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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
Data Centers
Investment Strategies
Debt Funds

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 weeklyEpisodes85Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The PERE Podcast

Latest Episodes

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

Consolidation comes for every facet of the real estate landscape at some point, or so the most scaled participants and their acquisition targets often say.

But in today’s market, specialized managers and their business partners are looking for more ... more

The real estate investment management market is coming to terms with its latest hurdle this week. The cost of debt has been on the rise for some time, as select managers have told affiliated PERE titles. And in today’s market, the cost of doing busin... more

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Recent Guests

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
Kristina Savcenkova
Research Manager at PEI
PEI
Episode: Latest fundraising data: volumes fall but less time is spent on the road
Christie Ou
Editorial team member
The PERE Podcast
Episode: Latest fundraising data: volumes fall but less time is spent on the road
Daniel Cunningham
Editorial team member
The PERE Podcast
Episode: Latest fundraising data: volumes fall but less time is spent on the road

Hosts

Greg Dool
Co-host and interviewer on The PERE Podcast
McKenna Leavens
Host of The PERE Podcast; PERE Deals reporter
Lucy Scott
Co-host of The PERE Podcast; Host of The PERE Podcast
Jonathan Brasse
Contributor, regular speaker on the podcast

Chart Rankings

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

Apple Podcasts
#222
Italy/Business/Investing
Apple Podcasts
#139
South Korea/Business/Investing
Apple Podcasts
#148
Netherlands/Business/Investing
Apple Podcasts
#164
Singapore/Business/Investing
Apple Podcasts
#212
Spain/Business/Investing
Apple Podcasts
#234
Denmark/Business/Investing
Apple Podcasts
#249
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Piecemeal over portfolios: Selective industrial buys and exits show a sharpshooting template ahead
Q: What parameters define a 'prime asset' today, and how are buyers evaluating locations and asset features?
Prime assets are modern, well-located properties with robust infrastructure, power, and efficient layouts that support tenants' growth; location at the sub-market level matters as much as city-level dynamics, and lenders seek risk-adjusted returns aligned with those factors.
Piecemeal over portfolios: Selective industrial buys and exits show a sharpshooting template ahead
Q: Can you set the stage for what competing for deals and market share within the industrial sector looks like today?
The market has rebounded with high leasing activity, solid investment volumes, and a strong appetite from diverse buyers; competition is driven by liquidity, asset quality, and location, with a continued shift toward modern, well-located spaces.

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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?

The series centers on private real estate capital markets, with a steady emphasis on deal-making dynamics, fundraising trends, and capital deployment across major markets. Episodes frequently dissect large transactions, lending environments, and the evolving roles of lenders, sponsors, and investors, often pairing industry veterans with senior editors to unpack market signals, risk management, and strategic positioning for private real assets. Notably, the show tends to feature deep dives into sectors like hospitality, office, data centers, and affordable housing, plus cross-border trends in Europe, Asia, and North America, making it a strong fit for executives looking to understand market-moving forces and for sponsors seeking a highly inf... 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 a year ago and published 85 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. Marcos Alvarado
2. David Hodes
3. Lucy Scott
4. Sylvia Cicardi
5. Bryan McDonnell
6. John Calvao
7. Kristina Savcenkova
8. Christie Ou

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