In a special guest episode of The TreppWire Podcast, we welcome Carly Tripp, Global Chief Investment Officer and Head of Real Estate Investments at Nuveen Real Estate. Carly speaks with the team about the shifting commercial real estate landscape, diving into the impact of the current macroeconomic climate and how the pandemic changed the market. We also discuss the heavily-debated office sector, retail resiliency, and surprises in CRE.
Episode Notes:
Carly Tripp background/overview (0:54)
Interest rates and inflation, impact on CRE (3:51)
Are parts of CRE more resilient to passing costs? (7:08)
Rental housing (10:16)
The velocity of CRE & investment (12:06)
CRE fundamentals: the office market (14:22)
Hotel volatility (18:17)
Strong performers, alternative asset classes (20:51)
Retail resiliency (23:46)
What keeps us up at night: the macro backdrop (26:08)
Vibe check (29:26)
Nuveen RealAccess report (30:33)
Questions or comments? Contact us at podcast@trepp.com.
Follow Trepp:
• Twitter: www.twitter.com/TreppWire
• LinkedIn: www.linkedin.com/company/trepp-llc
• Facebook: www.facebook.com/TreppLLC
The TreppWire Podcast: A Commercial Real Estate Show