch talks about how he invests €78bn in real estate on behalf of insurance giant Allianz. He discusses real estate investment at scale, AI’s potential to reshape cities and how in this unusual period, secular and cyclical forces are overlapping. The conversation also includes carbon reduction as both an environmental and geopolitical imperative, the emergence of defence spending as a new real estate theme and how investors should consider potential alternative uses of assets from the start. This episode of Leaders in Investment is sponsored by UBS. “I think real estate just has to work harder now to ensure that it remains attractive.” In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.  Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on [email protected] omnystudio.com/listener for privacy information.