José Pellicer

José Pellicer, Founder Partner at Evonite, is a seasoned real estate strategist with a rich history in investment banking. He dives into the implications of de-globalisation on real estate, highlighting the need for strategic adaptability in a changing market. José critiques popular thematic investing and emphasizes finding opportunities in mispriced assets like mid-tier offices. He draws parallels between historical market cycles and today's uncertainties, advocating for a well-rounded approach to risk management. Finally, he shares intriguing contrarian investment ideas.