In our latest Portfolio Construction Podcast, Paul O'Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. Chris shares his expertise on how investing in real estate below replacement cost can provide downside protection and potential upside. Together they explore the resilience of the US economy, the impact of interest rates on global property markets, and emerging investment themes such as self-storage, senior housing, and residential real estate. Tune in to understand the strategic differences between global and local REITs and how global real estate can enhance your diversified portfolio.
Listen now on Apple Podcast, Spotify and YouTube music.
https://lnkd.in/gxUttB_V
#realestate #investment #podcast #globalmarkets
Capital Markets, Advocacy, Investment Management, Advisory, Lecturer
1moWell done Chris, Justin and team