Explore the Future of Real Estate with Episode 2 of Building Blocks

Dive into the insights and opportunities for 2025

In Episode 2 of Building Blocks, we’re joined by Steven Marino, EVP of Portfolio Management and Craig England, VP of Portfolio Management at GWLRA. They discuss the real estate market, opportunities for 2025, and a recap of Fund-level performance for the Canadian Real Estate Investment Fund and London Life Real Estate Fund.

The episode starts with Craig and Steven tackling the myth that real estate values always go up. Steven delves into the impact of recent economic conditions, explaining how fluctuating interest rates have affected property values and highlights the significance of disciplined investment strategies that can handle economic shifts and take advantage of favorable conditions.

Steven shares his optimistic outlook for 2025, emphasizing two key factors that will drive performance: capital market conditions and resilient cash flow generation. He mentions that recent stabilization in interest rates is setting a positive stage for real estate values, while the ability of asset classes to generate steady cash flow is crucial for long-term success.

They also discuss the future of the various asset classes. Craig predicts that grocery-anchored retail centers, which performed exceptionally well in 2024, will continue to succeed due to their essential nature and stable revenue streams in 2025. Steven sees great potential in office spaces, especially with more people returning to the office and fewer new office buildings being developed.

Tune in to Episode 2 of Building Blocks to get a deeper understanding of the real estate market and find out where the best opportunities lie for 2025.

Watch Episode 2 (GreatWest Life Real Estate Fund / Canada Life Real Estate Fund)

Watch Episode 2 (London Life Real Estate Fund)

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