Why Baby Boomers Have All the Money (EP. 488)
The episode gives wealth professionals a wide-ranging discussion of market and consumer themes, including the AI debate and the wealth held by older generations.
Real estate & infrastructure
Real estate, infrastructure, data centers and energy transition, from the managers who own them. Selected by our editors.
52 videos and podcasts · new this week: 13
Matching your filters
Mortgage REITs Are Back? Annaly CEO talks Rates, GSEs, and Housing
It offers a sitting mortgage REIT chief executive's view on how rate normalization and GSE policy affect a niche income sector, plus a discussion of housing policy and institutional investment that touches adjacent allocations.
The Panic Is in CoreWeave's Debt. The Risk Is in AI Revenue. What Is Your Portfolio Betting On?
For wealth professionals, it frames portfolio questions around AI exposure, funding conditions, index flows, real assets and international diversification rather than a single market outcome. It also raises practice-side issues such as career risk and holding cash for peace of mind.
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
Clients weighing a home purchase are asking directly about rent-versus-buy math at today's rates, and the episode walks through that comparison. It also pairs a housing and mortgage rate outlook with Morningstar equity research coverage of homebuilders, which is relevant background for advisors whose clients hold housing-related exposure.
Jackson Lucas Executives on Navigating Succession in the REIT C-Suite
Leadership turnover is a governance and continuity issue for anyone holding or following REIT management teams, and the episode frames the internal-versus-external decision as a signal of what a board thinks the company needs. It also flags where the hosts see talent as tight across senior functions.
Apollo's deal-first, 'no walls' playbook for infra investing
For wealth professionals allocating to real assets, the episode offers a manager’s account of how an infrastructure business has evolved and how it frames portfolio construction around opportunistic, deal-first investing. It also gives context on the themes and market conditions an infrastructure manager says it is watching.
Prediction Markets vs. Political Reality: Henrietta Treyz on the Midterm Elections
For wealth professionals, the episode frames how election and policy outcomes could affect markets and the economy, including fiscal, trade and geopolitical risks. It offers a policy-focused discussion rather than investment recommendations.
Talking Midterms with Libby Cantrill (FvF Ep. 210)
The episode gives wealth professionals a public-policy lens on election odds and how policy outcomes could affect markets, bond yields, AI infrastructure and fiscal debates. It also connects political risk to portfolio-relevant topics such as deficits, spending and regulation.
Hiffman National’s Carrie Szarzynski on Property Management as a Profit Center
For wealth professionals with real estate exposure, it offers a manager's view of how day-to-day property operations and tenant retention can affect commercial real estate performance.
Joan Solotar on Blackstone and the Future of Private Wealth (EP.47)
The episode is a sitting with a senior executive at a large alternatives manager about how private markets products are distributed and supported in the wealth channel. Advisors who allocate to alternatives may find the discussion of education, access and portfolio design relevant to their own evaluation of platforms and managers.
4 Stocks to Buy for the Long-Term While They’re Still Undervalued
It is a compact weekly read on how inflation data and rate moves are reshaping equity leadership, plus a sector-level look at telecom from a Morningstar research perspective. Advisors who field client questions about stock-level positioning or the telecom names touched by the SpaceX spectrum deal get the show's framing in one sitting.
275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets
It offers a manager's framing of how geopolitical fragmentation is being translated into thematic investment language across energy, defense and technology. Advisors hear the specific areas the guests flag, from autonomous systems and counter-drone technology to AI sovereignty and supply chain dependencies.
Deloitte’s Brian Ruben & Kevin Richards on Key Elements of REIT Board Effectiveness
It gives a board-level view of the questions REIT directors are discussing around capital allocation and portfolio classification, useful context for wealth professionals reviewing real estate exposure.
Are Higher Rates Worse Than ZIRP? (EP. 486)
The description points to a broad agenda of themes advisors get client questions about, including concentration in the stock market and the effect of higher rates on housing. It is a general discussion format rather than a research presentation, so the value is in how two commentators frame those questions.
Why debt discipline matters as infrastructure’s definition expands
It offers a look at the infrastructure debt side of the asset class, including the demand case from insurers seeking investment-grade, long-dated cashflows and pension funds seeking higher yield. The episode is sponsored by IFM Investors and Solas Capital, the firms employing both guests.
The Real Return on a GP Stake Is Information - Adel Alderbas - CIO @ Wafra
It is a manager's account of two structures that increasingly touch wealth portfolios: minority stakes in alternative managers and roll-up strategies in sectors outside mainstream buyouts. The discussion of diligence criteria for founders and of returning capital to LPs during a pivot is useful context for allocators assessing GP relationships.
Wealth Management Invest: Opportunities Beyond Large Cap Stocks with BNY’s Alicia Levine
For advisors weighing concentration risk and taxable portfolio changes, the episode offers a manager’s view on broadening equity opportunities and on the operational and tax considerations that come with adding alternatives or private credit.
Timberland REITs Offer Attractive Defensive, Offensive Blend: D.A. Davidson’s Kurt Yinger
For wealth professionals with real-assets exposure, this is a manager’s sector review of timberland REITs, including the supply-demand and housing-related drivers the guest discusses.
Greatest Hits: Inside The Succession Trap - Why Sell and Exit Deals Keep Failing
For advisors thinking about succession or an exit, the discussion focuses on the gap between saying they want to sell and what they actually want to stop doing. It also lays out the sell, stay and grow model and next-generation career ladder as ways firms think about monetization and continuity.
Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
For wealth professionals assessing real estate credit strategies, the episode gives a manager's account of underwriting, sourcing and risk management in a sector that went through the 2022–23 correction.
Ardian: ‘We’ve been less shy on factoring growth into our business plans’
The episode offers a manager’s view on European infrastructure, portfolio construction and AI infrastructure for professionals who allocate to or evaluate real assets. It is grounded in Ardian’s perspective as a Europe-focused infrastructure investor.
The mid-market advantage: Higher returns, easier exits?
For wealth professionals who allocate to real assets, the episode offers a manager view on where mid-market infrastructure returns come from, which asset types are cited for value creation, and how two firms describe navigating fundraising and macro uncertainty.
Clarion Partners’ Josh Pristaw - an industrious approach to real estate investing
For wealth professionals who allocate to or evaluate real estate managers, the episode gives a manager’s account of how demographic and e-commerce trends feed a quantitative real estate process and how an open-ended fund structure shapes what the firm owns. It also flags the specific challenges data centers pose for open-ended vehicles.
PRIVATE PLACEMENT LIFE INSURANCE
For wealth professionals working with ultra-high-net-worth families, the discussion sets out when PPLI is proposed and common pitfalls, including that more than half of the prospects Jay Judas evaluates are better served by another solution or nothing. It also explains why tax-inefficient assets and irrevocable trust ownership are central to the structure.
Real estate & infrastructure
Follow real estate & infrastructure
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.