FINANZ Podcast

Indirect real estate: Time to go international? (EN)

Episode Summary

Global property markets are evolving rapidly — but is now the right time for investors to expand internationally? Dr. Roger Guerra explores the opportunities and challenges of global diversification through indirect real estate investments.

Episode Notes

Real estate has long been considered a cornerstone of portfolio diversification, but the question remains: should investors look beyond their domestic markets?

In this insightful session, Dr. Roger Guerra, Senior Strategist and Investment Manager for International Indirect Real Estate at Banque Cantonale Vaudoise (BCV), discusses how indirect real estate vehicles — such as listed property funds and REITs — can provide access to global opportunities while balancing risk and return.

Drawing on his extensive experience in fund selection, portfolio management, and ESG integration, Dr. Guerra outlines how international real estate markets differ in structure, valuation, and performance potential. He also highlights the macroeconomic and currency factors investors should consider when stepping beyond Swiss borders.

Attendees will gain a deeper understanding of:

The benefits and risks of international diversification in real estate

How indirect structures can enhance liquidity and transparency

The evolving role of ESG criteria in global property portfolios

This session provides valuable insights for institutional investors, asset managers, and real estate professionals seeking to navigate today’s interconnected property landscape.

More information: www.finanz-ch.ch
More about Banque Cantonale Vaudoise (BCV): www.bcv.ch