Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing divergence within Australian commercial property, the structural forces still supporting industrial, the more selective opportunities emerging in office and retail, and why advisers need to think in sector-specific rather than broad asset class terms. A major focus is medical property, where demographic change, tenant quality, lease design, and disciplined risk management are combining to make the sector an increasingly relevant consideration for client portfolios.
