Front & Center

Front & Center kicks off the year with the first installment of our annual Outlook Series: 2026 Macro Outlook: Bouncing Back to Normal. CenterSquare CEO Todd Briddell joins host and Senior Investment Strategist Uma Moriarity to discuss the state of the global investment landscape – from real estate fundamentals to the impact of geopolitics oncapital markets, and wrapping up with the biggest risks and opportunities in real estate for the year ahead.

In Part 2 of “A Dynamic Year in Real Estate: 2025 in Review”host Uma Moriarity continues the conversation with Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. This time they take a deeper dive into the niche sectors in 2025, including senior housing and data centers, and compare notes across public and private real estate. Finally, the episode wraps with a discussion about what was most surprising in 2025.

We’re rounding out the year with another two-part specialepisode of the Front & Center podcast, this time featuring CenterSquare Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. Patrick and Chad join host and Senior Investment Strategist Uma Moriarity to review what has been, as Patrick so aptly summarizes, a dynamic year. From Liberation Day to inflation and rate cuts, Patrick,Chad and Uma discuss the key macroeconomic factors that shaped the public and private real estate markets over the last year, and dive into the core property types.

CenterSquare Portfolio Manager Rob Goldstein joins host and Senior Investment Strategist Uma Moriarity on this episode of the Front & Center podcast. As REIT earnings season wraps up in the U.S., Rob shares what he’s seeing on the ground, such as the impact of shifting consumer demand on various sectors. Rob and Uma provide insight on Residential, Industrial, Data Centers, and Senior Housing, highlighting the different ways each sector is influenced by consumer demand and what they expect looking ahead.

Following an eventful few weeks filled with central bankdecisions, a continuing government shutdown in the U.S., and the release of a patchwork of economic data, Front & Center returns with guest and CenterSquare Advisory Board member Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business & Public Policy at Wharton who has served as the Director of the Zell/Lurie Real Estate Center and is currently a Nonresident Senior Fellow at the Brookings Institution and a research associate at the National Bureau of Economic Research. Joe joins host and Senior Investment Strategist Uma Moriarity to read the tea leaves and interpret what these recent events and data tell us about the state of the economy and where the impact may be most apparent.

On this episode of Front & Center, Host and Senior Investment Strategist Uma Moriarity is joined by CenterSquare Managing Director of Private Equity Real Estate Rob Holuba and CEO of Kimco Realty Conor Flynn. Rob and Conor call on their deep expertise in the retail space to share their perspectives on a wide range of topics, from the appropriate name for the property type to their views on where we are in the retail recovery cycle. Rob’s on-the-ground perspective in private real estate combined with Conor’s experience in the retail REIT world provides a well-rounded take on the current state of retail real estate. The following podcast with Kimco CEO Conor Flynn was recorded on October 14, 2025 and does not reference third quarter results or activities. Kimco will announce its third quarter results before the market opens on October 30, 2025.

For this episode of Front & Center, we’re once againtapping into the broader CenterSquare community with guest Laurann Stepp. Laurann is a CenterSquare Advisory Board member and currently serves on the board of UBS Trumbull Property Fund. She has extensive experience within the real estate world, as well as in institutional investing, having held senior roles at some of Pennsylvania’s largest pension funds. Laurann joins Senior Investment Strategist Uma Moriarity to discuss the LP perspective, from how thelast several years of volatility have shaped capital deployment, to how investors think about allocating capital within different real estate strategies and sectors.  

Front & Center is back with guest Andrea Palmer, CEO ofthe CRREM Foundation. Andrea joins Global Head of Sustainability and Senior Investment Strategist Uma Moriarity to discuss CRREM’s focus on managing transition risk for a real estate portfolio and employing scalable tools throughout the investment process. In “Managing Transition Risk in Real Estate Portfolios with The CRREM Foundation” Andrea and Uma define transition risk, explore the challenges to measuring it within both public and private real estate, and explain how organizations like CRREM are working to alleviate those challenges.

The insights continue in Part 2 of this unique opportunity tohear from CenterSquare’s experts. Advisory Board members Joe Gyourko, Werner Sohier, and Managing Director of Private Real Estate Debt Michael Boxer return to join Senior Investment Strategist and Global Head of Sustainability UmaMoriarity and continue their conversation, this time turning to the residential sector. This episode focuses on the fundamentals of the residential sector across global markets, what’s driving the current opportunity for investors, and how it has evolved in recent years.

No, this isn’t the start of punchline, it’s a unique opportunity to hear from a select group of experts from the CenterSquarecommunity.  CenterSquare Advisory Board members Joe Gyourko, Werner Sohier, and CenterSquare’s Managing Director of Private Real Estate Debt Michael Boxer join Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share their viewpoints on the current global macroeconomic environment and its implications for real estate investors.