Episode 264: The Future of Real Estate: Trends and Strategies with Maggie Coleman

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Maggie Coleman, Chief Investment Officer for North America Real Estate Equity at Manulife Investment Management, for a timely discussion on real estate investing. Maggie shares her insights on the current macroeconomic environment, the challenges and opportunities in today’s market, and the long-term trends shaping the real estate landscape.

 

They dive into themes such as affordability, industrial growth, and the emerging sectors driven by demographic and technological shifts. Maggie also provides a candid perspective on office real estate, risk management strategies, and the importance of ESG considerations in portfolio construction. This conversation offers valuable insights for investors looking to navigate the complexities of real estate during a market reset.