#50 Ryan Bass | The Repricing of Institutional Property: From Single Digits to Double-Digit Potential

About this episode

Murdoch Gatti interviews Ryan Bass about the repricing of institutional property and the evolving market dynamics affecting real estate investments.

In this episode of The Rate of Change, Murdoch Gatti sits down with Ryan Bass, Founder of PanGen Capital, to discuss the repricing of institutional property and how capital is being deployed in a higher rate, more fragmented market environment. If you are interested in institutional real estate, income-focused investing, and how professional investors are accessing property opportunities typically reserved for large institutions, then you will enjoy this conversation. Over the past two years, rising interest rates have reshaped the property landscape. Valuations have reset, capital has become more selective, and many investors have stepped back from the asset class. But while sentiment has weakened, the underlying income story has not. High-quality retail assets — particularly shopping centres — have proven more resilient than expected. Centres remain well occupied, tenant demand is strong, and trading conditions are healthy. At the same time, higher construction costs are limiting new supply, reinforcing the value of existing assets. These dynamics are feeding directly into income. Retail leases are often linked to CPI or turnover, allowing landlords to pass through rising costs…

People in this episode

Host: Murdoch Gatti

Guest: Ryan Bass

Topics covered

• institutional property
• real estate investing
• capital deployment
• market environment
• retail assets
• income generation

Keywords

• institutional property
• real estate
• income-focused investing
• rising interest rates
• retail assets
• CPI
• rental income
• market uncertainty

Mentioned in this episode

Organizations: PanGen Capital

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