In conversation with Richard Lowe, Editor in Chief, IPE Real Assets
In this episode of Leaders in Investment, Francois Trausch talks about how he invests €78bn in real estate on behalf of insurance giant Allianz. He discusses real estate investment at scale, AI’s potential to reshape cities and how in this unusual period, secular and cyclical forces are overlapping. The conversation also includes carbon reduction as both an environmental and geopolitical imperative, the emergence of defence spending as a new real estate theme and how investors should consider potential alternative uses of assets from the start.
“I think real estate just has to work harder now to ensure that it remains attractive.”
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Thanks to UBS for sponsoring this episode.
