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The Portfolio Construction Podcast

Jul 8, 2024

In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides downside protection and potential upside. They also 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.