Global Macro and Real Estate

Global Macro and Real Estate

About the Substack

Research-driven analysis of global real estate markets and private RE investments. Featuring the flagship Global Macro and Real Estate Monthly and premium insights on listed real estate and global REIT strategies as well.

Free Subscription Benefits

• Occasional free updates on global real estate markets and macro

Paid Subcription Benefits

• Frequent indepth content on global real estate, REITs and macro views
• Access to past presentations and content archive of Macro Real Estate AG
• Access to Macro Real Estate global listed RE portfolio (coming soon)

Paid Subscription Plans

• €45 a month
• €450 a year

About Zoltan Szelyes

Independent macro based analysis on global and Swiss real estate. Former executive member of the SNB StabFund, the largest real estate credit fund and bad bank in Swiss history (40bn USD AuM). Former senior banking and fam. office positions