Episodes
Tuesday Mar 21, 2023
Global real estate outlook in a high-inflation environment – Steve Buller
Tuesday Mar 21, 2023
Tuesday Mar 21, 2023
It’s been a rocky start to the year for real estate markets as volatility persists. A stronger job market in the U.S. and a complete return-to-office in most Asian countries are just some of the factors driving real estate. Could we see a boom in rental demand, and if so, in which sector? And what strategy is today’s guest using to be best positioned for an interest rate pivot? Steve Buller, portfolio manager of Fidelity Global Real Estate fund joins us today to discuss how he’s navigating today’s global real estate market landscape, and where he’s finding opportunities. Steve shares with host Pamela Ritchie how he takes a balanced approach to his portfolio, balancing growthy and defensive with risk-on and value. Among other topics, Steve also unpacks office real estate being affected by hybrid working. Also, trends he is seeing in leisure, lodging and business travel in both North America and internationally. As well as patterns in malls and retail real estate.
Recorded on March 16, 2023.
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