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The PERE Podcast

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

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 weeklyEpisodes58Founded10 months ago
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InvestingBusiness

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Latest Episodes

This episode discusses ICG’s retrenchment from Asia, following a line of western managers doing the same. We also speak to Gaw Capital, chairman of Goodwin Gaw, about his views on the current trend and the firm’s own renewed focus on the region.

Las... more

Transaction activity has at last been picking up in the private real estate market after a multi-year slowdown. But one area that has stayed consistently busy has been the dealmaking environment for property fund managers themselves.

A string of dea... more

This episode is sponsored by Manulife Investment Management

As new industries evolve and accelerate, new opportunities are constantly arising for institutional investors in the private real assets space.

It isn’t always easy, however, for managers ... more

A recurring theme in real estate private equity this year has been the proliferation of capital into so-called “niche” or alternative property types beyond the traditionally institutionalized sectors such as office, retail, industrial, multifamily re... more

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Recent Guests

Erin Patterson
Global Co-Head of Research and Strategy
Manulife Investment Management
Episode: The next frontier for real assets: Why multi-product managers have a head start to 2030
Maggie Coleman
Chief Investment Officer for Real Estate Equity and Co-Head of Global Portfolio Management
Manulife Investment Management
Episode: The next frontier for real assets: Why multi-product managers have a head start to 2030
John Anderson
Global Head of Corporate Finance and Infrastructure
Manulife Investment Management
Episode: The next frontier for real assets: Why multi-product managers have a head start to 2030
Alicia Glen
Former Deputy Mayor for Housing and Economic Development in NYC, now CEO of MSquared
MSquared
Episode: 'It’s a really solid asset class': Private capital warms to affordable housing
Frank Benamou
Risk Transfer Portfolio Manager at Cheney Capital
Cheney Capital
Episode: Understanding synthetic risk transfers: The financial tool reshaping real estate lending
Doug Weill
Co-founder of Hodes Weill & Associates
Hodes Weill & Associates
Episode: Is real estate’s allocation slide a brief dip or a sign of a larger rebalancing?
Aaron Krawitz
Founder and CEO of Bravo Capital
Bravo Capital
Episode: Real estate credit finds its footing as markets recalibrate
Matthew Norris
Head of real estate securities at London-based investment manager Gravis Capital Management.
Gravis Capital Management
Episode: 'Fox in the henhouse': Blackstone’s UK REIT push takes a surprising turn
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

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.

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Talking Points

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'It’s a really solid asset class': Private capital warms to affordable housing
Q: What factors have made it difficult for investors to enter the affordable housing market?
Alicia mentions traditional investment avenues like tax credits and lending but points out the lack of private equity vehicles until recently, despite the urgent housing crisis.
'It’s a really solid asset class': Private capital warms to affordable housing
Q: What are the differences between affordable housing and lower-cost housing?
Alicia Glen explains the distinction, emphasizing that affordable housing has income restrictions and rent controls, ensuring affordability for specific income groups, while lower-cost housing might not have such protections.
Is real estate’s allocation slide a brief dip or a sign of a larger rebalancing?
Q: Would you mind going into more detail about the findings for us?
Doug notes that the allocations have decreased but institutions expect to increase their targets next year, indicating a possible return to growth.
Understanding synthetic risk transfers: The financial tool reshaping real estate lending
Q: Is this something that's going to be an almost side project for a debt fund rather than a core piece of business?
Yes, while it's not the main focus, SRTs present a significant opportunity for debt funds due to their low risk and the potential for high returns.
Understanding synthetic risk transfers: The financial tool reshaping real estate lending
Q: How well suited is real estate as an asset class to the SRT market?
Commercial real estate is well-suited for SRTs, though it has faced challenges post-COVID, resulting in a calculated approach from banks regarding these transactions.

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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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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. The Walker Webcast
4. The Promote Podcast
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of The PERE Podcast are there?

The PERE Podcast launched 10 months ago and published 58 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. Erin Patterson
2. Maggie Coleman
3. John Anderson
4. Alicia Glen
5. Frank Benamou
6. Doug Weill
7. Aaron Krawitz
8. Matthew Norris

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