Our podcasts are one more way for you to stay up-to-date on the global institutional real estate investment market wherever you are. Also, available on your mobile devices with Stitcher Radio and Apple Podcasts apps.
Which property type is most promising at this time in Latin America? Which one should investors regard with caution? What factor could put the region's economic emergence in greatest peril? What single factor is most apt to ensure a positive future? For answers to those questions we turn to Alfonso Munk, CIO in the region for Prudential Real Estate Investors.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., offers his outlook for the durability of the current real estate recovery, as well as his thoughts on record distributions to investors, CalPERS growing commitment to infrastructure and other real assets, the comeback of CMBS, and the wave of iconic corporate campuses being constructed in the United States, particularly by technology companies.
Garrick Brown, director of research at Cassidy Turley and director of retail research for the company's Terranomics retail division, joins the program to discuss what is hot and what is not in retail, as well as brick-and-mortar retailers continuing struggle against the onslaught of online competitors.
Megan Walters, head of research in the Asia Pacific region for JLL, shares the latest research on the enormous growth of high-net-worth individuals in Asia and the impact they are having on the global real estate market.
The Edward St. John Real Estate Department at Johns Hopkins University now requires that its students study infrastructure as part of their real estate degree program. IREI editor Drew Campbell recently spoke with Michael Anikeeff, a professor and the former chairman of the real estate department, to discuss the reasoning behind that decision. He shares his insights.
Tyler Mattox, a principal at MCA Realty, is taking a small-tenant approach to his firm's industrial portfolio, favoring signing many leases with smaller companies, rather than chasing large anchor tenants. He elaborates on the advantages (and disadvantages) of the strategy.
Which European countries are most fruitful for real estate investors at this stage? Which nation is being overlooked by investors? What strategy and property type are most lucrative? Is debt or equity investing the best option at this time? These are among the questions commented on during this podcast by Hans Vrensen, global head of research for DTZ.
Amy Tait, chairman and CEO of Broadstone Real Estate, discusses the operational strategies being pursued by her company, which operates Broadstone Net Lease, a non-traded real estate investment trust, and Broadtree Homes, a fund that invests in the single-family home rental market.
President Obama has issued an executive order directing the government to create an infrastructure bank, and at least four bills are floating among the houses of Congress with that intent. Our guest, Michael Likosky, an expert to the Clinton Global Initiative, discusses the opportunity an infrastructure bank would present to institutional investors, as well as how an upgraded infrastructure would significantly boost U.S. economic growth.
Richard Fleming, editor of the Europe edition of The Institutional Real Estate Letter, discusses the affinity between global cities and real estate investors, based on his story title, "A good fit: Global cities and real estate investors are best mates."
Hillary Shine, principal of Shine Associates, a Boston-based executive search firm, elaborates on her perspectives regarding this edition's cover story titled, The war for talent.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses Steve Corkin's impending retirement from AEW, Mitch Rudin's surprise departure from Brookfield Office Properties, Manhattan's spate of super-luxury high-rise condos, The Blackstone Group's transcontinental buying spree, and some key hires at Institutional Real Estate, Inc.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses the company's new Springboard Conference, a new executive hire, the recently completed Institutional Investing in Infrastructure Conference in Toronto, Canada, and the impending launch of a new magazine devoted to coverage of real assets.
Natasha Patel, an associate director of research at CBRE, discusses her new report detailing a global boom in shopping center construction.
Alex Eidlin, managing director of Asia Pacific operations for Institutional Real Estate Inc., reports on his visit to Hong Kong and Japan, and what is at stake with deflating Chinese real estate prices and reviving Japanese prices and structural changes proposal by President Shinzo Abe.
Contributing reporter Benjamin Cole talks about how some central banks in Asia are embracing a stimulus policy that is expanding the money supply and lowering interest rates.
Charles Tarriere, Associate Partner for Rockspring Property Investment Managers, gives us his take on why Europe is a buy, which strategy is most interesting at the moment, the critical elements to achieving a successful property strategy in Europe, as well as his favorite places to invest at this stage.
Discover which type of infrastructure is the top driver of real estate development and what "key concern" could undermine public support for infrastructure projects.
The founder and CEO of Ashford Hospitality Advisors, Ashford Hospitality Trust and Ashford Hospitality Prime discusses the hospitality business, the hotel trade, the outlook for business and leisure travel, and explains why institutional investors should be interested in the sector.
What are the lessons we have learned from the world’s great cities? Why do cities falter and sometimes fail? What are the prospects of Detroit making a comeback? What are the keys to creating livable communities? And what are the biggest mistakes cities make with regard to land use? These are some of the questions tackled by guest Alexander Garvin, a professor at the Yale School of Architecture, president of the planning and design firm AGA Public Realm Strategists, and president of the Forum for Urban Design. He joins us by phone from New York City.
Maria Sicola, executive managing director of research at Cushman & Wakefield, offers her perspectives on the current state of the Brazilian economy, including what property types remain in favor and when growth is expected to accelerate again.
Sheila Hopkins, managing director of Institutional Real Estate Inc.'s European operations, discusses Europe's economic comeback, but tempers the positive news with research that shows somewhat anemic returns from non-listed core real estate funds.
In this episode, contributing reporter Steve Bergsman elaborates on his May 2014 cover story about investors' appetite for investing in gateway versus non-gateway cities.
Michael Drexler, a senior director at the World Economic Forum, discusses his co-authorship of the Infrastructure Investment Policy Blueprint, a report that offers a set of recommendations for governments on attracting private capital for infrastructure projects.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., comments on Quick Tally votes registered by investors and managers during the recent Editorial Advisory Board meeting on topics ranging from core investing, real assets, co-investments, debt, interest rates, and investing in Europe and the BRIC countries.
What are the dimensions of today’s debt market? What are the primary lending sources? Are financiers relaxing their underwriting standards? Where are the best opportunities for investors on the private debt side? These are among the questions answered during this podcast interview featuring Kurt Wright, CEO of Quadrant Real Estate Advisors. We invite you to download or click the “play” button.
Bill Ferguson — one of the leading executive search professionals in the real estate business, and author of the book Keepers of the Castle — joins us to give his best advice on how up-and-comers can differentiate themselves in ways that could eventually catapult them to the top of a major real estate organizations.
Contributing reporter Mard Naman, author of a story about runaway housing prices in China’s first-tier cities, discusses whether the price escalations are truly creating a real estate bubble, as well as what investors in China's residential market can do to protect their portfolios, and why there seems to be an exodus of Chinese developers and investors moving their resources to other countries.
Contributing reporter Dale Quinn, who just authored a story about Mexico opening its oil and gas market to foreign investors for the first time in 75 years, elaborates on the decision's implications for institutional grade infrastructure, economic expansion and, eventually, real estate development.
Cherie Santos-Wuest, current chair of the Responsible Property Investment Council at the Urban Land Institute, discusses the council's role in promoting responsible property investing in the United States and abroad. Santos-Wuest, whose full-time post is as principal investment officer for real estate at Connecticut Retirement Plans and Trust Funds, also discusses the organization's UNEP Finance Initiative.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., shares some of this year's highlights, including a look back at 2013, the Federal Reserve Bank's quantitative easing program, the company's upcoming 25th anniversary celebration in January 2014, and several new initiatives that have been launched to take IREI to the next level.
Sheila Hopkins, managing director of IREI's European edition reports her observations after attending a series of meetings with investors and managers in Europe.
Ted Koltis, an executive with Paramount Group, talks about the revival of the central business district.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses the many evolutionary changes in the institutional real estate business that his publications have documented during the past 25 years. He also updates listeners on the efforts being made by industry players to give private equity real estate and real assets in general a role in fast-rising defined contribution plans.
Jeff Kanne, CEO of National Real Estate Advisors, on his company's build-to-core strategy, its $2 billion INDURE fund, and its new high-rise data center near the Brooklyn Bridge in New York City.
Robert Bellinger, CEO of ASB Real Estate Investments, discusses urban migration, the trend toward urban retailing, and investment opportunities these trends are presenting for institutional investors.
An interview with Richard C. Wilson, author of The Family Office Book: Investing Capital for the Ultra-Affluent. Wilson works with single- and multi-family offices and the ultra-wealthy. His team at the G.T.C. Institute operates the 40,000-member Family Offices Group association, the Qualified Family Office Professional training program, and writes a newsletter titled “Family Office Monthly.”
An interview with contributing reporter Anna Robaton who wrote the cover story for the December 2012 edition of The Institutional Real Estate Letter — Americas. The story is a forecast of what the institutional real estate industry might expect in 2013.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investment market in this monthly podcast.
An interview with Sheila Hopkins, managing director of our European operations. Hopkins recently attended EXPO REAL, the International Trade Fair for Property and Investment, held in Munich, Germany, where she learned about the grandiose plans being touted by the Russian government to double the size of Moscow with a project called New Moscow, essentially a second city center to help alleviate the many problems confronting the Russian capital.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investment market in this monthly podcast.
Our guest is Larissa Herczeg, a partner at Oak Street Real Estate Capital in Chicago, discussing emerging managers. Herczeg — whose background includes stints with Credit Suisse, Franklin Templeton and Morgan Creek Capital Management — was a prominent source for our November 2012 TIREL - Americas cover story on emerging managers, and in this podcast she expands on the topic, including her decision to join an emerging manager where she will create a fund of funds.
Interview with Marc Louargand of Saltash Partners discussing the online retail revolution and its implications for the warehouse sector. The interview is based on Mr. Louargand's article in the October 2012 edition of The Institutional Real Estate Letter –– North America, headlined "Warehouse Wins Retail Wars."
Geoffrey Dohrmann, President and CEO of Institutional Real Estate, Inc. breaks down the current institutional investment market in this monthly podcast.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investment market in this monthly podcast.
Interview with Christopher Macke of CBRE Research and Consulting discussing why American corporations, despite record profits, are not hiring in the United States but are hiring abroad.
An interview with contributing reporter Brad Berton who wrote the cover story for the January 2013 edition of The Institutional Real Estate Letter -- Americas. The story, titled "Foreign Invasion," is an assessment of when the world's emerging economies will begin investing their substantial financial assets in the form of direct real estate investments in the United States. Though foreign direct investment is ongoing, some real estate experts expect foreign direct investment in real estate to increase substantially in the years to come.
Geoffrey Dohrmann breaks down the current institutional investment market in this monthly podcast.
An interview with Kevin McTavish, a partner at Summit Capital, about the giant Eagle Ford Shale oil and natural gas field in Texas. McTavish characterizes the situation at Eagle Ford Shale as a "gold rush" for institutional investors in search of real estate investments. This interview is based on a story appearing in the March 2013 edition of The Institutional Real Estate Letter — Americas.
An interview with Sheila Hopkins, managing director of Institutional Real Estate, Inc.'s European operations. Hopkins elaborates on several new rules being contemplated or enacted by European regulators that affect institutional real estate investors, including Solvency II, Basel III, and other rules that limit executive compensation and require lenders to boost their financial reserves.
An interview with reporter Tyson Freeman regarding his article about institutional investors jumping into the single-family home rental market. Freeman's story, which appears in the March 2013 edition of The Institutional Real Estate Letter -- Americas, deals with questions pertaining to whether single-family homes can become a sustainable institutional real estate asset class, much as multi-family housing did years ago.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investment market in this monthly podcast. This month's topics include the state of the global markets, uncalled capital, core investing, secondary markets, and the upcoming IREI Editorial Advisory Board Meeting.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investment market in this monthly podcast. This month he reviews several of the subjects discussed at the spring 2013 Editorial Advisory Board meeting held in Santa Barbara, Calif., April 9-11.
Norm Miller is a professor of real estate at the University of San Diego, and former vice president of analytics for the CoStar Group. He is also editor of the Journal of Sustainable Real Estate, which he founded in 2009 with the support of CoStar. Among his areas of interest and research is office and workplace trends, which he discusses in this podcast.
A discussion with Jack Rodman, an executive with Crosswater Realty Advisors regarding the column he wrote and was published in the Americas and Asia Pacific editions of The Institutional Real Estate Letter. It is Rodman’s contention that China is headed down the same road Japan followed when its economic miracle imploded two decades ago. During this interview he explains why.
A discussion about real estate investing in Latin America with Melissa Reagen, head of property research for the region at Aberdeen Asset Management. Reagen contributed an article in the May edition of The Institutional Real Estate Letter that discusses the lucrative investment opportunities in overlooked Latin American nations.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investing market in this monthly podcast. This month he discusses renewed investment activity in Europe, the new appetite among U.S. investors for secondary markets such as Austin, Charlotte, Denver and Houston, as well as IREI's just-completed and upcoming conferences, and his own upcoming schedule of events and speaking engagements.
Micolyn Magee, a principal at the Townsend Group and veteran of the institutional real estate business, talks with us about the current investing environment, including what is peaking investor interest, the trend toward real assets, benchmarking versus absolute return, the difficult fundraising environment, and the rising level of uncalled investment capital.
An interview with Jack Corgel, a professor at the Cornell University School of Hotel Administration, as well as a consultant with PKF Hospitality Research. Corgel was one of the authoritative sources contributing to a story about institutional investing in the hotel sector and published in the June 2013 edition of The Institutional Real Estate Letter — Americas. Corgel discusses the signs he is seeing that institutional investors are starting to make bigger financial commitments to the hotel sector, particularly in the United States.
A discussion of a new report titled How Latin American Pension Funds Invest Their Assets, produced by Campollo Consulting and co-authored by this podcast's guests, Carmen Campollo of Campollo Consulting, and Peter Wall of Wall's Street Advisor Services.
Richard Fleming, editor of The Institutional Real Estate Letter — Europe, elaborates on an article he authored about the European logistics sector suddenly picking up the pace, with transaction activity more than doubling during first quarter 2013.
Dr. Peter Linneman is emeritus professor of real estate at the Wharton School at the University of Pennsylvania, as well as principal of Linneman Associates, a consulting and research firm specializing in commercial real estate investments and strategy. He is also CEO and founder of the American Land Fund and KL Realty. During this podcast Dr. Linneman shares his views on interest rates, inflation, and his forecasts on economic growth, the single-family housing market, core investing and what he deems the most attractive real estate investing opportunities in the current market.
Tom Shapiro, founder and president of GTIS Partners, a firm that has invested $1.25 billion in Brazil, discusses his financial interests in Latin America's largest economy, other markets in the region that are attracting his interest, and the keys to successful real estate investing south of the U.S. border.
Carl Gomez, senior vice president and chief economist at Bentall Kennedy, is responsible for Canadian real estate and capital markets research. He has more than 12 years of experience in macroeconomic forecasting and real estate market analysis. In this podcast Gomez talks about the softening Canadian economy and the nation's real estate market.
Nick Cleary, director of infrastructure debt at Hastings Funds Management, discusses the current status of global infrastructure spending and the opportunities available to investors. You can contact Cleary by writing to email@example.com, or by calling 212-551-1939.
Sameer Jain, chief economist and managing director at American Realty Capital, discusses the advantages of non-traded REITs as compared with publicly traded REITs. During this interview he discusses the size and historic returns of the non-traded REIT industry, as well as its regulatory environment, which types of investors they are best suited to, and what investors get in return for the illiquid nature of this particular real estate investment vehicle. Sameer Jain can be contacted at firstname.lastname@example.org or 646-861-7726.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investing market in this monthly podcast. This month he talks about The Fed's announcement that it plans to start winding down its quantitative easing program and the impact that decision has had on bond and stock markets. He also discusses China's decision to tighten credit, the improved U.S. housing market, single-family homes' potential for becoming an institutional asset class, and the current state of the U.S. office market.
Is Japan truly on the recovery track? Should investors be worried about China’s leadership transition? What kinds of yields can be expected from real estate investments in the region? Deutsche Asset & Wealth Management executives Leslie Chua and Koichiro Obu discuss the current climate for investing in Asia.
John Campbell, chairman of Campbell Lutyens, a London-based private equity firm specializing in raising private equity and infrastructure funds from institutional investors, talks with us about infrastructure investing in emerging markets, the British government’s plan to encourage more infrastructure investing by pension funds, private-public partnerships, and whether the future of infrastructure investing will be primarily debt or equity, among other topics.
Dan Schned, a senior planner at the Regional Plan Association, discusses the 11 U.S. mega-regions identified in his organization’s America 2050 report, including what mega-regions are and why they are important.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investing market in this monthly podcast. This month he discusses the SEC relaxing its rules regarding advertising by financial companies, the consolidation of institutional investment dollars in the hands of fewer and larger investment managers, and the reorganization of the executive suite at CalPERS.
Dan Mahoney, an executive with LaSalle Investment Management, talks about the "walkability" article he co-authored with three LaSalle colleagues in the July edition of the Institutional Real Estate Letter — Americas. Mahoney explains how mixed-use developments designed with high walkability ratings are financially outperforming rival developments.
Have you ever heard workplace comments such as, “Jim is a great marketer, BUT he can’t close deals,” or “Rachel works hard, BUT she can’t prioritize”? Of course you have. The workplace is rife with peer assessments that have the dreaded “but” word sitting in the middle of the sentence like a concrete barrier impeding our career advancement. In his new book, “Kiss Your BUT Good-Bye: How to Get Beyond the One Word That Stands Between You and Success,” Joe Azelby and his brother and co-author Bob Azelby elaborate on this career and productivity killer. In this podcast, Joe Azelby, managing director and CEO of J.P. Morgan Asset Management Global Real Assets, discusses the book’s concept as well as the most common BUTs, how a person finds their individual BUT, and how to shrink or cover your BUT.
Andy Kunz is CEO of the U.S. High Speed Rail Association, a Washington D.C.–based nonprofit trade association that is mobilizing industry to develop a 17,000-mile national high-speed rail system built in phases and completed by 2030. In this interview, Kunz makes the case that high-speed rail will change the way we do business and will unlock a fortune in new transit-oriented real estate developments across the country. What's more, he says, it could be entirely funded by private investors.
Ethan Penner, managing partner of Monday Capital Partners, started his long and distinguished career in the savings and loans industry and joined the legendary Drexel Burnham Lambert in 1986, where he established the firm’s non-agency and adjustable-rate mortgage units and oversaw a $1 billion capital commitment business. He is also founder of Capital America, a subsidiary of Nomura Securities, and CBRE Capital Partners, a real estate debt investment management platform with investor commitments in excess of $500 million. In this podcast he discusses financial regulation, the Federal Reserve's quantitative easing program, the European sovereign debt crisis, and his lack of faith in the long-term viability of China’s centrally planned economy.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., breaks down the current institutional investing market in this monthly podcast. This month he has more to say about the consolidation of the largest investment management firms, and he also reports on the new video version of the Market Navigator series, the company's upcoming Editorial Advisory Board meetings in Laguna Beach, Bangkok and Rome, and continuing life and times of Larry Hull, a long-time force in the institutional investing field and a personal mentor and close friend to Mr. Dohrmann.
Luis Belmonte, a partner at Seven Hills Properties, a real estate development company, recently authored the book Get Rich Slowly: Invest in Real Estate. During this interview, Belmonte elaborates on a host of real estate-related subjects, including why he believes industrial is the property type of the future.
Ron Zeff, founder and chief executive of Carmel Partners, a national real estate investment manager specializing in acquisition, development, renovation and management of multifamily projects, discusses the multifamily housing sector — its current status, its outlook, the demographic trends that bode well for its future, as well as the forces that might cloud its fortunes.
Peter Steil, CEO of the National Council of Real Estate Investment Fiduciaries (better known as NCREIF), discusses the article his organization contributed to the September 2013 edition of The Institutional Real Estate Letter – Americas that outlines plans for creating a common data submission process within the commercial real estate investment industry.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., shares insights from the company's Editorial Advisory Board meetings in Laguna Beach, Bangkok and Rome. Among the topics are investor and manager unease about interest rates, cap rates and tapering of the Federal Reserve's quantitative easing program.
Contributing reporter Anna Robaton discusses the news feature story she wrote about the swell of Asian investment dollars that are making their way across the Pacific and finding a home in the Americas.
Amy Wells, a partner at the law firm Cox, Castle & Nicholson, and a regular contributor on legal matters to The Institutional Real Estate Letter, discusses the decision by the U.S. Securities and Exchange Commission to relax its rules regarding advertising and marketing by investment firms seeking to raise money for their investment funds.
Randy Male, president of REM Energy, a strategic financial advisory firm focused on renewable energy, discusses wind power, both for its potential as a clean power source and as an institutional-grade investment opportunity.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., shares some of this month's highlights, including a milestone reached by the company's web-based Institutional Real Estate Newsline story feed, insights from the Institutional Investing in Infrastructure board meeting and conference, as well as an overview of his meetings with the brain trusts of the giant CalPERS and CalSTRS pension funds.
The Urban Land Institute is about to unveil its 2014 Emerging Trends in Real Estate report, and in this podcast Stephen Blank — a senior resident fellow at the organization, and one of the researchers and writers of the report — discusses the annual report's history, how it is produced, the purpose of the report, its intended audience, and also gives listeners a high-level overview of what the report anticipates for the real estate industry during 2014.
The sidecar has become the co-investment deal of choice, according to the cover story of the November 2013 edition of The Institutional Real Estate Letter – Americas. How does the sidecar differ from other types of co-investments? What is the typical structure of a sidecar deal? What risks do they entail? We discuss these issues with the story's author, contributing reporter Suzanne Franks.
Martha Peyton, managing director and head of global real estate strategy and research for TIAA-CREF Asset Management, was one of a host of sources who contributed to the 2014 forecast story that appears on the cover of the December 2013 edition of The Institutional Real Estate Letter – Americas. On this program she elaborates at greater length about her perspective on where the institutional real estate investing business is headed during the new year — including why office will be the property type of 2014, as well as why core investing still has upside potential.
Reporter Mard Naman discusses the surge of consumerism and retail development taking place throughout Asia.
Chris Taylor — executive director of the West Coast Infrastructure Exchange, a newly launched public-private entity whose mission is to advance the finance and delivery of public infrastructure — discusses his organization's objectives, as well as the role institutional investors are poised to play.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses the rapidly changing retail sector, the slowing economies of the BRIC countries, and a new report that shows global retirement assets have hit a record $32 trillion.
Nancy Lashine, founder and managing partner of Park Madison Partners, talks about the current institutional fundraising environment for private equity real estate funds.
Contributing reporter Benjamin Cole discusses India's promise, why foreign direct investment has been lacking, and what trends portend a better future for the world's largest democracy.
Richard Fleming, editor of The Institutional Real Estate Letter — Europe, discusses his cover story about how Germany has managed to remain a favorite destination for global real estate investment dollars.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses the company's recent VIP Conference in Copenhagen, Denmark, investors' desire to move up the risk curve, the single-family home rental strategy being pursued by several major investment managers and REITs, and the difficulty many investment managers are having differentiating their offerings from competitors.
Contributing reporter Dale Quinn discusses the Mexican government's slate of reforms in the energy, financial and tax areas.