EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate

In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces reshaping global property portfolios - from retail's resurgence and shifting office dynamics to the rising demand for residential assets. The conversation explores strategies to diversify across property sectors and the realities of investing in fast-growing sectors like data centres. Get insight on: The shift in property portfolios: office exposure plunges while industrial real estate and residential property dominate Why retail property offers short-term upside, residential drives medium-term growth, and targeted office assets remain a smart long-term play The risks and opportunities in data centres, and why a cautious approach is essential The expanding role of private markets and alternatives in institutional portfolios, and why property continues to be a core allocation   Curious about the bigger picture? Netwealth's latest private market reports dive deeper into the rise of private real estate and niche lending, showing how global investment professionals, from Lipman Burgon to Evidentia, are making private real estate a cornerstone allocation in client portfolios. For more insights, download the reports now.