Episode 14: Real Estate and Property in the Current Environment
IMAP Podcast Series - Independent Thought
Chapters
1:02
Background on Real Asset Management (RAM)
4:06
Does the healthcare & the retail combine in some of your properties?
5:19
Is the healthcare sector growing faster than retail due to the aging population?
9:31
Are real estate assets a defensive rather than a growth asset?
11:25
What are the timing of asset valuations in this sector?
13:40
Have consumer patterns changed? and is this a permanent change?
15:11
Are current debt levels a"head-wind" for growth in this sector?
17:39
The effect of inflation and higher interest rates on consumer buying habits!
IMAP Podcast Series - Independent Thought
Episode 14: Real Estate and Property in the Current Environment
Sep 15, 2022
IMAP
Matthew Strotton of Real Asset Management discusses;
- Targeting the healthcare and essential services retail sectors
- Investing here in contrast to other asset classes
- Investment opportunities & considerations
- Approaching investment in the sector
Moderated by David McDonald, CFA of IMAP
