Why Invest in Global Real Estate Now? Featuring Julian Campbell Wood from Resolution Capital

In this episode of Pizz-Spectives, host Rob is joined by Julian Campbell Wood from Resolution Capital to discuss the advantages of investing in global real estate. They explore several key topics, including the reasons why investing in global real estate is attractive now, the comparison of global REITs to global equities, and the economic dynamics affecting real estate values. Julian also provides insights into Resolution Capital's investment strategy, focusing on sectors such as retail, residential, healthcare, data centres, and logistics. They conclude with a discussion on the portfolio's growth prospects and the overall outlook for global REITs given current market conditions. Join us to learn more about the opportunities and strategies in global real estate investment. 00:00 Introduction and Disclaimer 00:28 Why Invest in Global Real Estate Now? 01:06 Understanding Valuations and Market Dynamics 02:56 Exploring Replacement Costs and Supply Constraints 05:18 Global Property Balance Sheets 06:51 Introduction to Resolution Capital 07:54 Investment Process and Philosophy 10:30 Current Portfolio and Market Opportunities 10:48 Sector Analysis: Retail, Residential, Healthcare, and More 13:54 Data Centres and Logistics 16:00 Office Market Insights 17:46 Sector Snapshot and Future Outlook 18:56 Conclusion and Summary