Videos & Podcasts

Hedge funds appear to be back in favor, having returned 10.5 percent during 2017, according to the Barclay Hedge Fund Index, and off to a good start for 2018. Michael Tiedemann — CEO, CIO and chairman of Tiedemann Wealth Management — joins us to discuss some of the changes he has witnessed since his father founded a still-operating hedge fund in 1980. (02/2018)

Loretta Clodfelter, editor of Institutional Real Estate Americas, highlights a trio of feature stories published in the February 2018 edition of the magazine, including a trend among institutional investors for creating single allocations for real assets strategies. (02/2018)

Tom Stults, managing director and co-head of investment division at Cadre, speaks with Jonathan Schein, SVP and managing director of global business development at Institutional Real Estate, Inc., about Cadre's private equity model and how it compares to traditional private equity models, where the application of technology will impact real estate, Cadre's new partnership with Goldman Sachs, and more. (02/2018)

Jacques Gordon, global head of research and strategy at LaSalle Investment Management, discusses how the Goldilocks bedtime story relates to the different bears in the economy and how that will affect 2018 and the years to come. (02/2018)

Alice Breheny, global head of research at TH Real Estate, and Melissa Reagen, head of research, Americas at TH Real Estate, discuss the commercial real estate outlook for 2018 in the global and U.S. markets. To read the full report, click here.  (01/2018)

A new report from Savills Investment Management concludes that technology, urbanization and globalization will determine the winners in Europe’s logistics sector. We are joined by Irfan Younus, the organization’s head of European research, to discuss the report’s findings. (02/2018)

Ben Cook, portfolio manager at BP Capital Fund Advisors, discusses the recent events that have led to the opportunity for U.S. producers to increasingly serve the global market, the events creating the growing export market opportunities for the U.S. energy industry, recent trends in export volume growth, and more. (02/2018)

The 2018 Real Confidence Executive Survey — which asks participating executives where they would allocate a theoretical $1 billion in CRE investments to maximize their 2018 returns — has been released by Altus Group. Chuck DiRocco, director of research for the Washington, D.C., firm joins us to review the results. (01/2018)

Indy Karlekar, head of global research at Principal Real Estate Investors, and Doug Poutasse, executive vice president and head of strategy and research at Bentall Kennedy, offer their prognostications on how the real estate sector will perform in 2018 and beyond, as well as where the best opportunities are likely to be found. (01/2018)

More than 100 months into the second-longest economic recovery in U.S. history, we assess how the real estate sector will perform during the new year. Our guests, Melissa Reagen of TH Real Estate and Robert Bellinger of ASB Real Estate Investments, offer their best prognostications for the industry’s prospects for the near term. (01/2018)

As we look ahead to 2018, where are the opportunities and where are the challenges? Loretta Clodfelter, editor of Institutional Real Estate Americas, joins us to discuss the feature story she authored on the subject. (01/2018)

In his final podcast of 2017, Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses the historic tax cut and reform bill enacted by the Trump administration, as well as the prospects for the federal government and private investment interest getting a major infrastructure program approved and benefitting institutional and high-net-worth individuals and families. (12/2017)

What is the future of parking structures? What about their economics and investment opportunities? What are some of the new technologies being brought to the process? Are autonomous vehicles a threat to the economic future of parking? And should we be parking our cars front-end first or tailpipe first? Dan Huberty, president of MVP REIT, also known as TheParkingREIT, is our guest. (12/2017)

New tech and retail trends are transforming industrial real estate, as online retailers focus on the "last mile" for same-day deliveries to customers. Also, single-family housing rentals continue, by some, to be regarded as an emerging asset class, and we look at single-family rental activity for 2016 and 2017. Loretta Clodfelter, editor of Institutional Real Estate Americas, joins us to highlight. (12/2017)

“The valuations in the cannabis space are simply the best I have ever seen,” says former BlackRock executive Chris Leavy, who came out of an early retirement to take an executive position with MedMen, a marijuana investment house and retailer. With 64 percent of U.S. citizens favoring full legalization, and 94 percent favoring legalization of pot for medical use, the future of marijuana investing is burning brightly. Leavy joins the program to elaborate. (12/2017)

Richard Fleming, editor of Institutional Real Estate Europe, summarizes some of the great unknowns facing the European economy, as well as the geopolitical risks surrounding the continents. (12/2017)

What Middle East country was the number one investor in U.S. real estate for 2017? (The answer will surprise you.) What property type has supplanted office as the most popular among foreign investors? What changes are afoot in Japan that could change the size of its role? What are the chances that FIRPTA regulations could be rewritten or repealed to unleash even more foreign dollars? CBRE Group executive Chris Ludeman is our guest. (12/2017)

Zillow reports that millennials — those ages 18-34 — now account for 42 percent of today’s home buyers, which is more than other generations. Why is the housing market suddenly seeing an influx of millennial buyers? How do they differ from generations of previous homebuyers? Gregg Gerken, an executive with TD Bank, joins us to discuss this trends statistical and anecdotal features. (11/2017)

What is the biggest weakness in the current approach by sponsors to product development? What are the ramifications of those weaknesses? How will new regulations affect product development? With institutional players such as Blackstone, Brookfield and TH Real Estate moving into the private wealth space, how will they change product development for individual investors and family offices? Joining us to discuss those issues is Steve Kantor, CEO of S2K Financial, a New York City-based alternative investment firm. (11/2017)

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., has returned from a whirlwind event tour and he offers an overview of the goings-on at Springboard (San Diego), PREA (Chicago), ADISA (Las Vegas), ANREV (Singapore), a board of trustees meeting for the Bailard REIT (San Francisco), the editorial advisory board meeting for the company’s Asia-Pacific magazine (Kyoto, Japan), as well as the Institute for Real Estate Operating Companies first inaugural board meeting (Chicago). Still to come after the Thanksgiving…