Heard on the (virtual) road: getting defensive but with an eye for opportunity – The Property Chronicle
Select your region of interest:

Real estate, alternative real assets and other diversions

Heard on the (virtual) road: getting defensive but with an eye for opportunity

Investor's Notebook

What do investors want right now? Which are their preferred opportunities, and what do you need to know about them? This series sums up what one European investment adviser has gathering in his virtual wanderings.

For over 20 years, my role has offered me the opportunity to visit, almost continuously, property companies, strategic investors, asset managers, analysts and brokers as well as pension funds or insurance companies throughout Europe. These interactions with the decision-makers of the European real estate industry could take the form of a simple meeting in their office, or roadshows, property tours, investor days, conferences or fairs like MIPIM or Expo Real. First and foremost, these meetings are regular social interactions that enable us to do business and to share views and convictions on the economy and the property markets. Despite meetings now being virtual, the dialogue has continued with investors, and strategic issues are being discussed and addressed.

Investor's Notebook

About Philippe Le Trung

Philippe Le Trung’s investment and advisory boutique firm specialises in real estate securities and has a strategic partnership with one of Europe’s major family offices.

Articles by Philippe Le Trung

Subscribe to our magazine now!