UBS On-Air: Market Moves
Industrial Real Estate: Outlook & opportunities with Dave Fazekas, Ares Management
14 Oct 2025
Dave Fazekas is Partner & Head of North American Logistics with Ares Real Estate. Dave joins the podcast to discuss the current investment landscape for the Industrial Real Estate sector. We cover repricing and valuations, positioning considerations, and the impacts of factors such as macro uncertainty, US trade policy and tariffs, along with the rise of artificial intelligence. Host: Daniel Cassidy
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