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What MattersNavigating a Lifetime in Business and Investing Author: MA Financial Group Language: en-au Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Real Estate - Defensive in periods of heightened volatility
Episode 3
Tuesday, 31 March, 2026
In this episode, MA Financial’s Group Vice Chairman Andrew Pridham AO is joined by Joint CEO Julian Biggins and Head of Core Real Estate Chris Lock to unpack what $1.2 billion in recent retail acquisitions reveals about the current market for retail shopping centres, and how real estate demonstrates its defensive characteristics in periods of heightened global volatility. Andrew, Julian and Chris share insights on: · Why shopping centres continue to demonstrate resilience and provide downside protection · How active management can enhance asset performance and drive investor returns · The outlook for office and industrial · Takeaways from MA’s 2026 Alternatives Summit, including why alternative real estate such as pubs and marinas provide defensive cash flow · How the current global crisis may present opportunities for astute investors Highlights 2:20 – What is ‘core real estate’? 6:20 – Inflation: Why retail assets can act as a natural hedge 7:30 – Barrier to entry: How the supply of new shopping centres could be decades away 9:30 – Why retailers are showing resilience in the current economic environment 10:30 – The impact of online shopping: How leading retailers are seeking additional retail space alongside online 15:50 – The resilience and downside protection offered by retail assets 25:50 – Chris and Julian on office and industrial 29:00 – MA Alternatives Summit 2026: Julian’s key takeaways 30:00 – Why active management is critical in delivering investor returns 31:00 – Andrew Pridham on seizing opportunity in global crisis and volatility 32:00 – Get to know Chris The information in this podcast series is being made available by MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its participants as at the date indicated. Information may include general advice only and does not take into account your individual objectives, financial situation, needs or tax circumstances. The information contained does not constitute and should not be construed as an offering of advisory services, personal investment advice, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. MA Financial cannot guarantee the accuracy of the information in this podcast and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. The information in the podcast may contain forward-looking statements, forecasts, estimates and projections (“Forward Statements”). Neither any member of MA Financial nor any independent third party has reviewed the reasonableness of any Forward Statements or the assumptions that underlie them. No member of MA Financial represents or warrants that any Forward Statements will be achieved or will prove to be correct or that the assumptions on which the Forward Statements are based are reasonable. This podcast, including the information contained herein, is the sole property of MA Financial and may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of MA Financial. See omnystudio.com/listener for privacy information.
