...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America
Release Date: 05/20/2025
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In this episode, Edwin Wilches, Co-Head of Securitised Products at PGIM, joins Keshav Rajagopalan, to explore the dynamic and fast-evolving world of Asset-Based Finance (ABF). As traditional boundaries between public and private credit continue to blur, they discuss how ABF is emerging as a powerful tool for financing the real economy, offering institutional investors new avenues for diversification, yield, and portfolio resilience. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: • Regulatory shifts and evolving market structures are driving growth in...
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…Let’s Talk Alternatives in Global Wealth with Stuart Parker and Dominick Carlino
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Laurie Chan is joined by Stuart Parker, Head of Global Wealth at PGIM, and Dominick Carlino, Global Head of Alternative Investments for Global Wealth at PGIM. Together, they explore the intersection of private wealth and alternative investments, offering perspectives on the ways investors are broadening portfolios beyond traditional markets. Their discussion covers the trends driving growth, the importance of education, and how innovation is reshaping access. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: • Private Wealth Is Driving the Next...
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…Let’s Talk Global REIT Securities with Rick Romano, Head of PGIM Global Real Estate Securities Rick Romano, Head of PGIM Global Real Estate Investment Trust Securities, offers insights about the multifaceted nature of hybrid real estate securities and the potential benefits of REITS in investment portfolios. Keshav and Rick highlight how global real estate securities can offer a compelling value proposition for investors. This diverse investment vehicle provides a low barrier to entry into real estate, an asset class distinctly positioned at the convergence of public...
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…Let’s Talk Healthcare Equity Investing with Dan Matviyenko, Portfolio Manager with Jennison
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...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America
Speaking of Alternatives
Enrique Lavín provides critical insights into investing in Mexican industrial real estate by leveraging his market expertise and corporate finance/risk-opportunity background. Laurie Chan, PGIM’s Head of Alternative Investments, speaks with Enrique about the resilience of the Mexican Industrial Real Estate sector amidst U.S. trade volatility, nearshoring dynamics, and broader macro investment trends. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: ● Trade tariff impact on the Industrial Mexican Real Estate Sector. [3:07]...
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...Let’s Talk Reinsurance with Mike Thompson of Warburg Pincus & Nandini Mongia of Prismic Life
Speaking of Alternatives
Nandini Mongia is the Group Executive Chair and CEO of Prismic Life, and Mike Thompson is the Managing Director of Warburg Pincus and Head of Capital Solutions for Europe. Nandini has nearly three decades of financial and business experience supporting the insurance and reinsurance industry. Mike has 20 years of private investment experience. Keshav, Nandini, and Mike discuss the fundamental role of reinsurance in managing risk, offering financial protection, and enabling growth within the insurance industry. Moving forward, global trends indicate a growing interest and allocation towards...
info_outlineEnrique Lavín provides critical insights into investing in Mexican industrial real estate by leveraging his market expertise and corporate finance/risk-opportunity background.
Laurie Chan, PGIM’s Head of Alternative Investments, speaks with Enrique about the resilience of the Mexican Industrial Real Estate sector amidst U.S. trade volatility, nearshoring dynamics, and broader macro investment trends.
Subscribe to Speaking of Alternatives on your favourite podcast platform.
Key Takeaways:
● Trade tariff impact on the Industrial Mexican Real Estate Sector. [3:07]
● Significant Nearshoring Opportunities in Mexican Industrial Real Estate. [5:51]
● Tailwind Risk Assessment & Headwind Development Prospects. [7:39]
● Mexican Industrial Real Estate Recession Resilience. [10:22]
● Reactions to U.S. Trade Tariffs & Future Outlook. [12:22]
● Summary of Mexican Industrial Real Estate Investments. [13:57]
*The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice.
Find Out More About Alternative Investing:
realestate.investorservices.emea@pgim.com
Shareables:
“Mexico secures, at least for now, a leading role in a global manufacturing platform.” — Enrique Lavín, Head of LatAm Real Estate for PGIM #PGIMPodcasts #institutionalinvesting
“A return of nearshoring will make prospective tenants once again gravitate to Mexico as a prime destination for low-cost manufacturing.” — Enrique Lavín, Head of LatAm Real Estate for PGIM #PGIMPodcasts #alternativeinvesting
“A revamped nearshoring wave is about to take off.” — Enrique Lavín, Head of LatAm Real Estate for PGIM #PGIMPodcasts #institutionalnvesting #valueadd
“Mexico’s preferential position in the new trade policy will drive incremental demand for industrial real estate.” — Enrique Lavín, Head of LatAm Real Estate for PGIM #investing #alternativeinvesting