How to build inflation-proof real estate strategies

Geopolitical disruption is reshaping global property markets. As traditional economic anchors, from U.S. dollar dominance to democratic stability, face mounting pressure, Jose outlines what this uncertainty means for investors in 2026 and beyond.

He shares a resilience-focused investment thesis built around inflation protection, highlighting why necessity-based retail and food-anchored centres may outperform in a structurally inflationary environment. The discussion also tackles the growing regulatory risk in multifamily housing, where rent control and anti-“financialisation” narratives are influencing policy worldwide. Jose explains how capital is increasingly flowing toward infrastructure and real estate debt, forcing equity managers to sharpen their differentiation.

Here are the key talking points from the episode:

• How to position real estate investments for an inflationary era 
• Why regulatory risk in multifamily housing is being severely under priced 
• The “resilience and inflation protection” framework for navigating global instability
• The impact of trade restrictions, immigration controls, and capital movement 
• Why German real estate investors remain trapped in valuations
• How to compete for institutional capital in real estate against alternative assets