In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.
Your European lens on global change.
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In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.
Your European lens on global change.
From Bricks to Bytes: The New Frontiers in Real Estate Investment
PIMCO Fixing Your Interest
19 minutes
2 weeks ago
From Bricks to Bytes: The New Frontiers in Real Estate Investment
Real estate is transforming—fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape. In this episode of Fixing Your Interest, Lalantika Medema, Alternative Credit Strategist at PIMCO, and Kirill Zavodov, Portfolio Manager and Head of European Real Estate Equity at PIMCO, explore:
• The evolution of real estate markets and the convergence with infrastructure
• Institutionalization of alternative sectors and portfolio diversification trends
• ESG pressures, energy sourcing, and Europe’s regulatory challenges
• Financing models for capital-intensive assets
• Investor dynamics—from hyperscalers to sovereign funds and pension schemes
• How demographic shifts and deglobalization are influencing strategy
Tune in for insights on how resilient income streams and alternative sectors are redefining portfolios across Europe and beyond. Subscribe for more episodes that connect macro forces, market opportunities, and expert perspectives from PIMCO.
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PIMCO Fixing Your Interest
In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.
Your European lens on global change.
