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Dennis Mitchell When Diversification Matters - The Case for Global Real Estate
When equity markets grow concentrated and expensive, the real risk isn’t volatility — it’s failing to diversify before the cycle turns. For years, global real estate has sat in what Pierre Daillie calls “the penalty box” — weighed down by rising rates, skepticism, and falling valuations. Yet beneath the headlines, fundamentals never broke. In this episode of Insight Is Capital, Pierre sits down with Dennis Mitchell, CEO and CIO of Starlight Capital, to unpack why global real estate may be one of the most misunderstood — and potentially asymmetric — opportunities in today’s market. Mitchell…
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