Real estate Private real estate and the impact of tariffs: Stay measured
Sharp shifts in US tariff policies have disrupted markets. Here’s insight on what it might mean for private real estate investments.
April 17, 2025
Real estate
Vintage Year Investing | A podcast from Invesco Real Estate
January 15, 2024
Podcast: Vintage year investing
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?
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Invesco Real Estate’s value-add team discusses its approach in a challenging market highlighting a disciplined, local team-based execution program and strategic investments in sectors like logistics and living.
March 21, 2025
Fixed Income Podcast: Bond opportunities in a resilient US economy
Matt Brill talks about his expectations for the Federal Reserve, his bullish view of investment grade credit, and opportunities in high yield, emerging markets, commercial real estate, and retail.
November 18, 2024
