אינווסטור לייב: איך בונים חוסן בענף הנדל"ן בתוך סביבת ריבית משתנה וערפל גיאופוליטי?

We hosted Moti Hazan, CEO of Rami Levy Real Estate, to analyze the numbers behind the updated macro forecasts. We discussed the significance of the expected jump in GDP in the current quarter (8.5%) and its impact on the construction and infrastructure industry, and we heard from Moti about the company's strategy, which operates in a wide range of fields: from managing income-generating assets and commercial centers, through initiating residential projects to establishing logistics centers (MERLOGs) and supporting infrastructure. We examined how the group is preparing for inflation to converge to a level of 2.1% by the end of the year - a figure that may mark the beginning of a new wave in the real estate market - and how the deficit, which climbed to 4.2%, affects decision-making in initiating new projects. Finally, we looked ahead to 2027, for which economists predict growth of 3.7%. We tried to understand from Moti where he identifies Israel's next growth engines, how they deal with the challenges of financing and execution during a period of war, and what is the management model that allows for maintaining stability and flexibility in all branches of the company's activity. Come hear how real assets are translated into long-term returns in the changing reality of 2026.