In this episode of the People Property Place podcast, Harm Meijer draws on decades of experience across listed real estate and capital markets to unpack how cycles really play out when sentiment turns and leverage starts to bite.

From his early career on the sell side to building ICAMAP, Harm explains why investors repeatedly misjudge market turning points, how incentives inside listed vehicles quietly shape long term outcomes, and why management alignment often matters more than the assets themselves. He reflects on the lessons learned during the Global Financial Crisis, the risks of catching falling knives, and the discipline required before capital is redeployed.

The conversation also explores why listed real estate remains structurally misunderstood today, how private equity is exploiting inefficiencies in public markets, and what most investors get wrong about liquidity, exits, and governance. Harm shares how these insights influence ICAMAP's approach across strategies, and why conviction must be grounded in fundamentals rather than narratives.

A clear, experience led discussion on risk, capital allocation, and how People, Property and Place intersect inside real estate investing.

Real Estate Rules: The Investor's Guide to Picking Winners and Avoiding Losers in Listed Property - Amazon Link

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