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The PERE Podcast

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

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 weeklyEpisodes54Founded9 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The PERE Podcast

Latest Episodes

In this episode, host McKenna Leavens sits down with Jonathan Brasse, PERE editor-in-chief, and Evelyn Lee, PERE editor, to unpack the optimism circulating at PERE Network’s 20th annual America Forum, held earlier this week in New York City. The flag... more

In this episode, host Greg Dool sits down with Jonathan Brasse, PERE's real estate editor-in-chief, for a deep dive into one of the biggest forces transforming the private markets landscape: manager consolidation.

The discussion explores why private... more

In this special episode, the team explores how synthetic risk transfers, a financial tool used by banks to help them free up capacity for more lending, are growing in real estate.

Join Real Estate Capital Europe editor Daniel Cunningham and deputy e... more

A multi-year slowdown in private real estate has prompted institutional investors to cut their average target allocation to the asset class for the first time in more than a decade. Is it merely a short-term setback for property fund managers, or a s... more

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Recent Guests

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
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

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

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#126
United Kingdom/Business/Investing
Apple Podcasts
#63
Belgium/Business/Investing
Apple Podcasts
#135
South Korea/Business/Investing
Apple Podcasts
#138
Ireland/Business/Investing
Apple Podcasts
#171
Singapore/Business/Investing
Apple Podcasts
#181
Japan/Business/Investing
Apple Podcasts
#211
Denmark/Business/Investing
Apple Podcasts
#223
Belgium/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Understanding synthetic risk transfers: The financial tool reshaping real estate lending
Q: How competitive is it for you to be doing these trades at this point in the market cycle?
It's a very competitive market with an increase of banks and investors involved, emphasizing the importance of having a dedicated strategy for SRT investments.
Understanding synthetic risk transfers: The financial tool reshaping real estate lending
Q: What is an SRT? How does it work? How does it function? What's actually involved here when you're doing these trades?
SRT is an edging technique of the bank aimed at optimizing capital consumption and managing risk while retaining the assets on the bank's balance sheet.

Audience Metrics

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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. Capital Allocators – Inside the Institutional Investment Industry
5. The View From Apollo

How many episodes of The PERE Podcast are there?

The PERE Podcast launched 9 months ago and published 54 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. Frank Benamou
2. Doug Weill
3. Aaron Krawitz
4. Matthew Norris
5. Kevin Mofid
6. Dimme Lucassen
7. Joe Biasi
8. David Bitner

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