Saison 2 - Brick & Mortar - Edition spéciale rentrée - Pierre-Edouard Boudot

from Brick and Mortar · host Arnaud SYOËN

La séquence inédite de rentrée du podcast Brick and Mortar démarre avec Pierre-Edouard Boudot, Executive Director Recherche et Stratégie chez CBRE France. Un profil rare qui allie quinze ans d'analyse financière - notamment chez Natixis en tant qu'analyste sell-side Real Estate - à une expertise pointue des marchés immobiliers français.Pierre-Edouard nous livre une analyse sans concession de la rentrée : transformation radicale du paysage immobilier où le bureau perd sa dominance, géographie sélective des investissements entre un Paris Centre-Ouest qui retrouve sa fluidité et des périphéries en quête de nouveaux flux locatifs, et défis inédits de valorisation d'actifs privés d'attractivité locative.Mais au-delà du diagnostic, Pierre-Edouard ose le pronostic : il place le risque politique français au rang de potentiel "cygne noir" pour 2026, dépassant même les considérations purement économiques.Un entretien qui donne le ton de cette rentrée économique : lucide, technique, et résolument tourné vers l'action. Écoutons Pierre-Edouard Boudot.

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This episode is 50 minutes long.

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This episode was published on September 2, 2025.

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