Capital Markets Trends with JLL’s Mark Gibson

In this episode, JLL’s CEO of Capital Markets Americas, Mark Gibson, joins Terry Montesi and Tommy Miller to discuss a wide range of topics -- from inflation to supply chain issues -- and their impact on capital markets. Mark comments about the recent JLL and HFF merger, and names two property sectors he expects to boom. The three also discuss real estate investors’ motivations, while Terry and Tommy share what’s new across the Trademark portfolio.

Leaning In is published every second and fourth Wednesday of the month. Be sure to subscribe to here the next episode.

Timestamps
(0:56) - Mark’s thoughts on the JLL & HFF merger

(3:30) - Mark’s update on the real estate capital markets in retail, multifamily and office

(6:57) - Thoughts on inflation, stagflation, and the global supply chain issues’ impact on capital markets in the next 24 months

(11:00) - What’s your view on multifamily development and investing over the next 3-7 years?

(12:39) - What’s your view on retail over the course of the same period?

(14:20) - How will office will be affected with the long-term impact of Work From Home?

(18:22) - Is there a trend away from the ‘Midtown Manhattan’ of hundred story office buildings into more mid-rise concepts that are easier to get in and out of?

(19:35) - Creativity in WFH situations

(22:34) - What research have you seen on product sector performance in mixed-use projects?

(26:49) - Are there any macro trends out there that you’re seeing emerge that will be quite powerful?

(29:07) - Do you think the surge of capital into the retail sector is sustainable?

(31:41) - Gateway market performance

(34:07) - Where do you see investor appetite for regional malls?

(36:13) - Terry and Tommy’s thoughts on capital allocation going forward in mixed-use and multi-family