Orange Capital's Bommel on European Real Estate Outlook

The video discusses the impact of the pandemic on real estate, highlighting the return to offices, market opportunities, and investment strategies. It covers the potential for market bubbles, the role of sovereign wealth funds, and the importance of green premiums in property investment. The discussion also touches on yield expectations, currency impacts, and strategic shifts in retail investments.

What existential crisis is mentioned in the text?

What trend regarding office work is observed post-pandemic?

What opportunities were identified during the pandemic?

Why is Ireland considered an interesting market according to the text?

What are the implications of currency dislocations on capital deployment?

What is the significance of the green premium in property markets?

How has the retail market changed during the pandemic according to the speaker?