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Dave White, Head of Real Estate Debt Strategies, and Dominic Silman, Europe Head of Debt and Value-add Capital Research and Strategy, discuss how we find opportunities and the evolution of the investment landscape over the last 15 years.
Dave White and Dominic Silman discuss our investment selection process, which combines bottom-up, on-the-ground market knowledge with top-down, macroeconomic and geopolitical analysis to identify attractive investments that meet our investment criteria.
In addition to how we identify opportunities, they cover where we are likely to invest, and how the opportunities before us have evolved over the last decade and a half.
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Jul 16, 2019
2019 ISA Mid-Year Update
Thus far in 2019, political headlines have dominated our investment committee discussions and research reports.