Videos & Podcasts

The best U.S. cities for multifamily investing

With a national housing shortage there exists continuing opportunities for multifamily investors — more in some markets than others.  Michael Episcope, co-CEO of Origin Investments, has used a predictive model to find what he deems the best cities for apartment investing. He also warns of possible longer-term problems that could face those markets and the property type. (08/21)

Alternative real estate sectors poised for larger role in portfolios

Portfolio exposure to traditional office and retail will decrease, making space for healthcare, alternative housing, technology and other real estate niches. That’s the word from Nuveen, whose researchers anticipate target allocation for alts to grow to more than 50 percent of real estate allocations by 2030. Nuveen executive Michael Hunter joins the program to discuss the forecast. (08/21)

Challenging gold’s reputation as an inflation hedge

A new research paper titled The Golden Dilemma is challenging some long-held beliefs about gold and its utility as an inflation hedge and portfolio stabilizer. The co-authors, Duke finance professor Campbell Harvey and former TCW Group commodity trader Claude Erb, conclude that gold is a hedge against inflation historically, but not in the way most investors and advisers probably think. Professor Harvey joins the program to explain the paper’s findings. (08/2021)

The Black Creek Group acquisition and global real estate review

Bill Benjamin, partner and head of Ares Real Estate Group, joins the program to discuss the strategic considerations behind the recent merger with Black Creek Group, and the global outlook for real estate by property type and geography. (08/2021)

Retailers go open-air, omnichannel and emphasize strategic tenant mix

Why do open-air shopping centers succeed where malls fail? Why are secondary markets presenting opportunities? What’s involved in achieving a synergistic mix of tenants? And how is omnichannel retailing being used to its greatest effect? Yoel Mayerfeld, co-CEO of Chase Properties, offers his insights. (08/2021)

In Focus: Marion Calcine on investing in the energy transition

Marion Calcine, CIO of Ardian Infrastructure, discusses the current environment in the renewable-energy industry, and the benefits of having the right digital management tools to manage risk efficiently. (08/2021)

In Focus: Tobias Huzarski on impact investing via infrastructure assets

Tobias Huzarski, head of impact investment at Commerz Real, discusses what's new in impact investing in renewable energies, how the E.U.'s Green Deal and taxonomy are driving the impact sector and the market share potential for impact strategies, going forward. (08/2021)

In Focus: Carolyn Arida on renewables and decarbonization trends

Carolyn Arida, director and head of utilities at Harrison Street, discusses current renewable and decarbonization trends in the market, risks that should be considered when evaluating renewables investments and new opportunities in the clean asset space. (08/2021)

Assessing cross-border real estate investment opportunities

What continents, countries and specific cities are most opportune for real estate commitments? What property types are especially ripe for investment? Tinchuck Ng, managing director and head of investments at Cottonwood Group, joins the program to summarize the opportunities that have come into her view. (07/2021)

The art of collecting classic automobiles — whether for passion or investment

Los Angeles real estate mogul Larry Taylor, founder and CEO of Christina, vertically integrated buyer and operator of West L.A. properties, bought a Mercury Cougar XR7 convertible in 1970 at age 16. Since then he’s accumulated a collection of nearly 200 classic cars ranging from Lamborghinis and Cadillacs to Bentleys. He joins the program to discuss how it’s done — including the acquisition, care and management of the fleet. (07/2021)

Investors and the disconnect between listed and nonlisted real estate

What is the danger of underestimating the distinction between listed and nonlisted real estate? What is the “disconnect” between the two strategies? When is listed versus non-listed real estate appropriate in a portfolio? Mike Bessell, managing director and European investment strategist at Invesco Real Estate, joins the program to elaborate on the topic. (07/2021)

Real estate roundtable: Three U.S. cities and three executives monitoring their progress

What property type most defines cities such as New York, Miami and Dallas? What are those cities biggest concerns around hospitality and housing? In what ways will the post-pandemic environment change? What is the biggest impact that will be made by proptech? And what niche real estate category is looking strongest in those markets? Those and other questions are answered by Brian Bader, Kristi Gibson and Ian Shapiro, executives in the real estate practice at BDO. (07/2021)

What the hot auctions business means for investors aiming to buy or sell assets

Technology has dramatically changed and broadened the auction business, and headlines have been filled with titanic asset sales in everything from digital art and vintage wine to classic cars and real estate portfolios. To explain the current environment, we are joined by Chad Roffers, co-founder and chairman of Concierge Auctions. Though he specializes in real estate auctions, Roffers addresses the full gamut of assets going to auction, as well as what auctions will look like with the advent of forthcoming…

Last-mile logistics as commercial real estate’s newest growth engine

A fascinating new report from K.C. Conway, chief economist at the CCIM Institute, provides a host of insights about last-mile logistics, how they are being executed to serve both consumers and businesses, the risks and rewards for investors, and how even hotels and restaurants are participating in this monumental shift. Conway joins the program to discuss his report. (07/2021)

Building real-asset portfolios in an unpredictable economy

What are the challenges investors face in constructing real-asset portfolios in the current environment with depressed fixed income yields and the threat of sustained inflation? What real asset classes are currently advisable? How should they be integrated into portfolios? Our guest, Jared Gross, managing director and head of institutional portfolio strategy at J.P. Morgan, offers his insights. (07/2021)