Vintage Year Investing | A podcast from Invesco Real Estate

With interest rates having increased considerably, real estate prices in Europe are up to 50% lower than they were two years ago. This is creating compelling opportunities for experienced managers to invest in high quality real estate at bargain prices – particularly in the “value-add” space.

In this 12-minute podcast, Simon Redman and Kevin Grundy address some of the key questions on investors’ minds.

Key topics covered:

• 01:05: Are economic headwinds creating challenges or opportunities?
• 01:52: Why have higher interest rates caused property prices to fall?
• 03:12: Are investors taking advantage of valuation opportunities today?
• 03:52: Timing the market is impossible – so thorough scenario analysis is essential.
• 05:14: Some case studies from our portfolios.
• 07:39: Investment themes that we follow.
• 10:58: If the market looks so compelling, why isn’t everyone investing now?