Front & Center

Among the many questions surrounding the development of AI is the challenge of how we develop AI sustainably as it grows and becomes integral across all industries and our daily lives. This episode of the Front & Center podcast examines that challenge.Senior Investment Strategist and Global Head of Sustainability Uma Moriarity is joined by Christopher Wellise, Vice President of Global Sustainability at Equinix, to correct the narrative around AI development and dispel the idea that every new gigawatt of AI infrastructure is working against climate goals. From finding the balance between rapid growth and responsible resource use to the efficiency innovations emerging as a result, Uma and Christopher discuss the reality of data center development and the opportunities that exist to drive sustainable innovation.

As we celebrate America’s 250th anniversary, the Front & Center podcast takes a look at the history of the built environment in the U.S. CenterSquare Advisory Board member Joe Gyourko, MartinBucksbaum Professor of Real Estate, Finance and Business & Public Policy at Wharton, former Director of the Zell/Lurie Real Estate Center and current Nonresident Senior Fellow at the Brookings Institution and research associate at the National Bureau of Economic Research joins host and Senior Investment Strategist Uma Moriarity to examine how the cities and physical spaces we live in evolved over the long-term. Uma and Joe discuss the forces driving urban growth, including why some cities adapt and thrive while others decline, what decades of zoning restrictions have done to housing affordability, and what it might take to build the next great American city.

On this episode of Front & Center, Senior Investment Strategist and Global Head of Sustainability Uma Moriarity sits down with Liz Bell, Managing Director and Co-Head of Real Estate at Hamilton Lane, one of the world's largest private markets investment firms. Liz and Uma dissect the forces currently constraining capital flow in the private markets and dig into what the data is actually showing about real estate's liquidity position relative to other private asset classes, how capital structure is shaping the investor experience, and where the market is heading. The conversation offers a grounded, data-driven look at how capital wants to access real estate today across geography and investor type.

Earlier this month, CenterSquare welcomed Doug Carpenter to the team in the newly created role of Director, Head of Data Strategy and AI. On this episode of Front & Center, Doug joins Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to talk all things data and AI.This wide-ranging conversation covers the importance of data and context as differentiators in a world in which implementing AI on its own has become table stakes, and imagines the future of real estate investing for companies that can effectively harness the power of data and AI today.

On this episode of Front & Center, Senior Investment Strategist and Global Head of Sustainability is joined by Nina Galbiati, Head of Real Estate Asset Management at Norges Bank Investment Management, to talk about the role sustainability plays in asset management. Uma and Nina discuss why sustainability is no longer a values-based statement but a genuine value-creation strategy, and how the shift away from cap rate compression has made operational excellence the primary driver of real estate returns. The discussion concludes with a candid look at the systemic risks, from insurability to energy security, that the real estate industry still isn't taking seriously enough.

In Part 2 of Front & Center’s deep dive into AI, Fotis Sotiropoulos, Executive Vice President and Provost at Penn State University returns to join host and Senior Investment Strategist Uma Moriarity. The discussion this time turns to the impact of AI on research and its potential to complement specialized expertise and accelerate our ability to tackle complex interdisciplinary problems in education, medicine, clinical care and other industries.

It’s not news that AI is challenging and changing the way welive and work across many industries. This week on the Front & Center podcast, host and Senior Investment Strategist Uma Moriarity is joined by Fotis Sotiropoulos, Executive Vice President and Provost at Penn State University, to talk about the transformation happening in Higher Education and the shifting value proposition of a university education.

Front and Center returns for a discussion of Essential Service Industrial (ESI), a niche subsector we’re watching closely. Uma Moriarity, Senior Investment Strategist and Global Head of Sustainability, sits down with three leasing experts on the front lines of ESI.Uma is joined by Cory Sposi, VP of Sales & Leasing at Commercial Properties Inc. in Phoenix; Ryan Kelly, VP & Industrial Advisor at Colliers in Indianapolis; and Trey Weghorst, SVP & Partner at Apex Industrial Real Estate Advisors in Atlanta. Together, they discuss the resilient demand drivers behind this property type, why mission-critical tenants move quickly and stay long, how constrained supply is sustaining rent growth across markets, and why the diversified tenant base of Essential Service Industrial makes it one of the most compelling stories in commercial real estate today.

On this episode of Front & Center, host and SeniorInvestment Strategist Uma Moriarity holds an inspiring conversation with CenterSquare CEO Todd Briddell on the merits of mission-driven leadership. In a world of accelerating AI capabilities, empowering employees to make decisions has become even more valuable. Todd and Uma discuss the challenges and risks inherent in AI-fueled decision-making within a bureaucratic structure, and whyit’s important to create a culture of alignment, empowerment, and trust within your organization.

Our 2026 Market Outlook Series concludes with the latest episode of Front & Center, providing an analysis of the private real estate markets in the year ahead. Co-CIO Rob Holuba joins host and Senior Investment Strategist Uma Moriarity to share his expectations for private real estate in 2026. Uma and Rob cover the state of different sectors on the “real estate clock” and how they see each sector positioned within the context of the real estate cycle. They take a deep dive into niche property types within Rental Housing, Industrial and Retail, and make a brief stop in the more operationally demanding Data Centers and Senior Housing.

Host and Senior Investment Strategist Uma Moriarity is back with Front & Center this week to talk about America’s housing affordability crisis, amid recent policy changes impacting the housing sector. She’s joined by CenterSquare Advisory Board member Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business & Public Policy at Wharton who has served as the Director of the Zell/Lurie Real Estate Center and is currently a Nonresident Senior Fellow at the Brookings Institution and a research associate at the National Bureau of Economic Research. Uma and Joe walk through the history that led us to the housing affordability problems we currently face and discuss some of the tactics that could alleviate the pressure on the housing market.

Our 2026 Market Outlook Series continues with the latestepisode of Front & Center, focusing on the Global REITs market. Portfolio and Regional Managers Matthew Goulding in London and Joachim Kehr in Singapore join host and Senior Investment Strategist Uma Moriarity to break down the various impacts of macroeconomic factors on local REIT markets around the world, and which sectors show the most promise in the year ahead.

Front & Center kicks off the year with the first installment of our annual Outlook Series: 2026 Macro Outlook: Bouncing Back to Normal. CenterSquare CEO Todd Briddell joins host and Senior Investment Strategist Uma Moriarity to discuss the state of the global investment landscape – from real estate fundamentals to the impact of geopolitics oncapital markets, and wrapping up with the biggest risks and opportunities in real estate for the year ahead.

In Part 2 of “A Dynamic Year in Real Estate: 2025 in Review”host Uma Moriarity continues the conversation with Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. This time they take a deeper dive into the niche sectors in 2025, including senior housing and data centers, and compare notes across public and private real estate. Finally, the episode wraps with a discussion about what was most surprising in 2025.

We’re rounding out the year with another two-part specialepisode of the Front & Center podcast, this time featuring CenterSquare Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. Patrick and Chad join host and Senior Investment Strategist Uma Moriarity to review what has been, as Patrick so aptly summarizes, a dynamic year. From Liberation Day to inflation and rate cuts, Patrick,Chad and Uma discuss the key macroeconomic factors that shaped the public and private real estate markets over the last year, and dive into the core property types.

CenterSquare Portfolio Manager Rob Goldstein joins host and Senior Investment Strategist Uma Moriarity on this episode of the Front & Center podcast. As REIT earnings season wraps up in the U.S., Rob shares what he’s seeing on the ground, such as the impact of shifting consumer demand on various sectors. Rob and Uma provide insight on Residential, Industrial, Data Centers, and Senior Housing, highlighting the different ways each sector is influenced by consumer demand and what they expect looking ahead.

Following an eventful few weeks filled with central bankdecisions, a continuing government shutdown in the U.S., and the release of a patchwork of economic data, Front & Center returns with guest and CenterSquare Advisory Board member Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business & Public Policy at Wharton who has served as the Director of the Zell/Lurie Real Estate Center and is currently a Nonresident Senior Fellow at the Brookings Institution and a research associate at the National Bureau of Economic Research. Joe joins host and Senior Investment Strategist Uma Moriarity to read the tea leaves and interpret what these recent events and data tell us about the state of the economy and where the impact may be most apparent.

On this episode of Front & Center, Host and Senior Investment Strategist Uma Moriarity is joined by CenterSquare Managing Director of Private Equity Real Estate Rob Holuba and CEO of Kimco Realty Conor Flynn. Rob and Conor call on their deep expertise in the retail space to share their perspectives on a wide range of topics, from the appropriate name for the property type to their views on where we are in the retail recovery cycle. Rob’s on-the-ground perspective in private real estate combined with Conor’s experience in the retail REIT world provides a well-rounded take on the current state of retail real estate. The following podcast with Kimco CEO Conor Flynn was recorded on October 14, 2025 and does not reference third quarter results or activities. Kimco will announce its third quarter results before the market opens on October 30, 2025.

For this episode of Front & Center, we’re once againtapping into the broader CenterSquare community with guest Laurann Stepp. Laurann is a CenterSquare Advisory Board member and currently serves on the board of UBS Trumbull Property Fund. She has extensive experience within the real estate world, as well as in institutional investing, having held senior roles at some of Pennsylvania’s largest pension funds. Laurann joins Senior Investment Strategist Uma Moriarity to discuss the LP perspective, from how thelast several years of volatility have shaped capital deployment, to how investors think about allocating capital within different real estate strategies and sectors.  

Front & Center is back with guest Andrea Palmer, CEO ofthe CRREM Foundation. Andrea joins Global Head of Sustainability and Senior Investment Strategist Uma Moriarity to discuss CRREM’s focus on managing transition risk for a real estate portfolio and employing scalable tools throughout the investment process. In “Managing Transition Risk in Real Estate Portfolios with The CRREM Foundation” Andrea and Uma define transition risk, explore the challenges to measuring it within both public and private real estate, and explain how organizations like CRREM are working to alleviate those challenges.

The insights continue in Part 2 of this unique opportunity tohear from CenterSquare’s experts. Advisory Board members Joe Gyourko, Werner Sohier, and Managing Director of Private Real Estate Debt Michael Boxer return to join Senior Investment Strategist and Global Head of Sustainability UmaMoriarity and continue their conversation, this time turning to the residential sector. This episode focuses on the fundamentals of the residential sector across global markets, what’s driving the current opportunity for investors, and how it has evolved in recent years.

No, this isn’t the start of punchline, it’s a unique opportunity to hear from a select group of experts from the CenterSquarecommunity.  CenterSquare Advisory Board members Joe Gyourko, Werner Sohier, and CenterSquare’s Managing Director of Private Real Estate Debt Michael Boxer join Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share their viewpoints on the current global macroeconomic environment and its implications for real estate investors.

On this episode of Front & Center, REIT Portfolio Manager Patrick Wilson joins Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to give an update on where U.S. REITs stand following the close of another earnings season. In “Summer Earnings Season: U.S. REIT Update,” Patrick and Uma discuss the broader macroeconomic environment, how it’s impacting consumers and businesses, and the implications across real estate sectors.

On this episode of the Front & Center podcast, Co-Headsof CenterSquare’s Private Real Estate Debt platform Michael Boxer and Richard Gorsky join host and Senior Investment Strategist Uma Moriarity to provide an update on the state of the real estate debt market. With uncertainty as the newnormal for investors, Michael and Rich discuss how the real estate debt market has started to settle into its own new normal in response. “Private Real Estate Debt: Adapting to an Uncertain Capital Landscape” examines the macroeconomic factors we believe will drive increased activity and strong supply and demand dynamics through the latter half of the year into 2026.

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.

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 Expectationsfor the REIT Market” gives initial insights into how the REIT market may react to what could amount to dramatic changes to the political and macroeconomicenvironment.

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 REITshave 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 manyadvantages 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.

In this installment of Front & Center, Uma Moriarity is joined by portfolio managers Rob Goldstein, Matthew Goulding, and Joachim Kehr to discuss the latest updates on the Global REIT market. “Traversing Global REIT Markets: Earnings, Interest Rates, and Regional Dynamics” covers key topics, including the state of the consumer, the impact of interest rates on valuations, and the potential impact of central bank policies on the global real estate market.

In our latest episode of Front & Center, Uma Moriarity is joined by senior leadership from Aligned Data Centers, a company that specializes in data center solutions designed to meet the evolving needs of businesses in the digital age. Featuring Chief Executive Officer and Board Member Andrew Schaap alongside Chief Financial Officer Anubhav Raj and Managing Director for CenterSquare’s Strategic Capital platform, Chad Burkhardt, this week’s conversation explores the company’s origins and innovative strategies that have positioned Aligned as an industry leader within the ever-evolving data center space. “Aligned for Success: Exploring Data Center Dynamics” discusses the current risks and opportunities impacting data centers and the revolutionary impact of artificial intelligence on future computing demands. The group also dives into key considerations surrounding the site selection process, Aligned’s proprietary cooling technologies, their sustainability initiatives, and the immense growth potential that still lies ahead for the data center industry.

This week on Front & Center, Uma Moriarity welcomes back Portfolio Manager Alex Snyder to discuss the impact of inflation on interest rates and the REIT market. Uma and Alex discuss the recent increase in the 10-year treasury yield and its effect on cap rates across various sectors. They then delve into inflation data, highlighting the discrepancy between reported inflation and real-time shelter inflation. The conversation then shifts to the state of the consumer and the strength of the job market. “Assessing Economic Indicators: REITs, Inflation, and Interest Rates” explores how these economic factors are shaping investment strategies and offers valuable insights for navigating the current market landscape. The episode concludes by covering the upcoming REITs earnings season and the potential for positive results.

This week on Front & Center Uma Moriarity welcomes Brad Molotsky, a partner at Duane Morris LLP specializing in real estate law, to examine the evolving role of sustainability regulations in the real estate industry and its potential implications for investors. The conversation covers topics such as transition risk, green building requirements, and sustainability reporting and highlights the varying levels of awareness and adoption of sustainability practices among real estate investors and operators. Uma and Brad then discuss the impact of these regulatory updates on real estate transactions and the growing consideration of climate-related risks by buyers and investors. “Sustainability Shift: Navigating Real Estate's Regulatory Landscape” offers an insightful discussion, underscoring the role sustainability principles play in navigating regulatory changes effectively and mitigating climate risk across real estate strategies.

In this episode, Uma Moriarity is joined by Portfolio Manager Patrick Wilson to examine the REIT market throughout the first quarter of 2024. With earnings season fresh in mind, Uma and Patrick dissect the trends observed in REIT performance and explore the implications for investors heading into Q2. “Exploring Q1 REIT Trends and Investment Implications” reflects upon key takeaways from a variety of recent industry events and discusses fundamental changes within the REIT ecosystem. The conversation closes by delving into the impact of recent capital market activities, shedding light on how REITs are leveraging their robust balance sheets and access to capital to seize strategic opportunities within an evolving market.