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.

On this episode Uma Moriarity hosts Global PMs Joachim Kehr and Matthew Goulding, along with U.S. PM Patrick Wilson to talk about the Global REITs landscape. They provide their perspectives on how various macroeconomic factors, including monetary policy and uncertainty in the political and regulatory environments, have impacted the market through 2024. “Global REITs in 2024: Key Trends in Policy, Politics, and Performance” recaps the Global REIT market in 2024 and provides insight into specific sectors that positively and negatively impacted the market this year.

On this episode of Front & Center, Managing Directors of Private Debt Michael Boxer and Rich Gorsky join Uma Moriarity to give an update on the debt market. Michael and Rich discuss their expectations across the yield curve, and the impact of monetary policy and other macroeconomic factors. “Navigating Volatility in Real Estate Debt Markets” explains the current state of real estate debt, and highlights opportunities to take advantage of a shifting market.

CenterSquare’s Front & Center Podcast is back with a special episode featuring Portfolio Manager Alex Snyder and host Uma Moriarity talking through the aftermath of the election and how the results may impact the REIT market. In addition to the short-term rally in some asset classes, Uma and Alex cover potential longer-term impacts across real estate sectors stemming from the major campaign issues, such as immigration, trade policy, tax policy, and others. This special episode, “Election Aftermath and Expectations for the REIT Market” gives initial insights into how the REIT market may react to what could amount to dramatic changes to the political and macroeconomic environment.

Front & Center podcast episode 46 features CenterSquare Portfolio Manager Rob Goldstein, joining host Uma Moriarity to talk REITs earnings. With mostly good news in line with our expectations, Rob and Uma discuss the lower interest rate environment, improved fundamentals in the office sector, and continued strong fundamentals across retail, lodging, and data centers.   “REITs Earnings: Strong Fundamentals and Few Surprises” provides a detailed analysis across sectors in the REITS market, and how earnings stacked up against our expectations this quarter.

On episode 45 of the Front & Center podcast, CenterSquare’s Robert Wasenius, Senior Vice President, Private Equity Real Estate and Uma Moriarity continue the conversation about the industrial sector, this time joined by John Huguenard, Senior Managing Director and Co-head of Industrial at JLL Capital Markets, who discusses the current state of the industrial sector and provides his outlook going forward. “Industrial Sector: Current State and the Rise of Shallow Bay” covers the state of the industrial sector over the last three to five years, what to look for going into 2025, and the rise of shallow bay industrial as an attractive entry point.

On this episode of Front & Center, CenterSquare Portfolio Manager Alex Snyder joins Uma Moriarity to discuss the state of the office sector. Uma and Alex frame their discussion starting with the state of the office sector in the pre-pandemic, lower interest rate environment, then dive into how it has evolved in the years since, providing valuable insights along the way. “Opportunity in Office REITs” illuminates the ways REITs have taken advantage of  the market dislocation to find opportunities  and create value for investors.

Small bay industrial is the topic for discussion on Front & Center #podcast Episode 43. CenterSquare’s Rob Wasenius, Senior Vice President, Private Real Estate and CoStar Group’s Adrian Ponsen, National Director, U.S. Industrial Market Analysis, join Uma Moriarity to define small bay industrial and dive into the data that informs our conviction in the property type. “Less is More: Small Bay Industrial” highlights the many advantages of small bay over larger industrial property types, including the supply side dynamics, vacancy rate, tenant mix, and rent growth, among others.

Host Uma Moriarity is joined by Alex Snyder, Portfolio Manager, Real Estate Securities, on the heels of attending two industry conferences over the last week, to discuss fundamentals across various real estate sectors. Uma frames the discussion against the backdrop of what we heard at the conferences, how what we’re hearing compares to CenterSquare’s outlook, and sectors that give us confidence and those we feel more cautious pursuing.