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.
Kenneth Campbell, who spent his professional lifetime reporting on the REIT business and wrote the first full-length book on REITs many years ago, is back with yet another book titled “Watch That Rat Hole: And Witness the REIT Revolution.” He joins us to discuss his new book and what he saw from the industry’s nascent days to its current market capitalization of $1.1 trillion.
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses new people and activities at the organization.
Why are commercial real estate cycles different than cycles of other asset classes? What are the three big cycles that drive the overall cycles governing commercial real estate? Why is DTU — or demographics, technology and urbanization — so critical to commercial real estate success, and where is the DTU dynamic most prominently manifesting itself? Allan Swaringen, president and CEO of JLL Income Property Trust, explains.
Why are financials alone inadequate when evaluating a company’s or investment fund’s performance? Why is it important to standardize sustainability metrics? How do companies and fund managers benefit from providing standardized sustainability information? And why does business mogul and former New York City mayor Michael Bloomberg say that he believes standardizing the disclosure of sustainability information will improve financial performance? We discuss with Bryan Esterly, who leads standards development for the infrastructure sector at the Sustainability Accounting Standards Board, better known as SASB.
What are the hottest U.S. real estate markets and property types? Are some markets and property types becoming overbuilt? Is there still money to be made in secondary markets? We take up these subjects with Bryan Sanchez, co-CIO and portfolio manager at Lionstone Investments.