Tom Walker, Schroders: listed real estate's strength sits in America
A RealTimes PeerView: Tom Walker, Co-Head of Global Listed Real Estate at Schroders, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at PropTech Connect Europe 2026 in London. Walker invests in publicly listed real estate securities rather than operating buildings, which gives him a read on where capital is actually rewarded. He is blunt about it: the strength in public real estate markets is in the US, Asia comes second, and Europe is lagging. He names data centers, senior housing and retail as the three sectors generating the strongest earnings this year, argues prime…
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