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In this episode of The Distribution, host Brandon Sedloff sits down with Len O’Donnell, CEO of Affinius Capital, for a…

Gary Barnett looks ahead at new skyscrapers, the rise of automation—and why an IKEA makes sense in Midtown Manhattan

More people than ever are running errands at their neighborhood shopping center. Supply of this type of property is surprisingly…

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where…

To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to…

Brian shares how Heitman pioneered allocations towards self-storage, medical offices, senior housing, and single-family rentals.

This article analyzes UK developments and redevelopments since 2001 using the standing investment market equivalent (SIME) metric to assess excess…

We talk about the lessons he learned at Goldman and Stockbridge during the GFC, the early days of striking out…

CRE prices rose in August, led by retail and industrial sectors, marking the strongest annual growth since 2022, per MSCI’s…

CRE prices rose in August, led by retail and industrial sectors, marking the strongest annual growth since 2022, per MSCI’s…

Bond yields are reshaping commercial real estate values, driving sharper swings in property returns than GDP or inflation.

One of our most requested guests, David Greaney is the Chief Executive Officer of Synergy, a Boston-based real estate investment…

As millennials’ lives evolve, so do their shopping habits. The cohort already makes up the largest share of today’s population, and they…

Willy was joined by Tom Gilbane, Managing Member and Co-President of Rockpoint, at the 2025 Zelman Housing Summit. 

Bryan Thornton joins host Brandon Sedloff on The Distribution for a wide-ranging conversation about his 26-year career at PCCP and…

Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time.

Thinking about the “spectrum” of the built world

A firsthand account of making real estate magic happen in Silicon Valley by real estate development veteran Steve Edwards

In 2001, Warren Buffett described the ratio of total U.S. stock market capitalization to GDP as ‘probably the best single…

In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group.

More GPs are choosing to raise from family offices and HNWIs rather than institutions. But do they know how?

Chris Merrill, Co-Founder and CEO of Harrison Street, joins Brandon Sedloff to explore a career defined by risk-taking, innovation, and…

‘Welcome South, Brother’ is turning into goodbye, as many residents look to smaller, more affordable metro areas

Historically, Americans haven’t shied away from charting new courses, and U.S. residents’ interest in migrating to new areas of the…

My guest today is Alan Waxman. Alan is the co-founder and CEO of Sixth Street, one of the most unique…

Brad Briner, State Treasurer of North Carolina, discusses investment leadership, public finance reform, and real estate strategy in the public…

As cities confront rising office vacancies, housing crises, aging building stock, and ambitious climate targets, adaptive reuse is emerging as…

The man’s alter ego is the famed CRE Analyst account with more than 90,000 followers — James Ray, the co-founder…

In this episode of the declarations. podcast, Host Todd S. Rich welcomes Michael Glosserman, longtime real estate executive, member of…

Happy Dry (Martini) January! It’s too late to say Happy New Year so maybe Happy Lunar New Year will suffice.…