

The Waiting: PGIM’s Cathy Marcus on when and where capital will find opportunity
Sep 11, 2023
PGIM Real Estate's Cathy Marcus discusses investment opportunities in multifamily, industrial, and retail sectors. The podcast explores the differences in the current market situation compared to past crises and the importance of global consistency in investing infrastructure. The speakers also highlight the growth potential of data centers and the concept of double bottom line investing, with a focus on affordable housing. They discuss various types of housing affordability and investment opportunities, including low income housing tax credits and workforce housing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Differences in Current Market Situation
03:18 • 15min
Global Consistency in Investing Infrastructure and Insurance Costs
18:35 • 6min
The Macro Reasons and Sustainability Challenges of Data Centers
24:06 • 2min
Double Bottom Line Investing and Affordable Housing: A Discussion on Impact Strategies
26:32 • 3min
Housing Affordability and Investment Opportunities
29:14 • 7min