Videos & Podcasts

In Focus: John Ockerbloom on risks and opportunities in the 2020 market

John Ockerbloom, U.S. head of real estate equity at Barings, discusses the biggest risks and most compelling opportunities in the context of a looming recession. He also explains why he believes core will outperform value-added real estate over the next three-to-five years, and which investors will be hit the hardest. (03/2020)

Shop Talk: Tactical fund managers getting caught flat-footed by coronavirus, oil price collapse

Have tactical fund managers gotten caught flat-footed by the coronavirus and the collapse in oil prices? What could (or should) tactical managers have done in light of recent events? Is tactical management all it is advertised to be, or is mostly a marketing play? What have studies of long-term performance comparing strategic versus tactical fund management taught us? John Traynor, executive vice president and CIO at People’s United Advisors joins the program to share his experiences and insights. (03/2020)

In Focus: Norm Miller on the impact of COVID-19 on commercial real estate

Norm Miller, Professor of Real Estate Finance at the University of San Diego School of Business, discusses the impact of COVID-19, also known as the Coronavirus, on the retail, hotel, multifamily, cap rate markets, and more. (03/2020)

Shop Talk: It’s women’s history month. How are women fitting into the private wealth business?

How do women invest compared with men? Why do women tend to focus on ESG and socially responsible investing in higher percentages? What role are they playing — or should be playing — in family investment and wealth preservation decisions? And why are there so dreadfully few women among the financial adviser ranks? We take up these subjects with Carol Schleif, deputy CIO of asset management at Abbot Downing. (03/2020)

In Focus: Sam Bendix on data centers

Sam Bendix, managing director, investor relations at National Real Estate Advisors, discusses if technological obsolescence is a significant risk factor in data center investment and what are the current and future demand drivers for data centers. (03/2020)

Shop Talk: The investment opportunity in select-service and extended-stay hotels

Mitesh “Mit” Shah, CEO of Noble Investment Group, has invested around $4 billion in the U.S. hotel business through his organization’s real estate funds. He talks about his past and present strategies, why so many real estate investors leave the hotel/hospitality property type out of their portfolios, and why the select-service and extended-stay segments of the hotel business offer such good opportunities. Shah is also part of the ownership group that controls the Atlanta Hawks, the franchised rated as having…

In Focus: Tor Syverud on hydropower

Tor Syverud, head investment management hydropower at Aquila Capital Hamburg, discusses why hydropower is an asset class with untapped potential, what is driving investor appetite in the sector, and what the future holds for the hydropower asset class. (02/2020)

Inside the Edition: The parade to private credit

More investors have steered toward private debt in recent years, adding a new category to their asset mix. The asset class offers the potential for attractive yield and portfolio diversification as concerns about economic uncertainty rise, particularly since the coronavirus outbreak. Laura Catalino, author of a recent column on the topic, and senior vice president of investor relations at M360 Advisors, joins the program to discuss the trend. (02/2020)

Inside the Edition: Fred Fern, founder and CEO of Churchill Management Group

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Fred Fern, founder and CEO of Churchill Management Group. Fern’s cover profile appears in the March 2020 edition of Real Assets Adviser. (02/2020)

Shop Talk: 58 wealthy families take on the affordable housing crisis

Is there any bigger social problem today than the lack of affordable housing? It is a global crisis — so much so that affordable housing was on the agenda at the 2020 World Economic Forum in Davos, Switzerland. Among the people on the ground in Davos was a person looking to put a dent in the affordable housing problem with the backing of 58 high-net-worth families, is our guest. Randy Norton of Green Mesa Capital, and chairman of MultiGreen Properties,…

In Focus: Melis Ogutcu on brownfield and greenfield trends

Melis Ogutcu, head of research – North America at Inframation and Sparkspread, discusses why energy, power and renewables are driving greenfield and brownfield deal growth, and reveals deals and trends to watch for in 2020. (02/2020) Read the North American project and league tables trend report, here.

In Focus: Beth Mace on middle-income seniors housing

Beth Mace, chief economist with the National Investment Center for the Seniors Housing & Care Industries (NIC), discusses 10-year projections for the middle-income seniors housing cohort, the challenges associated with this sector, and why it presents an untapped opportunity for investors. (02/2020)

In Focus: Will Pike on U.S. net lease investments

Will Pike, vice chairman and managing director of net lease property group at CBRE, discusses what is driving demand in the U.S. net lease property sector, the risks investors should be aware of, and what they can expect to see more of in 2020. (02/2020)

Shop Talk: Traditional retailers fight back against e-commerce with in-store technologies

New in-store technologies are being used by traditional retailers in their battle to retain market share against the onslaught of e-commerce retailers, giving shoppers a new and more engaging experience. Jamie Sabat, director of trends and consumer forecasting at Streetsense, and Meghann Martindale, head Global Head of Retail Research for CBRE, have coauthored a report detailing some of these technologies and their impact. They join us to discuss their report about brick-and-mortar shopping today and going forward. (02/2020)

In Focus: John Friedman on social mobility

John Friedman, professor of economics at Brown University and co-founder of Opportunity Insights, discusses how big data is propelling upward mobility, misconceptions on "high mobility neighborhoods" and how investment managers can help close the opportunity gap. (02/2020) Friedman delivered the final keynote, Closing the Opportunity Gap: Social Mobility and Income Inequality, Examining Costs, Risks and Solutions, at the Visions, Insights & Perspectives (VIP) Americas 2020 conference, in Dana Point, Calif.