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
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 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 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 business leader’s account of how a climate disaster affects companies and communities and what recovery and investment coordination look like in an emerging market. For wealth professionals, it is a development and climate-risk discussion rather than portfolio commentary.
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.
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.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
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