At the Family Offices & Asset Management Summit (FOAM), one theme stood out in many discussions: how to build sustainable performance in an uncertain macroeconomic environment.
Against this backdrop, Patrick Jenvrin,Openstone's Chief Investment Officer, provided a concrete and structured reading of European real estate diversification, echoing the thoughts shared by Openstone co-founder Nadim Takchi during a panel dedicated to this theme.
Created in a particularly turbulent market context, Openstone has built its approach around a demanding principle: broad diversification with precise risk control. This translates into an active geographic allocation across Europe, but above all into a rigorous selection of management teams, the cornerstone of performance.
Proven track record, team stability, alignment of interests and operational capacity to create value are at the heart of the investment process.
Patrick Jenvrin also shares his reading of the current cycle: a low point now reached, value add strategies in the deployment phase, and the gradual construction of the prime assets that will drive performance over the coming years.
A strategic and highly operational exchange, true to Openstone's DNA, to be discovered in the video above.
This article has been automatically translated using Breeze, powered by DeepL.