Identifying Investment Sectors - Mike Kovacs

The Rodcast - Property, Business, Investment

Mike Kovacs is a founding partner of uk based real estate investment firm, Castleforge. https://castleforge.com/

Under his leadership they have invested £1 Billion of asset value into the UK and Europe combining research-led investment themes with vertical integration and in-house operating platforms.

Mike has a great way of explaining how he identifies sectors in the real estate market to invest in.

In this episode we discuss;

How did someone from the states working in M&A at Blackstone become an investment manager specialising in UK and European Real estate?

What's more important, investing with good management or investing into a good sector?

How he decides on what sector to invest in for example flexi office space?

How he sees different types of office investments performing over the next few years?

What metrics or data would he would need to see to change his mind?

How does the UK market differ to other markets?

When investing into real estate how long is he forecasting to be in the investment until it matures.

What has been the hardest thing about raising capital for investment and what advice would he give to people trying to raise capital?

What advice would he give to a young person looking to get into the property investment industry?

What is he bullish and bearish on?

What is the biggest risk to his portfolio and what is he doing to mitigate it?

What has been the biggest challenge in scaling his business?

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