Videos & Podcasts

Did you know food consumption is projected to double over the next 50 years? What ag-tech innovations will have a particularly powerful impact on production and profitability? What are the sweet spots among farm crops? What are historic and projected returns? We discuss these matters with our guest, Martin Davies, CEO of Westchester Agriculture Assets, an affiliate of Nuveen, with about $8 billion of global farmland assets. (06/2019)

Housing expert Ivy Zelman, CEO of Zelman & Associates, is noted for having accurately called the top of the housing market in 2005, as well as the bottom of the market in January 2012. She joins the program to discuss the current state of housing, the “yellow flags” she has detected, the emergence of the “I-buyer” market, the low inventory of available single-family homes, and the accelerating build-to-rent market. (05/2019)

John Williams, president and CIO at Avanath Capital Management, discusses focusing on investing in affordable housing for renters in a specific income bracket and location, the demand for affordable housing in larger cities and more. (05/2019)

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses the just-completed iREOC (Institute for Real Estate Operating Companies) Annual Membership Meeting in Park City, Utah, and looks ahead to the VIP Infrastructure gathering slated for June 11-13 in Toronto, Canada. (05/2019)

The latest figures are showing commercial real estate deals are slowing in Europe, coupled with the economic slowdown. Marek Handzel, editor of Institutional Real Estate Europe, reports the details. (05/2019)

What were the terms of the landmark 75-year Warner Bros. lease in Burbank? Our guest is Andrew Schmerzler, the business attorney who negotiated the lease. He joins us to discuss other major entertainment projects under development in L.A., what constitutes “entertainment real estate,” the short- and long-term future of entertainment properties, and whether there is a clear path for high-net-worth individuals to participate, either separate from or alongside institutional players. (05/2019)

“The megastorm era,” the lead feature in the May 2019 issue of Institutional Real Estate Americas, examines why the real estate industry is dragging its heels on pricing weather risk into values and investment assumptions. Loretta Clodfelter, editor of the magazine, discusses that topic, as well as the push toward “sustainable warehouses.” (05/2019)

Aaron Block and Zach Aarons, co-authors of PropTech 101: Turning Chaos Into Cash Through Real Estate Innovation, join the program to discuss their book, the PropTech startup incubator and VC organization they co-founded, and to outline their vision of how property technology will revolutionize the real estate business. (05/2019)

The Australian real estate debt sector is undergoing substantial change and creating new opportunities for investors. Australian banks are withdrawing from real estate lending, creating openings for nonbank lenders. What kinds of opportunities is this creating for investors? To discuss we are joined by Peter Mitchell, director of Elysium Capital, and a consultant with Emerge Capital on offshore investment into real estate debt and equity products in Australia. He is also ex-CEO of the Asian Public Real Estate Association. (05/2019)

How is artificial intelligence going to be applied to real estate crowdfunding? What are the weaknesses of AI? What void is crowdfunding filling in the real estate market? And how can wealth managers use crowdfunding platforms on behalf of their clients? Our guest — Adam Hooper, founder and CEO of RealCrowd, an online real estate equity marketplace — takes on those subjects. (05/2019)

Chinese investment in U.S. commercial real estate boomed from 2014 until 2017, then it dropped off. Why the decline? What is behind China’s new strategy of capital controls? How air-tight is the Chinese government’s control over preventing the offshoring of wealth? What does the future hold? To discuss those issues we are joined by Ben Briggs, an executive with Briggs Freeman Sotheby’s International Realty, and lead author of the book Chinese Institutions’ Definitive Guide to USA Commercial Real Estate. (05/2019)

Andrew Holmberg, principal at Berkeley Partners, gives a brief update on the current light industrial market. (05/2019)

Crowdfunding platforms have now set their sights on underwriting infrastructure projects, albeit modestly, having raised only about $600 million thus far, and the vast majority of that for the energy sector. Still, it is a new and growing effort that is being tracked by our guest, Kate Gasparro, a Ph.D. student at Stanford University. (04/2019)

Jeff Giller, partner, head of real estate, StepStone Group Real Estate, discusses the concept and practice of combining asset management and advisory services. Despite some potential conflicts of interest — which can be mitigated — the changing landscape is making the combination of the two more practical and beneficial for investors. (04/2019)

Come 2025, travelers will be traveling between Dallas and Houston at upwards of 200 mph on Japanese manufactured trains as part of a roughly $17 billion project being entirely underwritten by private investors. What is the cost structure for the organization and what is its revenue model? What will it cost passengers? What ridership level is required to make a profit? Will the system compete with air travel? And what is it expected to do for surrounding real estate development…

Did you know Airbnb, VRBO and other hospitality marketplaces have started cutting deals with apartment communities to place short-term renters? Or that the economics of short-term rentals are allowing for more dynamic pricing in apartment communities and the potential for higher profitability? Our guest, Georgianna Oliver, CEO of Package Concierge, is operating in the thick of these new trends and sensibilities. She joins us to elaborate. (04/2019)

What does it mean that skilled nursing has moved from fee-for-service to value-based care? Why are there occupancy challenges despite the aging of the baby boomer generation? When is senior housing scheduled to reach its peak, and how long will that peak be sustained? What are the opportunities going forward? We discuss those issues with Bill Kauffman, who works with the research team at the National Investment Center for Seniors Housing & Care. (04/2019)

With Britain’s withdrawal from the European Union facing a new Oct. 31 Halloween deadline and protests in the streets, how are real estate prices reacting to the social and political tumult? Marek Handzel, editor of Institutional Real Estate Europe, joins the program to discuss his thoughts on Brexit, real estate values and the euro zone at large. (04/2019)

Why are so few women found in the C-suites of real estate companies? Why have so few started their own real estate firms? What is the difference between equality of opportunity and equality of outcome? Loretta Clodfelter, editor of Institutional Real Estate Americas — and author of the April edition’s lead feature story on the subject, as well as a companion editorial — discusses her findings. (04/2019)

Sarah Quinlan, managing director at Carolantic Fund, discusses the uncertainty in the economy, how leaning into the volatility of the economy can positively raise the return of real estate, behavior changes that have happened in the population post-recession and more. (04/2019)