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The PERE Podcast

PEI Group
Real Estate
Blackstone
Private Real Estate
Interest Rates
Private Equity
Private Real Estate Capital Markets
Back Leverage
European Real Estate
Private Markets
Tariffs
Real Estate Market
Private Real Estate Fundraising
Capital Markets
Brookfield Asset Management
Private Equity Real Estate
London
REIT Take-Privates
Artificial Intelligence
Data Centers
Investment Strategies

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 weeklyEpisodes87Foundeda year ago
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InvestingBusiness

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Artwork for The PERE Podcast

Latest Episodes

The launch of the inaugural PERE Credit 100 ranking marks a defining moment for real estate private credit, reflecting both the sector’s sustained growth and its evolving role within institutional investor portfolios.

To mark the milestone, PERE Cre... more

With digital transformation workflows already well engrained in data center demand, cloud computing needs growing by almost a third annually, and a world entering an era defined by artificial intelligence, Austin-based Digital Realty finds itself fac... more

The post-covid era and its historically challenged fund vintages have invited greater scrutiny of managers’ track records and particularly their willingness to accept risk. As investors consider allocating more capital into an anticipated market upsw... more

It's difficult to have any conversation about private capital markets today without artificial intelligence adoption or private credit tension coming up. Whether the take is positive, neutral or negative, very real risks are leading more capital part... more

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Recent Guests

Andy Power
CEO of Digital Realty
Digital Realty
Episode: Digital Realty CEO Andy Power: Private fundraising is 'critical to the success of our company'
Evelyn Lee
PERE Editor consulted for cover story on loss ratios
PERE
Episode: ‘A lot of unnecessary risk’: Lagging performance has managers’ losses under scrutiny
Jeff Giller
Head of Private Markets, StepStone Group
StepStone Group
Episode: ‘A lot of unnecessary risk’: Lagging performance has managers’ losses under scrutiny
Marcos Alvarado
Partner at Sixth Street, head of US real estate
Sixth Street
Episode: Sixth Street’s Alvarado: Future winners ‘need to be more than capital’
David Hodes
Co-founder of Hodes Weill, private real estate capital markets advisory
Hodes Weill
Episode: David Hodes: ‘Why Chatham? They leaned in heavily on technology’
Lucy Scott
Real estate analyst referenced as a contributor on Real Estate Capital Europe
Real Estate Capital Europe
Episode: The cost of capital is climbing – and dealflow is feeling the strain
Sylvia Cicardi
Real estate market commentator
Episode: The cost of capital is climbing – and dealflow is feeling the strain
Bryan McDonnell
Head of Real Estate Credit Strategies
PGIM
Episode: The cost of capital is climbing – and dealflow is feeling the strain
John Calvao
Managing Principal at Pan-European Asset Manager Arrow Global
Arrow Global
Episode: Arrow Global’s playbook for value-add returns in European hospitality

Hosts

Greg Dool
Host of The PERE Podcast
Evelyn Lee
PERE Editor
Randy Plavica
Host of The PERE Podcast
McKenna Levens
Host of The PERE Podcast
Stuart Watson
Host of The PERE Podcast

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Talking Points

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Digital Realty CEO Andy Power: Private fundraising is 'critical to the success of our company'
Q: What common questions are asked by private institutional investors and how is Digital Realty addressing them?
Investors often want exposure to a differentiated platform with an owner-operator mindset, and Digital Realty responds by offering a scalable, integrated team across multiple markets, emphasizing long-term partnerships, diverse capital sources, and a strategy that couples private and public investments for durable returns.
Digital Realty CEO Andy Power: Private fundraising is 'critical to the success of our company'
Q: Can you walk through what those plans are at a high level?
The company has shifted from a traditional, single-vehicle model to a broader, multi-vehicle private-capital platform that sits alongside a long-standing public REIT framework, aiming to fund the global growth of data centers with substantial private and public capital channels.
Sixth Street’s Alvarado: Future winners ‘need to be more than capital’
Q: What are the biggest headaches today and the outlook for navigating this turbulent market?
The guest notes that while crystal-ball predictions are unlikely, the opportunity lies in unlocking stuck real estate capital by combining capital with strategic value, platform capabilities, and a long-term view to weather volatility and seize distressed or dislocated opportunities.
Latest fundraising data: volumes fall but less time is spent on the road
Q: What's the key takeaway from the data for managers trying to raise capital now?
Christie responds that the data show a shift toward smaller fund sizes, more niche strategies, and a balanced distribution among value-add, opportunistic, and debt within the top 10; the market is not in full recovery but is finding a footing, with considerations of geopolitical events and shorter close timelines.
Latest fundraising data: volumes fall but less time is spent on the road
Q: What does the data capture in this dataset and how should listeners interpret the figures?
Kristina explains that the dataset covers market updates as of Q1 2026, including top funds, regional fundraising, capital raised by strategy, and year-on-year comparisons, with a split between funds in market and capital raise by close-ended funds. Listeners should interpret the figures as early indicators for the year, with caution about the incomplete annual picture.

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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?

This show centers on high-level private real estate capital markets, with recurring look-ins at fundraising dynamics, debt strategies, and market-cycle implications. Episodes frequently feature editors and guest practitioners who dissect metrics like loss ratios, debt structures, and capital allocation, and they often thread in real-world anecdotes from firms, sponsors, and lenders. A standout pattern is how advisors, lenders, and asset managers collaborate to interpret shifting liquidity, regulatory changes, and geopolitical risks, offering listeners practical takeaways for messaging, deal structuring, and fundraising strategy. Notable is a consistent emphasis on nuanced context over single metrics, and a tendency to pair data-heavy analys... more

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Which podcasts are similar to The PERE Podcast?

These podcasts share a similar audience with The PERE Podcast:

1. The Weekly Take from CBRE
2. The TreppWire Podcast: A Commercial Real Estate Show
3. Capital Allocators – Inside the Institutional Investment Industry
4. Exchanges
5. The Promote Podcast

How many episodes of The PERE Podcast are there?

The PERE Podcast launched a year ago and published 87 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. Andy Power
2. Evelyn Lee
3. Jeff Giller
4. Marcos Alvarado
5. David Hodes
6. Lucy Scott
7. Sylvia Cicardi
8. Bryan McDonnell

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