mallowstreet University Digital Roundtable - Social Real Estate: The Next Big Opportunity in Secure Income?

Secure income assets have grown in popularity over recent years due to their ability to deliver high quality, often inflation-linked cashflows at attractive valuations. Robust performance during the covid-19 pandemic has further highlighted the asset class’ resilience to adverse market conditions. 

Please join Boris Mikhailov and Adrian D’Enrico from Alpha Real Capital, who will be discussing where they see current opportunities in secure income. As part of the discussion they will build a case for investing in social real estate that could deliver both, tangible societal benefits whilst also generating high quality, long-term inflation-linked cashflows at spreads of 4% to 6% p.a. over index-linked gilts. 

With public finances under pressure and ever-increasing demographic-driven demand, the opportunity for long-term capital investment into social real estate is greater than ever.

This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers.

Speakers

Program

  1. Login and Access Meeting

    The University Roundtable will take place online via a 'Zoom' meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password to all attendees in advance of the event.
  2. Welcome and Introductions

  3. Presentation

    Please join Boris Mikhailov and Adrian D’Enrico from Alpha Real Capital, who will be discussing where they see current opportunities in secure income. As part of the discussion they will build a case for investing in social real estate that could deliver both, tangible societal benefits whilst also generating high quality, long-term inflation-linked cashflows at spreads of 4% to 6% p.a. over index-linked gilts.
  4. Questions and Close

  5. End