Tune in regularly to hear industry executives and thought leaders share their market perspectives and insights. In addition, keep abreast of industry trends and issues by listening to The Dohrmann Report, a monthly podcast with IREI chairman and CEO Geoffrey Dohrmann.
Paula Horn, a managing director and the chief investment officer for Brookfield’s Public Securities Group, talks China, energy infrastructure, real estate, cyclical vs. defensive shares, and building portfolios that balance public and private assets. (10/2023)
Marek Handzel, editor of Institutional Real Estate Europe, fresh from the magazine's editorial advisory board meeting, and EXPO REAL Real Estate Fair and Conference in Munich, Germany, reports on the attitudes and focus among European investors. (10/2023)
Cristina-Garcia Peri, managing partner of strategy and corporate development at Azora talks to Marek Handzel, editor of Institutional Real Estate Europe, about the megatrends driving allocation into areas such as hotels and data centres — and delivering alpha for investors (10/2023)
Ahmed AlNomany, founder and CEO of Batonics, has created an AI platform that conducts investment analysis with the promise of reducing overhead and inefficiencies, while allowing small investment houses to harness the same analytical power wielded by their much larger peers. He joins the program from his home base of Sweden. (10/2023)
Rick Romano, managing director at PGIM Real Estate, takes a turn at the microphone to discuss the current environment for publicly traded REITs, including the strongest property types, categories that are flashing red, the impact of rising interest rates, supply/demand imbalances, and the disconnect between public and private real estate values. (09/2023)
Alvaro Aguirre, a founding member and managing partner of Folium Capital, brings his experience in timber, natural resources, farming, and agricultural technology to the program. His background includes stints at Harvard Management Co. and UBS Global Asset Management. (08/2023)
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses some critical thinking about ESG, as portrayed by London School of Economics professor Alex Edmans. He also offers an update on new features added to the IREI.Q database. (08/2023)
Shlomo Chopp, managing partner at Terra Strategies, an asset management firm founded to capitalize on distressed real estate investment opportunities, is our guest. He discusses where distress is happening, how to access deals, the risk tolerance required to play in the space, potential returns and, of course, the red flags that could spell financial ruin. (08/2023)
Uma Moriarity, senior investment strategist and a member of the listed real estate investment team at CenterSquare Investment Management, joins the program to make the case that public REITs are better positioned today than during prior recessions, including the aftermath of the global financial crisis. (08/2023)
Paul Guest, senior portfolio manager at UBS asset management, takes the microphone to explain why now’s the time to invest in private real estate. We discuss the property types that are flashing green, those that are flashing yellow, and which niche property types are on the rise, among other topics. (08/2023)