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Front & Center

Latest episodes

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Aug 4, 2023 • 16min

Episode #9: REIT Earnings Recap

Fresh off the heels of earnings season, Front & Center, Co-Hosts Uma Moriarity and Scott Crowe chat with Real Estate Securities Portfolio Manager Patrick Wilson and reexamine our predictions of a pending "normalization" for commercial real estate previously explored in Episode 6. "REIT Earnings Recap" spotlights property sectors that are rebounding strongly vs. those facing an extended path to stability, and analyzes cap rates for the broader real estate asset class, all in the context of recent earnings reports and macroeconomic forecasts.
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Aug 2, 2023 • 15min

Episode #8: Decoding the Data: Economic Updates and the Real Estate Cycle

In the most recent episode of Front & Center, Co-Host Scott Crowe and Uma Moriarity analyze recent economic data and its implications for commercial real estate investment. "Decoding the Data: Economic Updates and the Real Estate Cycle" examines recent macroeconomic indicators in relation to interest rates, debt costs and cap rates and our hosts discuss the likelihood of market history repeating itself as we consider a hard or soft landing in the coming months.
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Jul 26, 2023 • 16min

Episode #7: Sustainability's Role in Real Estate Value

In the most recent episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity delve into how sustainability considerations are considered in assessing commercial real estate investment opportunities. "Sustainability's Role in Real Estate Value" sheds light on the various environmental, social and governance factors that influence the long-term value of the properties in which we invest. Additionally, our co-hosts explore how sustainability contributes to risk mitigation and value creation across both the public and private real estate markets.
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Jul 19, 2023 • 16min

Episode #6: REIT Earnings Read-Through Into Real Estate

On the cusp of REIT earnings season, Front & Center Co-Hosts Scott Crowe and Uma Moriarity chat with Real Estate Securities Portfolio Manager Alex Snyder about what the listed real estate market can tell us about the remainder of 2023 for the entire asset class. “REIT Earnings Read-Through Into Real Estate” discusses what a pending “normalization” for commercial real estate might resemble. From Office to Senior Housing to Residential, the team runs the gamut on expectations for what we can expect from both core and alternative real estate sectors.
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Jul 10, 2023 • 12min

Episode #5: Essential Service Retail, Uncovering Hidden Value

Our latest episode of Front & Center features Managing Director Robert Holuba who chats with host Uma Moriarity about CenterSquare’s conviction in the emerging sector of retail we call Essential Service Retail (ESR). “Essential Service Retail, Uncovering Hidden Value” discusses a perfect storm of market forces that have created an attractive investment opportunity for ESR properties as well as the drivers that are pushing the sector rapidly towards institutionalization.
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Jun 27, 2023 • 17min

Episode #4: Real Estate Debt, Why Now?

In our latest episode of Front & Center, our host Uma Moriarity invites CenterSquare Managing Director Michael Boxer to discuss why current market conditions present an opportune time for private real estate debt. “Real Estate Debt, Why Now?” delves into how the current lending environment has impacted the historical capital stack, creating opportunity for mezzanine debt providers as traditional lenders grapple with elevated market volatility and lack of real estate price discovery. The two also touch on standout property sectors and future tailwinds that investors should keep in mind when considering an allocation to real estate debt.
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Jun 20, 2023 • 17min

Episode #3: Fed Policy, Interest Rates, and Real Estate

Fresh on the heels of our last episode on Artificial Intelligence, Scott Crowe and Uma Moriarity react to the Federal Reserve’s recent decision to leave interest rates unchanged for the time being. In this episode, our co-hosts discuss what might be in store in terms of future rate changes, how Fed action will impact the public and private markets differently, and the effect on the multifamily and industrial sectors.
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Jun 13, 2023 • 16min

Episode #2: What Does 'AI' Mean for Commercial Real Estate?

In this episode, Scott Crowe and Uma Moriarity offer their thoughts on the chatter from last week’s Nareit conference in NY, focusing on a topic that was (surprisingly) less discussed – Artificial Intelligence and its impact on real estate.  Tune in to hear how AI is poised to impact the built environment in a number of obvious and subtle ways.
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May 12, 2023 • 15min

Episode #1: Setting the Stage

Our first episode features a conversation between CenterSquare co-hosts Scott Crowe, President & Chief Investment Strategist, and Uma Moriarity, Senior Investment Strategist, who share our broad vision for Front & Center and then set the stage for future episodes, offering insight into today’s real estate pricing and tomorrow’s investment opportunities across the public and private markets.

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