Following one of the most significant repricing cycles in commercial real estate in decades, investors are increasingly shifting focus from a rapid recovery toward the drivers of long-term returns, including occupier demand, technological innovation and asset-level execution.
This cio investment club investment breakfast will explore how the opportunity set has evolved across real estate debt and equity, the implications of structural trends such as artificial intelligence and digital infrastructure, and the role that real estate can play in insurance portfolios seeking a capital efficient source of resilient income, diversification, and downside protection.
The discussion will draw on PIMCO's latest real estate views and the broader perspectives of our real estate platform, providing an interactive forum to debate where value is emerging, which sectors are most attractive, and how investors should position portfolios in an environment with higher, rebased yields and greater dispersion across assets.
