Talking Capital Author: Capital Generation Partners Language: en Genres: Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Real estate: market trends, its place in portfolios and the current opportunities
Episode 53
Thursday, 5 June, 2025

In this episode, Ian and Robert discuss Real Estate from a macro perspective:Market overview: how has real estate performed over recent years and what do we mean by opportunistic real estate?Portfolio context: what is the role of real estate in portfolios and what is the opportunity cost of capital?Opportunities: what does the current opportunity set look like?

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