The uncertainty of inflation, interest rates, and cap rates have investors concerned about the future of real estate, but what about the current state of real estate in their portfolios? How is real estate performing against other assets? Which geographical regions are more attractive? Are private investments returning better than public? How are LPs and GPs rebalancing their portfolios to mitigate the uncertainty? This expert panel will discuss these questions, the current state of the industry, and provide insight on the allocation and rebalancing of real estate in portfolios.

Moderator: Wendy Pollard, Senior Specialist, Innovation, Canada Mortgage and Housing Corporation

Speakers:
Aaron Pittman, SVP, Head of Canadian Institutional Investments, Equiton
Sylvain Charpentier, Head - Real Estate Investments, Hydro Québec Pension Fund
Stephane Giguere, Chief Executive Officer, Ottawa Community Housing Corporation