Brandon Sedloff hosts a special live panel recorded at the INREV annual conference in Barcelona, where he was invited to moderate an exclusive Investor Day session featuring some of the world’s leading institutional allocators. In front of an audience of global pension funds, insurance companies, family offices, and sovereign wealth funds, he sits down with Lucy Fletcher, Marieke van Kamp, and Martin Lemke to unpack how sophisticated investors are thinking about real estate today. The conversation explores how the asset class is evolving within private market portfolios, how global capital is being allocated across regions and sectors, and why fundamentals, data, and operational execution are becoming more critical than ever. Drawing from perspectives across global funds, European insurance portfolios, and family office capital, the panel offers a rare look into how top allocators are positioning for the next cycle.

They discuss:

• How institutional allocators view real estate’s role as a long-term, income-generating and stabilizing asset within private markets
• The tradeoffs between global diversification and regional focus, including why some investors remain concentrated in Europe
• The growing importance of data, transparency, and AI in shaping investment decisions and industry evolution
• Where investors are finding opportunity today, including living sectors, essential services, and value in retrofitting existing assets
• What defines a strong operating partner, from alignment and governance to transparency and active portfolio management