Can property beat inflation, ft. Invesco’s Max Swango

Max is a founding partner and managing director with Invesco Global Real Estate, which manages around $80 billion across the US, Europe and Asia.

Max and I talk about the challenges facing the global property market then dive into particular opportunities such as the ‘retail apocalypse’, rising inflation and interest rates, as well as the key sectors Max is most excited about.

Over the past 12 months, the conversation around inflation and interest rates has been the key talking point for most asset allocators, and investors with established portfolios.

Which assets can I use to deflect the impact of rising rates? What about my yield?

Max addresses some of those points through the lens of property, walks us through the active versus passive debate, how he would research a property fund, the macroeconomic picture around the world, and more.

To start, I ask Max for the name of the investor he has learned the most from.

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Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

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Date recorded: 1st April 2022

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