Lauren Hochfelder

Lauren Hochfelder, Morgan Stanley real assets lead, discusses long-term real estate themes and sector opportunities. Alexandra Levine, Bloomberg tech reporter, explains the Oracle-led TikTok US transaction and lingering security questions. Andrew Krei, Crescent Grove CIO, weighs market, yield and geopolitical risks. They cover the storm’s market impacts, TikTok’s structure, and where to find resilient real assets.

Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, shares her insights on the evolving landscape of commercial real estate amid e-commerce growth and demographic changes. She highlights lucrative investment opportunities in industrial warehouses and senior living spaces while addressing challenges for lower-quality properties. The podcast also delves into Donald Trump’s expanding trade policies and Meta's ambitious plans for humanoid robots, showcasing the intersection of technology and global commerce.

Lauren Hochfelder is the Co-CEO of Morgan Stanley Real Estate Investing, with extensive expertise in property investment strategies. In a dynamic discussion, she shares insights on the real estate market, predicting a recovery by 2026 as values drop around 25%. Lauren highlights resilient sectors like residential and senior housing, noting an undersupply in the latter. She elaborates on the financial dynamics of senior housing and the societal impacts of eldercare, emphasizing the growing demand due to an aging population.

Guests discuss Biden's future in the Democratic ticket, investment opportunities in India, and real estate trends like industrial properties and Blackstone's impact. Also covered are concerns about Biden's abilities, office to residential space conversions, and AI in CRM.

In this podcast, guests discuss the sentencing of FTX co-founder to 25 years in prison for fraud, real estate outlook challenges, Baltimore bridge accident, Apple lawsuit, and market trends impact on investment strategies.