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In this episode of The Commercial Real Estate Podcast, hosts Adam Powadiuk and Aaron Cameron sit down with Jose Pellicer, Partner, Strategy of Evonite, to discuss his transition from managing institutional billions to launching a European real estate investment firm. They explore market cycles, value-add opportunities, ESG regulations, and the importance of downside protection. Jose shares insights on risk assessment, strategic mispricing, and why long-term institutional investors are key to success in today’s evolving European real estate landscape.
Here are the key talking points from the episode:
- From Pension Fund to Startup: The Birth of Evonite
- Risk vs Return: A New Investment Philosophy
- The 400 Basis Point Rule: Measuring Value in Real Estate
- Capital Raising: Navigating the Startup Challenge
- Finding Value in Small Industrial Assets
- ESG in Europe: The Reality of Energy Performance Standards
- Final Thoughts: Looking Ahead to Evonite’s Future
Jose Pellicer is a Partner, Strategy at Evonite, a pan-European real estate investment firm. With a distinguished career in institutional investment, he previously served as Global Chair of the Investment Committee and Global Head of Strategy at M&G Real Estate. Jose is a leader in risk management, ESG integration, and sustainable investment strategies, having played a key role in the successful Trans-European Fund series. Known for his strategic vision and leadership, he is also highly regarded for his collaborative and engaging approach.
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