Episode Details

From changes in office demand to travel habits, many factors are contributing to what investors consider core. How do these shifts in the market impact valuations, allocations and the data needed to best manage outcomes?

On today’s episode, we’re joined by three guests: Phil Stone, Managing Director, Head of Canadian Research at BentallGreenOak; Omar Eltorai, Director of Research at Altus Group, and Raymond Wong, Vice President, Data Solutions Client Delivery at Altus Group.

We talk about:

- The current state of core investments in commercial real estate.

- How core is changing and how it’s staying the same.

- The impact of trends like recovering travel and technology on core allocation.

- Are we facing a ‘lower for longer’ return period for core funds?

- Risks and worrisome trends.

- Issues with housing affordability and shortages.

- How tools and data can help chart a path going forward in real estate.

Resources mentioned:

Phil Stone -

https://www.linkedin.com/in/phil-stone-b492472a/?originalSubdomain=ca

BentallGreenOak -

https://www.linkedin.com/company/teambgo/

Omar Eltorai -

https://www.linkedin.com/in/omareltorai/

Raymond Wong -

https://www.linkedin.com/in/raymond-wong-cre-54b41111/?originalSubdomain=ca

Altus Group -

https://www.linkedin.com/company/altus-group/

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