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The PERE Podcast

PEI Group
Blackstone
Private Real Estate Capital Markets
Private Equity
Real Estate
London
Back Leverage
US Investment Banks
Real Estate Capital Markets
Basel III Regulations
Debt Funds
Knight Frank Capital Advisory
Geopolitical Volatility
Private Real Estate
KKR
European Real Estate
Tariffs
Asset Management
Logistics
Global Trade War
Data Centers

The PERE Podcast features a weekly discussion between members of our senior editorial team spanning formation, strategy and deployment, and regularly draws from the ongoing coverage of PERE, as well as affiliate titles PERE Credit and PERE Deals. We also occasionally host sponsored interviews providing analysis-led commentary about the biggest events in private real estate capital markets around t... more

PublishesTwice weeklyEpisodes48Founded8 months ago
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BusinessInvesting

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Latest Episodes

PERE and its affiliate Real Estate Capital Europe were on the ground at Expo Real in Munich this week, hosting panel discussions and holding more than a hundred meetings with senior executives from across the private real estate market. So this week,... more

The release of PERE’s annual Global Investor 100 ranking of private real estate’s top allocators comes with a somber headline for asset managers: For the first time in the ranking’s history, the world’s top 100 property investors saw their total allo... more

This episode is sponsored by Cain International and Arrow Global

After several years defined by rising rates and pricing uncertainty, Europe’s property market may be at an inflection point. Jay Patel, managing director at Arrow Global, and Arvi Luom... more

In this episode, the editorial team spotlights rising ambitions in real estate debt following news that QuadReal, the property arm of British Columbia’s public-sector pension scheme, plans to deploy £2.5 billion ($3.3 billion; €2.9 billion) into Euro... more

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Recent Guests

Kevin Mofid
Head of EMEA Industrial and Logistics Research at Real Estate Consultant Savills
Savills
Episode: Defense spending and real estate: Insights from Expo Real
Dimme Lucassen
Head of the European Real Estate Team at Capital Advisory Firm Evercore
Evercore
Episode: Growth reversed: Declines hit real estate’s top allocators
Joe Biasi
Head of US Commercial Capital Markets Research at Newmark
Newmark
Episode: Will lower interest rates jumpstart the private real estate market?
David Bitner
Executive Managing Director of Global Research at Newmark
Newmark
Episode: Will lower interest rates jumpstart the private real estate market?
Keith Breslauer
Founder of Patron Capital, a European private equity real estate firm
Patron Capital
Episode: ‘I didn’t do this to exit. I did this to grow’: Breslauer on Patron’s sale to MEGP
Oliver Salmon
World Research Director at Savills
Savills
Episode: Prime office markets are heating up. Has the comeback arrived?
Bernhard Hansen
CEO of Arrow Global Germany
Arrow Global
Episode: Opportunities amid the dislocation: Investing in Germany’s property market
Rich Hill
Global Head of Real Estate Research and Strategy at Principal Asset Management
Principal Asset Management
Episode: 'It's an alpha trade': Private equity comes for logistics REITs
Michael Barrie
Head of Real Estate for UK and Europe at L&G
Legal & General
Episode: Inside a landmark £4.7bn UK property fund merger

Hosts

Lucy Scott
Host known for engaging discussions with industry experts, bringing analysis-led commentary on the latest trends in private real estate markets.
Greg Duell
Host known for exploring the intersection between economics and real estate investments, frequently featuring market trend analyses.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

‘I didn’t do this to exit. I did this to grow’: Breslauer on Patron’s sale to MEGP
Q: Is there a plan for your new parent, Mitsubishi Estate Global Partners, and what role will Patron play in a growing investment strategy?
Breslauer explains that Patron will serve as the growth story for Mitsubishi in Europe, focusing on their strengths while contributing to Mitsubishi's plans.
‘I didn’t do this to exit. I did this to grow’: Breslauer on Patron’s sale to MEGP
Q: What assurances do I need to be given?
Breslauer discusses the ethos of work-life balance at Patron and how Mitsubishi's respect for these values was reassuring.
Starwood, Brookfield and real estate’s net-lease boom
Q: What is the significance of net lease properties in the current market?
Net lease properties are seen as a secure investment with predictable income streams, making them attractive to institutional and retail investors seeking stability during market volatility.
Starwood, Brookfield and real estate’s net-lease boom
Q: What did Josh Shandell have to say about why Brookfield sold this asset?
Josh explained that the decision to sell was part of Brookfield's business plan to build the platform and then sell it into viable market conditions, reflecting a strategy that aligns with investor demand for predictable income.
Inside a landmark £4.7bn UK property fund merger
Q: How are DC schemes being pushed by the UK government to invest in private markets?
The UK government is encouraging DC schemes to allocate more assets into private markets, starting from 5% to a target of 10% over a few years.

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Frequently Asked Questions About The PERE Podcast

What is The PERE Podcast about and what kind of topics does it cover?

A mix of insights and analysis focused on private real estate, featuring a range of discussions that cover market trends, investment strategies, and significant developments in the realm of real estate capital. Topics often revolve around the private equity real estate landscape, including the dynamics of various markets across the globe, investment management tactics, and the influences of economic policies and conditions on the real estate sector. This content is particularly suitable for industry professionals, investors, and those interested in understanding the nuances of real estate investments and private equity strategies. Noteworthy discussions often highlight expert opinions, recent transactions, and critical trends shaping the ma... more

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How many episodes of The PERE Podcast are there?

The PERE Podcast launched 8 months ago and published 48 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The PERE Podcast?

Recent guests on The PERE Podcast include:

1. Kevin Mofid
2. Dimme Lucassen
3. Joe Biasi
4. David Bitner
5. Keith Breslauer
6. Oliver Salmon
7. Bernhard Hansen
8. Rich Hill

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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