Dennis Mitchell When Diversification Matters - The Case for Global Real Estate

For years, global real estate has been overlooked while mega-cap tech and passive flows dominated investor attention. But with equity markets increasingly concentrated and trading at elevated multiples, Dennis Mitchell, CEO & Chief Investment Officer at Starlight Capital, argues the real risk may be not diversifying. In this episode, we unpack why supply-demand fundamentals, demographic tailwinds, and valuation gaps could make global real estate one of the most compelling opportunities hiding in plain sight.