Разбор полетов. PARUS уже не тот?! Честно о рынке ЗПИФ, доходах и планах!

Speakers: Denis Stepanov (Founder, PARUS Asset Management) Alexey Sivyakov (CEO, PARUS Asset Management) How to invest in commercial real estate without buying an entire building or searching for tenants? Denis Stepanov and Alexey Sivyakov from PARUS discuss how the market has evolved from investment apartments to real estate exchange-traded funds with transparent pricing, regular payments, and the ability to quickly buy or sell shares. The episode discussed: — How "Real Estate 3.0" differs from traditional property purchases; — How the key rate affects fund prices and potential returns; — How much have PARUS funds returned with properties owned by Ozon, SberLogistics, and other tenants; — What opportunities exist in warehouse, office, and retail real estate; — Why the company needed the Parusmax fund of funds; — What is the "self-reproducing meters" strategy? — why the volume of the exchange-traded real estate market continues to grow; — what new funds and investment strategies may emerge next. The speakers also reveal PARUS's key performance indicators, discuss the growing number of investors, and explain why liquidity is becoming one of the key drivers of the entire industry's development. Speaking from the Smart-Lab conference. This is not intended as individual investment advice. Ticket sales for the Smart-Lab conference in Moscow on October 31 begin on July 16! Get a 20% discount with promo code MSK26! https://confa.smart-lab.ru/msk26/ All conference news and ticket giveaways here: https://t.me/smartlab_conf Speaker presentations, free lectures on investing, and other bonuses here: t.me/mozgovikbot 00:00 — Why an investor needs commercial real estate 01:05 — How real estate investments have developed 03:09 — What is "Real Estate 3.0" 04:21 — How PARUS has developed 06:43 — Prospects for "Real Estate 4.0" 08:32 — How the key rate affects funds 10:49 — Key company indicators 12:19 — Growth of the commercial real estate market 12:54 — Timofey Martynov on conference materials 14:00 — Welcome by Alexey Sivyakov 15:20 — The Parus Ozon Foundation and its Income 5:27 PM — Sberlogistics and other funds 8:29 PM — New PARUS funds 10:44 PM — Office and retail real estate 8:09 PM — "Self-reproducing meters" strategy 8:01 PM — Thematic sessions and further participation #real estate #mutual funds