The Iran-US Conflict: Impact and Resilience for Global Real Assets

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We take a large number of information into consideration but in short, applying leaders must meet 2 basic criteria:
a) Seniority: decision-makers only.
b) Principal: invested real estate or infrastructure companies with capital at risk.
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As geopolitical tensions continue to reshape the global landscape, investors are reassessing the outlook for real estate and infrastructure through a far wider lens than before. This online meeting will examine how today’s macro backdrop is impacting the markets and what risks should investors be stress-testing.
The discussion will explore where capital is retreating, where it is rotating, and where new opportunities may begin to emerge, with particular focus on regional divergence, energy-sensitive sectors and the implications for pricing, new supply and portfolio strategy. From short-term disruption to longer-term repricing, a forward-looking view on the risks, assumptions and strategic choices that will likely shape investment decisions in the months ahead.
The Iran-US Conflict
Impact and Resilience for Global Real Assets

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