David Hunt, the President and CEO of PGIM, shares insights from his more than a decade of leadership at a major global asset management firm. He discusses the exciting convergence of public and private markets and the implications for risk assessment and volatility. David dives into how technology and AI are reshaping investment strategies. He also reflects on the shifting dynamics of commercial real estate and emphasizes the importance of delivering superior investment returns while fostering strong client relationships.

Bill Ferguson, Co-Chairman and CEO of Ferguson Partners, is a leader in executive search for the real assets industry. He discusses key indicators of successful hires, emphasizing cultural fit and interview techniques that reveal strengths. Bill shares insights on the importance of executive leadership in enhancing company value and offers advice for young professionals in commercial real estate. He also examines how shifting generational priorities impact workforce dynamics and the need for diversity and adaptability in hiring practices.

Ivy Zelman, EVP and Co-Founder of Zelman & Associates, shares her sharp insights on the housing market. She discusses the impact of tariffs on construction costs and the challenges homebuilders face, particularly in California's tightening market. Ivy highlights the 'lock-in effect' limiting inventory and dives into the complexities of affordability that buyers encounter. The conversation also touches on the potential privatization of Fannie and Freddie and the ripple effects of recent disasters on housing dynamics.

Dr. Peter Linneman, a leading economist and Professor Emeritus at The Wharton School, shares his expertise on economic forecasts and the commercial real estate market. He discusses the implications of political shifts, interest rates, and the fallout from recent California wildfires on insurance costs. Linneman analyzes how global conflicts, like the war in Ukraine, impact the U.S. economy and explores the relationship between tariffs, inflation, and real estate dynamics, while providing insight on investment strategies for various sectors.

Mohamed El-Erian, President of Queens' College at Cambridge University and a chief economic advisor at Allianz, dives into pressing economic issues as we approach 2025. He tackles Fed predictions, inflation, and the labor market while highlighting the transformative impact of AI on finance. El-Erian examines the geopolitical tensions driving oil prices and the implications of a K-shaped recovery on income disparity. He emphasizes the necessity of challenging complacency in investments and the evolving landscape of global finance amidst these turbulent changes.

Willy Walker dives deep into pressing real estate issues, including the privatization of Fannie and Freddie and the rise of build-to-rent models. He shares insights on back-to-office plans and surprising market shifts expected in 2025. The discussion also traverses personal anecdotes about food, travel ambitions, and nostalgic music that shaped resilience. Geopolitical dynamics and economy intertwine as the conversation examines housing policies and market predictions. Plus, there's some light-hearted banter on AI's role in job security and creativity.

Ben Schall, CEO of AvalonBay Communities, shares insights from his extensive career in real estate. He discusses AvalonBay's strategic move toward suburban markets and the impact of AI on customer interactions. Ben reflects on the importance of company culture and the organization's commitment to integrity. Additionally, he forecasts trends in the multifamily market for 2025, the rising gap between renting and homeownership, and the burgeoning Build-to-Rent sector, all while navigating today's economic challenges.

Isaac Boltansky, Managing Director and Director of Policy Research at BTIG, delves into the intricate dance of finance and politics. He predicts shifts in Fannie Mae and Freddie Mac's privatization, while addressing the impact of border security on immigration policy. Isaac discusses the evolving landscape of consumer finance and the implications of recent election outcomes on governance. The conversation also touches on the rising interest in digital assets like Bitcoin and the upcoming tax policy challenges, highlighting the interconnection between economic strategies and political dynamics.

Join Jay Parsons, Principal and Head of Investment Strategy at Madera Residential, as he shares his deep insights into the multifamily market. He reflects on the 2024 rental landscape, addressing rising interest rates, inflation, and the Fed's policies. Jay discusses the recent St. Paul rent cap's unintended consequences on construction and affordability. He also offers strategies for maintaining occupancy amidst new supply and analyzes the differences between Sunbelt and coastal markets. Dive into his economic outlook and understand the complexities of current housing challenges!

Ryan Marshall, President and CEO of PulteGroup, Inc., leads one of America's largest home builders. In this engaging conversation, he discusses the ever-evolving housing market and the company’s pivot towards value creation after the financial crisis. Ryan reveals insights on the challenges of rising costs, buyer demographics, and the urgent need for more housing supply. He shares his personal journey to CEO and emphasizes the importance of fostering a team-first culture while exploring lucrative markets like Denver and Salt Lake.