Leading Voices in Real Estate

Jesse Stein, Global Head of Real Estate at Airbnb, brings us up to date on Airbnb generally and focuses on Airbnb’s partnerships with institutional owners of apartments to facilitate the option for their residents to “Airbnb” their units.

Hamid Moghadam, Co-Founder, Chairman and CEO of Prologis, discusses the evolution of logistics real estate, the successful merger during the financial crisis, and the profitability of a business platform beyond assets. He also shares insights on advocating for democracy in Iran and civic activities in San Francisco.

Sharon Wilson Géno, President of NMHC, discusses public policy challenges in the apartment industry, emphasizing the importance of multifamily housing, regulatory hurdles, and addressing housing shortages. The conversation delves into the dynamics of housing development, community representation, property upgrades for sustainability, rent setting processes, taxation impacts, and the warmth of the apartment industry in shaping vibrant communities.

Alice Carr, CEO of Blackstone’s affordable housing operating company, April Housing, shares her “why,” Blackstone’s commitment to preserving this housing long term, and the benefits of scale in this sector.

Francis Najafi, CEO of Pivotal Group, discusses investing through cycles, importance of culture, and navigating real estate complexities. Touches on journey from day trading to real estate, success in technology investments, and philanthropy as an investment. Emphasizes the role of culture in business and the impact of technology on real estate industry.

Exploring real estate capital markets, navigating investments and market dynamics, comparing infrastructure and real estate, succession planning challenges, analyzing real estate business platforms, transitioning to managing a fund, investment trends and technology evolution, balancing personalization, privacy, and ESG in hospitality, resilience in real estate investments, and nurturing relationships in the industry.

Explore how Steve Kimmelman revolutionized the build-to-rent housing industry with unique single-story apartments, his journey from CPA to real estate developer, Redwood Living's strategic growth plans in the Midwest market, and challenging misconceptions about housing developers. Discover the company's focus on creating exceptional resident experiences, overcoming regulatory challenges, and building a long-lasting legacy in real estate.

Gary Beasley, CEO and Co-Founder of Roofstock, discusses creating disruptive innovative companies within the real estate business, specifically creating two companies within the single family rental business, first Waypoint Homes and now Roofstock.

Brad Inman, founder and prior CEO of Inman, discusses trends and challenges in the real estate industry, including the changing role of realtors, the success of Zillow, the differences between agents, brokers, and realtors, the balance between special interests and monopolies, the relationship between home sales and new construction, and his personal achievements and quest for longevity in the industry.

Michael Covarrubias, Chairman and Co-CEO of TMG Partners and Cyrus Sanandaji, Founder and CEO of Presidio Bay Ventures share what is really happening to real estate in San Francisco and drill down into the underlying political backdrop.