Rich Hill

Rich Hill, the global head of real estate research at Principal Asset Management, shares insightful perspectives on the current REIT landscape. He highlights the importance of incorporating listed REITs into private portfolios to enhance stability and optimize returns. Hill discusses global opportunities in diverse sectors like data centers and senior housing, emphasizing their potential amid market dislocation. He advocates for a strategic 10% to 30% allocation to listed REITs, reinforcing their role in navigating the evolving commercial real estate market.

Rich Hill, Global Head of Real Estate Strategy at Principal Asset Management, shares his expertise overseeing $100B in real estate. He addresses why the office sector isn’t as doomed as many think, featuring shifting investor sentiments and rising originations. Rich also dives into the data center boom, outlining the risks and rewards driven by AI. He clarifies misconceptions around housing shortages and discusses evolving return expectations amid a transformed market landscape, bringing necessary clarity to an often chaotic industry.

Natalia Imperatori-Lee, a religious studies professor, shares insights on the groundbreaking election of Cardinal Robert Prevost as the first U.S. pope, Leo XIV, and the challenges he faces in bridging divides within the Church. Rich Hill discusses current trends in commercial real estate amidst economic fluctuations, highlighting mispriced assets and demographic shifts. Kamal Bhatia emphasizes the importance of local knowledge in investment strategies, shedding light on how these trends affect long-term market navigation.