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

CO-CHAIR
Kiran Raichura
Chief Commercial Real Estate Economist
Capital Economics
Kiran Raichura
Kiran Raichura
Chief Commercial Real Estate EconomistCapital Economics
United Kingdom
Online
9th April
14:00 - 15:00 | CET (GMT+1)
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Beatriz Zarattini
Beatriz Zarattini
Global Head of ProductionGRI Institute
Brazil
ABOUT THE EVENT

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.
Discussion Leaders

The Iran-US Conflict

Impact and Resilience for Global Real Assets

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