FEAR & GREED | Business News Interview: Property investing, but not as you know it
Jun 22, 2025
In this engaging conversation, Chris Bedingfield, Co-Portfolio Manager at Quay Global Investors, shares insights on innovative property investment opportunities. He delves into the booming commercial sector, particularly data centers, driven by AI advancements. Chris also discusses the evolving student housing market and its appeal to private equity. Retail strategies are examined as he highlights how shopping centers are adapting post-pandemic, with a focus on location and market shifts that give landlords new leverage. A must-listen for property enthusiasts!
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Data Centers Booming from Demand
- Data centers are experiencing strong demand due to AI and everyday business needs.
- Limited supply is causing significant landlord-tenant advantages and rent growth worldwide.
Focus on Location and Partners
- Investors should focus on location and partner quality when investing in data centers.
- Following major users like Microsoft reveals trends and potential shifts in the market.
Student Housing Demand Rising
- Student accommodation is dominated by private equity with few listed companies left.
- Demand is rising due to more university entrants and shifts favoring UK universities over US ones.