Front & Center

As REIT earnings season kicks off, Co-Hosts Uma Moriarity and Scott Crowe invite back Portfolio Manager Rob Goldstein to offer a glimpse into what we can expect this earnings season. The conversation begins with the group touching upon current REIT market sentiment, examining fundamentals across various property types, and sharing valuable insights as we head into Q4. Analyzing the current REIT landscape and delivering incisive projections, “REIT Earnings Preview” touches on supply and demand dynamics across property types given economic conditions and explores the impact of rising interest rates on REIT valuations as we head into earnings season.

This week, Co-Hosts Scott Crowe and Uma Moriarity welcome back a familiar voice to Front & Center – Real Estate Securities Portfolio Manager, Alex Snyder. In this episode, Scott, Uma, and Alex dive into the nuances of the office sector, dissecting recent market trends and addressing the impact of changing interest rates on valuations. "Space Matters: Redefining “Success” Within the Office Sector" analyzes the evolving definition of “quality” office space, examining how the pandemic has accentuated the desire for elements such as natural light, ventilation, and collaborative workspaces. The group goes on to discuss geographic and cultural disparities between cities like San Francisco and New York, contemplating the future of office and what key features could create an ideal investment opportunity within the space.

In our latest episode of Front and Center, Co-Hosts Uma Moriarity and Scott Crowe welcome guests Jeff Reder and Victoria Madrid from CenterSquare's private equity platform to examine the wide variety of subsectors that fall under the industrial real estate umbrella. The group discusses the complexities of traditional industrial spaces, then delves deeper into niche subsectors such as cold storage and service industrial properties. “Understanding the Flavors of Industrial Real Estate” evaluates the drivers that have created an increased appetite for these specialized assets, highlighting the challenges and opportunities presented by these unique spaces, and provides a market outlook in the face of an ever-evolving real estate market today.

This week, Co-Hosts Scott Crowe and Uma Moriarity are joined by Matthew Goulding, London-based Listed Real Estate Securities Portfolio and Regional Manager to delve into the intricacies across the European real estate market. "Transatlantic Trends: Exploring European Real Estate" dives into the inflation and interest rate environment across UK and Europe, its resulting impact across public and private real estate markets, and secular trends unfolding across sectors like senior housing, healthcare, and office across the different regions.

Following last week's FOMC meeting, Co-Hosts Uma Moriarity and Scott Crowe discuss key takeaways and expectations for the real estate market as we head into 2024. "Charting the Course: Central Banks, Cap Rates, and Real Estate Outlook" examines the impact of the "higher for longer" interest rate message on cap rates, transaction volumes, and our real estate outlook, while addressing expectations for a recession given forward looking indicators tracking the strength of the consumer.

In our latest installment of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity welcome back Portfolio Manager Patrick Wilson to delve into the burgeoning data center sector within the commercial real estate landscape. "The Power and Potential of Data Centers" explores the sector's strong fundamentals and its potential for further growth due to limited supply and increased demand for modern facilities, while examining how data center REITs are adapting to meet the evolving needs of this dynamic real estate opportunity.

In the latest episode of Front & Center, Uma Moriarity speaks with Real Estate Securities Regional & Portfolio Manager Joachim Kehr, discussing the Asia-Pacific real estate landscape. "Transpacific Realities: Navigating Asia-Pacific Real Estate" explores the intriguing differences between U.S. and Asia-Pacific office fundamentals while dissecting the region's various policy frameworks, looking closely at recent developments in the Chinese property market and examining the global impact of the Bank of Japan's monetary policy.

In the latest episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity speak with Jeff Reder, Managing Director and Chris Picyk, Senior Vice President of our Private Real Estate team, discussing CenterSquare’s strong conviction for the Build-to-Rent (“BTR”) residential sector. "Redefining Residential Real Estate: The Build-to-Rent Revolution", explores how shifting demographics, supply and demand drivers, and the evolving lifestyle preferences of Millennials are reshaping the housing market, propelling BTR to stand out in residential real estate.

In the latest episode of Front & Center, Co-Host Uma Moriarity interviews Chad Burkhardt, Managing Director of Private Real Estate where the pair discusses CenterSquare’s Strategic Capital Investment Strategy. Strategic Capital: Investing in the “White Space” delves into the strategy's origin and its focus on unique real estate opportunities with strong fundamentals, leveraging CenterSquare’s dual public/private research platform to capitalize on long-term market trends.

In the latest episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity chat with Jeff Reder, Managing Director of Private Real Estate, to discuss commercial real estate investing utilizing a value-added approach. "Value-Add in Niche Sectors" unveils the intricacies of this strategy, CenterSquare’s evolution into niche sectors like build-to-rent (BTR) and manufactured housing, and what we can expect for the strategy as we move through the latest real estate cycle.