Centurion Asset Management – commentary and podcast on the view forward

We have been partners and investors in the Centurion REIT fund for almost 10 years, very pleased to own private apartment buildings and collecting reliable rental income in the fund.

 

Following the recent publication of report that offered a view on the multi-family apartment sector coming out of COVID-19, Greg Romundt (Centurion Asset Management CEO) and I were able to discuss in a podcast format the origins of the REIT along with the current view and view forward. We also touched on my own history as an advisor with a focus on alternative assets and why we continue to feel so strongly about effective diversity in portfolio construction today, and tomorrow.

 

Please find Greg’s most recent written commentary here, as well links below to the podcast that we held recently.

 

Apple: https://podcasts.apple.com/ca/podcast/centurion-asset-management-craig-machel-richardson-gmp/id1505533220?i=1000475334033

 

Spotify: https://open.spotify.com/episode/2XuUmYAPC6445AHAD6ZI2F.