Front & Center

On this episode of CenterSquare’s Front & Center podcast, Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Equity Real Estate Jeff Reder join Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to examine the supply and demand fundamentals of the Industrial sector. They unpack the peaks and troughs of the last few years to identify where they continue to see opportunity as supply and demand in more traditional product types have shifted out of balance. In “Industrial Update: Finding the Balance between Supplyand Demand” Patrick shares his perspective on normalizing supply levels, while Jeff identifies the niche industrial property types in private real estate that continue to experience strong demand amid the ever-present macroeconomic uncertainty.

In the latest episode of Front & Center, Senior Investment Strategist and Global Head of Sustainability Uma Moriarty is joined by Listed Securities Portfolio Manager Rob Goldstein and Senior Vice President, Private Equity Real Estate, Chris Picyk. Rob and Chris share their perspectives across public and private markets, providing a well-rounded look at the residential sector. “State of Residential Real Estate: Supply, Demand and Capital Trends” explores how supply and demand are shifting, what is driving investor sentiment, and how capital markets are influencing today’s opportunities. Rob and Chris discuss the fundamentals supporting rental housing and share why they are optimistic about rent growth and investment activity in the year ahead.

This week, Front & Center returns a few days early in honor of Earth Day. Special guest Deb Cloutier, Founder of RE Tech Advisors and Chief Sustainability Officer of Legence, joins host Uma Moriarity to share her expertise at the intersection of commercial real estate and sustainability. Deb and Uma discuss the importance of sustainability in real estate, not only from an ethical perspective, but also as a tool to mitigate risk and generate long-term value for stakeholders. “The Business Case for Sustainability in Commercial RealEstate” explores the strategic and financial rationale for sustainable practices in real estate while providing context about the current capital market and regulatory environment. Deb shares her insights working with commercial real estate owners and investors over her 30+ years of experience to demonstrate the tangible impact of sustainability on the real estate sector.

Front & Center returns for another episode, this time covering all things retail. Senior Investment Strategist and Global Head of Sustainability Uma Moriarity is joined by Listed Securities Portfolio Manager Eric Rothman and Managing Director of Private Equity Real Estate and Portfolio Manager for our Essential Service Retail (ESR) strategy Rob Holuba. Eric and Rob do a deep dive on the current state of the retail sector, including why CenterSquare focuses on unanchored neighborhood shopping centers, recent news in the ESR subsector, and where we see retail fundamentals headed.“Retail Rundown: Current Events and Favorable Fundamentals” covers the strong fundamentals that demonstrate that brick and mortar retail isn’t dead. Eric and Rob share their thoughts based on their respective public and private markets expertise, creating a wide-angle lens to view the sector.

On this episode of Front & Center, Senior InvestmentStrategist and Global Head of Sustainability Uma Moriarity is joined by Portfolio Manager Patrick Wilson and Managing Director and Head of Strategic Capital, Chad Burkhardt. Patrick and Chad, both well-versed in the Data Center sector, share their perspectives on everything from the sector’s fundamentals to the latest developments in AI technology and how these factors continue to drive the market. “Data Center Debrief: Strong Demand Despite Recent Volatility” provides an overview of the data center sector, followed by an update on recent market conditions and what the team expects to see in the near term.

Front & Center returns, with Portfolio Manager RobGoldstein joining Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share collective insights on what they’re seeing during the current REIT earnings season. Their conversation spans the volatility affecting most sectors, with quick forays into residential, hotel, healthcare, senior housing, and retail. While none of these sectors is immune to the continuing uncertainty in the market, they view the strongest tailwinds in senior housing, with retail following as a close second. “REIT Earnings Roundup: A Cloudy Crystal Ball” reviews whatwe expect – and what we still don’t know – as we look at REITs in the first quarter of 2025 and beyond.

Front & Center returns for the final installment of our2025 Outlook Series, covering Private Real Estate Debt. Managing Directors Michael Boxer and Richard Gorsky join host Uma Moriarity to share their perspectives on the debt market, including their expectation that private real estate debt will play a pivotal role in 2025 as lenders and borrowers begin to come to terms with the “higher for longer” interest rate environment. As valuations continue inching toward more rational levels, private real estate debt presents an attractive risk/reward opportunity. “Coming to Terms with the New Reality” dives deeper into the market dynamics framing thisopportunity.

Front & Center returns with the next installment of our2025 Market outlook Series, now turning to Private Equity Real Estate. Managing Directors and Heads of Private Equity Real Estate Jeff Reder and Rob Holuba join host Uma Moriarity to share their thoughts on where they see ideal entry points in niche property types across the industrial, multifamily, and retail sectors. “Potential in Niche Property Types” highlights whereCenterSquare’s conviction lies in private real estate markets in 2025 as the macroeconomic environment continue to shift.

The Front & Center podcast returns with the second installment of our Outlook Series, featuring Global Portfolio Managers Joachim Kehr and Matt Goulding, joining Uma Moriarity to share their perspectives on what 2025 will bring for the global REIT market. Uma, Joachim, and Matt discuss their broad expectations across global REITs, and dive deeper into specific areas where they see opportunity. “Opportunity in International Sectors” provides background on the factors we see impacting the REITs market in 2025 and shines light on the sectors across the globe we believe are poised to perform well this year.

Front & Center kicks off the year with an update on our expectations for the macroeconomic environment in 2025. CenterSquare’s CEO and CIO, Todd Briddell joins Senior Investment Strategist Uma Moriarity in the first installment of our 2025 Outlook Series to discuss their broad expectations for the market in 2025. This episode will be followed by in-depth analysis across Global REITs, Private Equity Real Estate, and Private Real Estate Debt.   “Finding Rainbows in the Rainstorm” highlights the areas in which we see potential opportunities amid continued uncertainty, and what we expect for the rest of 2025.