AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Macro Landscape, Valuations, and the 'Vibe Session'
This chapter explores the importance of understanding the macro landscape as long-term investors and its influence on finding opportunities and managing risks. It discusses the predictions for the economy in 2022, 2023, and the outlook for 2024, highlighting the tension between perception and actual data. The chapter also delves into the challenges faced by the office real estate sector and examines bright spots in the real estate market, such as industrial and hospitality properties.