Institutional Real Estate, Inc. Podcast

ESG is now firmly established as an investor requirement of fund managers, but that adoption has not always been smooth. Efforts such as the Equilibrium Forum, an annual conference produced by Equilibrium Capital, provides investors, consultants and operators with an opportunity to share their ideas and experiences around ESG investing. Dave Chen, chairman of Equilibrium Capital, discusses key takeaways from the recently completed eighth annual Equilibrium Forum. (06/2019)

Vertical, a vertically-integrated cannabis company, recently closed its Series A fundraising round at $58 million, $23 million more than its initial target, composed of small investments from many high-net-worth individuals and families. The driving force behind the fundraise was company president Smoke Wallin, who was on the road for months running a political-style fundraising campaign. He joins us to talk about the roadshow and the lessons learned. (06/2019)

How do you define second and tertiary markets? What are the top markets in each category? What are the prime opportunities in those markets for real estate investors? What are the risks? What is the difference between investing in those markets today versus 10 or 20 years ago? To cover those subjects we are joined by Pat Jackson, founder and CEO of Sabal Capital Holdings, a financial services firm specializing in commercial real estate investing. (06/2019)

How do you define second and tertiary markets? What are the top markets in each category? What are the prime opportunities in those markets for real estate investors? What are the risks? What is the difference between investing in those markets today versus 10 or 20 years ago? To cover those subjects we are joined by Pat Jackson, founder and CEO of Sabal Capital Holdings, a financial services firm specializing in commercial real estate investing. (06/2019)

What are the four major themes real estate investors should be taking into account when making investment decisions? Indraneel “Indy” Karlekar, senior managing director of global research and strategy at Principal Real Estate Investors, has been studying the issue and authored a new report on the topic. He joins the program to share his latest findings. (06/2019)

What kinds of organizations are suited to go public as REITs? What are the antecedents of a successful REIT IPO? How are public REITs expected to perform during the next real estate downturn? What is the biggest difference between the REITs of today and yesteryear? Morrison & Foerster attorney Andy Campbell, who specializes in REIT IPOs, joins the program to bring us up to speed. (06/2019)

What kinds of organizations are suited to go public as REITs? What are the antecedents of a successful REIT IPO? How are public REITs expected to perform during the next real estate downturn? What is the biggest difference between the REITs of today and yesteryear? Morrison & Foerster attorney Andy Campbell, who specializes in REIT IPOs, joins the program to bring us up to speed. (06/2019)

Did you know food consumption is projected to double over the next 50 years? What ag-tech innovations will have a particularly powerful impact on production and profitability? What are the sweet spots among farm crops? What are historic and projected returns? We discuss those matter with our guest, Martin Davies, CEO of Westchester Agriculture Assets, an affiliate of Nuveen, with about $8 billion of global farmland assets. (06/2019)

Did you know food consumption is projected to double over the next 50 years? What ag-tech innovations will have a particularly powerful impact on production and profitability? What are the sweet spots among farm crops? What are historic and projected returns? We discuss those matter with our guest, Martin Davies, CEO of Westchester Agriculture Assets, an affiliate of Nuveen, with about $8 billion of global farmland assets. (06/2019)

Housing expert Ivy Zelman, CEO of Zelman & Associates, is noted for having accurately called the top of the housing market in 2005, as well as the bottom of the market in January 2012. She joins the program to discuss the current state of housing, the “yellow flags” she has detected, the emergence of the “I-buyer” market, the low inventory of available single-family homes, and the accelerating build-to-rent market. (05/2019)

Housing expert Ivy Zelman, CEO of Zelman & Associates, is noted for having accurately called the top of the housing market in 2005, as well as the bottom of the market in January 2012. She joins the program to discuss the current state of housing, the “yellow flags” she has detected, the emergence of the “I-buyer” market, the low inventory of available single-family homes, and the accelerating build-to-rent market. (05/2019)

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., discusses the just-completed iREOC (Institute for Real Estate Operating Companies) Annual Membership Meeting in Park City, Utah, and looks ahead to the VIP Infrastructure gathering slated for June 11-13 in Toronto, Canada. (05/2019)

Megafunds, late-cycle investing, style drift and the U.S.-China trade war are among the topics on the mind of Chase McWhorter, managing director of Institutional Investing in Infrastructure, as well as the minds of the investors he recently met with in New York City. (05/2019)

The latest figures are showing commercial real estate deals are slowing in Europe, coupled with the economic slowdown. Marek Handzel, editor of Institutional Real Estate Europe, reports the details. (05/2019)

What were the terms of the landmark 75-year Warner Bros. lease in Burbank? Our guest is Andrew Schmerzler, the business attorney who negotiated the lease. He joins us to discuss other major entertainment projects under development in L.A., what constitutes “entertainment real estate,” the short- and long-term future of entertainment properties, and whether there is a clear path for high-net-worth individuals to participate, either separate from or alongside institutional players. (05/2019)