Episode 52: Real estate investing re-imagined in a post pandemic world.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Max Swango, a founding partner of Invesco’s global real estate team, to discuss the evolving real estate landscape. From the impact of COVID-19 on traditional real estate sectors to the rise of specialty sectors like data centers, logistics, and life sciences, Max shares key insights on how the market has shifted and where opportunities exist today.

The conversation also covers real estate debt as a compelling investment option for insurers navigating today’s low-yield environment. With stability, strong income potential, and risk-adjusted returns, mezzanine lending is gaining traction as an alternative to core bonds. Max breaks down key considerations, including portfolio construction, risk factors, and investment structures.

Tune in to hear expert perspectives on the future of real estate and how insurers can position themselves for success in this evolving market.