As a value investor, my approach centres on identifying dislocations or mispricings in assets across different markets. These dislocations often arise from market inefficiencies, which vary by asset class. For instance, in equities, opportunities may stem from spin-offs or bankruptcies, while in debt markets, regulatory changes or lender preferences may be the source of mispricings. In real estate, dislocations can often be found in regional markets, zoning changes, or emerging demand for new types of development, such as industrial properties. Ultimately, my goal is to take advantage of these inefficiencies to uncover undervalued assets with strong potential for long-term growth.

When it comes to risk mitigation in real estate projects, it is important to approach each project with a sound strategy. This involves conducting thorough due diligence on the property, understanding the local real estate market, and carefully managing the construction process.

To minimise risk, it’s important to avoid being swayed by fads or trends, which can lead to investing in overvalued properties. Instead, we focus on identifying properties with long-term potential that are undervalued or have a solid track record of profitability.

Another key component of risk mitigation is managing the construction process efficiently. This involves value engineering to ensure that the construction process is optimised for maximum efficiency and cost-effectiveness, as well as working with experienced contractors and subcontractors who have a proven track record of delivering quality work on time and within budget.

Ultimately, successful risk mitigation in real estate projects requires a disciplined approach to investment, a thorough understanding of the local market, and a commitment to finding creative solutions to potential challenges.

Working in diverse places has greatly impacted my career. Exposure to different cultures has allowed me to develop a deeper appreciation for cultural differences and recognize the fundamental similarities that exist between people, irrespective of their background. This has had a significant influence on my worldview, and how I approach the business world. By understanding the core similarities between people, I am better positioned to meet their needs and provide relevant solutions.