| How do you reposition one of the world’s largest real estate investors if you think the way people use buildings and how companies buy and build them are out of sync? And what happens when the market suddenly turns not-so-benign? “It takes a decade to move a portfolio that was mainly office and retail,” AXA Investment Managers Global Head of AXA IM Alts Isabelle Scemama told Bisnow, explaining how the Paris-headquartered investor moved into sectors that would see growth and resilient income, and how it plans to weather the current volatility. 
The investment division of French insurance giant AXA got where it is by building large-scale platforms in sectors that other institutional investors found too complex: first of all, in logistics, and then, in various iterations of rented residential like multifamily, student accommodation and senior living.More recently, it has made a…  Read the full story here. | | |
