Front & Center

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.

Patrick Wilson, Portfolio Manager, Real Estate Securities, joins Uma Moriarity on this month’s episode of Front & Center to talk about the recent bout of market turmoil, earnings season, and what it all means for REITs. Their discussion begins with a look into the macroeconomic factors contributing to the market volatility this week and why this has proven positive for REITs. They then cover changes to discretionary spending, why that’s not necessarily bad news for REITs, and which sectors show strong fundamentals amidst continuing market uncertainty. “Exploring Countercyclical Fundamentals in REITS” provides big picture commentary as well as timely insights and analysis across various real estate sectors against the backdrop of an unpredictable market cycle.

In this episode of Front & Center, Uma Moriarity welcomes back Portfolio & Regional Manager Joachim Kehr to explore the Singapore data center market. As a global financial and telecommunications hub, Singapore faces the challenge of balancing economic benefits with the resource requirements of its booming data center industry. "Balancing Growth and Sustainability: Singapore's Data Center Market" delves into the government’s roadmap to promote more efficient data center development and incentivize existing data centers to operate more sustainably.

In this episode of Front & Center, Uma Moriarity is joined by Managing Director Jeff Reder and Senior Vice President Chris Picyk from CenterSquare’s Private Real Estate team to discuss the current state of the residential market. “Examining Residential Real Estate Today” delves into signals from the public and private markets, including transaction volumes, pricing, cap rates, and future opportunities within the market, exploring how these factors are shaping the landscape of residential investments.