in depth with Dennis Mitchell, CEO & Chief Investment Officer, Starlight Capital
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When Diversification Matters: The Case for Global Real Estate

EP. 240 Dennis Mitchell, CEO & Chief Investment Officer, Starlight Capital

When Diversification Matters: The Case for Global Real Estate

For years, global real estate has been overlooked while mega-cap tech and passive flows dominated investor attention. But with equity markets increasingly concentrated and trading at elevated multiples, Dennis Mitchell, CEO & Chief Investment Officer at Starlight Capital, argues the real risk may be not diversifying. In this episode, we unpack why supply-demand fundamentals, demographic tailwinds, and valuation gaps could make global real estate one of the most compelling opportunities hiding in plain sight.

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