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.
Space utilization densification, technological advances and demographic changes are creating headwinds in the path of office space demand. Certain metro areas, however, have advantages that may transcend those challenges. We discuss the story's dimensions with Loretta Clodfelter, editor of Institutional Real Estate Americas.
Given the current state of the real estate market, what investment strategy makes the most sense? Will overseas capital flow continue to benefit the United States? How much longer will the real estate cycles last? And what are the pros and cons of the policies articulated thus far by the Trump administration? Indy Karlekar, managing director of global research and strategy at Principal Real Estate Investors, joins us to discuss.
Ron Temple, managing director and co-head of multi-asset investing at Lazard Asset Management, joins us to discuss liquid investing in real assets at a time when the changing geopolitical landscape indicates inflation might be in the offing.
What makes Cuba uniquely attractive to U.S. investors? What are its major investment opportunities? Do the Cuban people have an entrepreneurial spirit after more than 50 years of socialism? What will it take for investors to succeed in Cuba? And what are the potential pitfalls? We ask Michael Andrews and Victor Hugo Rodriguez, two of the principals at Cuba Avanza Partners, a New York–based private equity firm focused on funding small- and medium-sized businesses in Cuba.
Given a hypothetical $1 billion to invest in real estate, what allocations would you make? That is the question put to top-tier investors by the Real Confidence Executive Survey, produced by Altus Group in collaboration with the National Association of Real Estate Investment Trusts (NAREIT) and the National Council of Real Estate Investment Fiduciaries (NCREIF). Which property type dominated among survey respondents? Which posted the largest increase over the previous survey? And which property type was decidedly out of favor? Chuck DiRocco, director of research for Altus Group, joins us to review the results.