Slate Asset Management’s Brady Welch on essential real estate and more Brady Welch, founding partner at Slate Asset Management, discusses what defines "essential real estate" from an institutional investor’s perspective, and how that definition has evolved in today’s economic and geopolitical climate, how investors can access essential real estate across the risk-return spectrum, from core, income-producing assets to more opportunistic plays, and what are the most compelling opportunities in today’s cycle, what is driving new value-add opportunities in the essential real estate sector, particularly in Europe and are factors like demographic shifts, e-commerce evolution, or regulatory changes playing a major role, and more. (10/2025)
