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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
It offers a manager's perspective on how the rate environment is changing commercial real estate, a sector advisors may hold through funds or client portfolios. The discussion of office specifically addresses a segment that has drawn attention as rates have risen.
It offers wealth professionals a thematic view of how AI adoption may spread across sectors and create physical constraints around power, semiconductors and materials. The discussion of infrastructure, robotics and digital assets gives context for how the AI build-out is being framed in capital markets.
The episode gives wealth professionals a historical account of how publicly traded real estate moved from a niche sector to an S&P index constituent. It focuses on the advocacy, index-committee process and market effects around that change rather than on current allocation views.
For wealth professionals assessing private-market diversifiers, the episode frames infrastructure around portfolio characteristics such as cash flow, inflation protection and correlation, not only project-level detail.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
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