What happens when the global order that shaped real estate for decades begins to fracture?
This week, I sat down with José Pellicer, Founder Partner at Evonite, to unpack how de-globalisation, contrarian bets, and a smarter approach to thematics will shape the winners of the next 5–10 years.
José brings a sharp, historically grounded perspective on risk pricing, macro shifts, and how to identify real opportunities in a noisy market. From railway mania in the 1840s to data centres today, he explains why blindly following themes isn't enough — and where nimble managers can still find edge.
We explore how the investment landscape is changing, who stands to win, and the mindset required to build conviction in a fragmented world.
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Key Topics Covered In This Episode:
✅ De-Globalisation — The end of the "safe seas" era and why it matters for real estate
✅ The Next Decade — Who wins as global power dynamics shift
✅ Thematics vs Bottom-Up — Why real opportunities aren't found by following the herd
✅ Contrarian Bets — Where pricing risk correctly can create outsized returns
✅ Blackstone & Bad Emperors — Lessons from history and market cycles
✅ Opportunity for Real Estate — How nimble managers can thrive in polarised markets
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Oh, and one last thing…
In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal?
José's answer did not disappoint 👌
Got any thoughts or questions about this podcast? Drop them in the comments — I'm always up for a chat!
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