Institutional Real Estate, Inc. Podcast

Come 2025, travelers will be traveling between Dallas and Houston at upwards of 200 mph on Japanese manufactured trains as part of a roughly $17 billion project being entirely underwritten by private investors. What is the cost structure for the organization and what is its revenue model? What will it cost passengers? What ridership level is required to make a profit? Will the system compete with air travel? And what is it expected to do for surrounding real estate development and the overall economies of Texas cities? Tim Keith, CIO of Texas Central, has answers for all of those questions and many more. (04/2019)

Did you know Airbnb, VRBO and other hospitality marketplaces have started cutting deals with apartment communities to place short-term renters? Or that the economics of short-term rentals are allowing for more dynamic pricing in apartment communities and the potential for higher profitability? Our guest, Georgianna Oliver, CEO of Package Concierge, is operating in the thick of these new trends and sensibilities. She joins us to elaborate. (04/2019)

Did you know Airbnb, VRBO and other hospitality marketplaces have started cutting deals with apartment communities to place short-term renters? Or that the economics of short-term rentals are allowing for more dynamic pricing in apartment communities and the potential for higher profitability? Or that the technology arms race among apartments has ceased in favor of creating environments to the liking of millennials? Our guest, Georgianna Oliver, CEO of Package Concierge, is operating in the thick of these new trends and sensibilities. She joins us to elaborate. (04/2019)

What does it mean that senior housing has moved from fee-for-service to value-based care? Why are there occupancy challenges despite the aging of the baby boomer generation? When is senior housing scheduled to reach its peak, and how long will that peak be sustained? What are the opportunities going forward? We discuss those issues with Bill Kauffman, who works with the research team at the National Investment Center for Seniors Housing & Care. (04/2019)

What does it mean that senior housing has moved from fee-for-service to value-based care? Why are there occupancy challenges despite the aging of the baby boomer generation? When is senior housing scheduled to reach its peak, and how long will that peak be sustained? What are the opportunities going forward? We discuss those issues with Bill Kauffman, who works with the research team at the National Investment Center for Seniors Housing & Care. (04/2019)

With Britain’s withdrawal from the European Union facing a new Oct. 31 Halloween deadline and protests in the streets, how are real estate prices reacting to the social and political tumult? Marek Handzel, editor of Institutional Real Estate Europe, joins the program to discuss his thoughts on Brexit, real estate values and the euro zone at large. (04/2019)

Why are so few women found in the C-suites of real estate companies? Why have so few started their own real estate firms? What is the difference between equality of opportunity and equality of outcome? Editor Loretta Clodfelter, editor of Institutional Real Estate Americas — and author of the April edition’s lead feature story on the subject, as well as a companion editorial — discusses her findings. (04/2019)

How did countries such as Sweden and France de-carbonize their energy industries? How did private investors and industries benefit from their nuclearization programs? What do we have to learn from those experiences? What is the current state of nuclear energy in the United States? What about the new generation of more advanced nuclear reactors? Joshua Goldstein, nuclear energy opponent turned advocate, joins us to discuss the issues. (04/2019)

How did countries such as Sweden and France de-carbonize their energy industries? How did private investors and industries benefit from their nuclearization programs? What do we have to learn from those experiences? How badly did Japan’s Fukushima disaster damage the industry? What is the current state of nuclear energy in the United States? What about the new generation of more advanced nuclear reactors? Joshua Goldstein, author of A Bright Future: How Some Countries Have Solved Climate Change and the Rest Can Follow, joins us to discuss the issues. (04/2019)

What property types are currently attractive to institutional investors? What’s in vogue regarding investment strategies? What cities are investors finding especially appealing? What risks are they particularly attuned to? Gunnar Branson, CEO of AFIRE (A Fellowship for International Real Estate) joins us to discuss the survey’s methodology and conclusions. (04/2019)

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Fielding Miller of CapTrust Financial Advisors. Miller’s cover profile appears in the April 2019 edition of Real Assets Adviser.

Los Angeles is hotly anticipating hosting the 2022 Super Bowl, the 2028 Summer Olympics and, potentially, the 2026 World Cup — and is in the midst of a $15 billion modernization of Los Angeles International Airport, and the construction of a $4 billion, 298-acre NFL stadium and real estate development that will be the most expensive U.S. stadium ever built. What's more, both the LAX and stadium projects are being financed by private investors. Our guest, Sean Burton, is president of the Los Angeles Board of Airport Commissioners, and a former member of the Los Angeles Planning Commission, where he oversaw approval of the NFL stadium. He is also CEO of Cityview, an investment management and development firm. (03/2019)

With protesters and tension on the streets of Paris and uncertain euro-zone growth, how long can the French capital’s office market keep shining? Marek Handzel, editor of Institutional Real Estate Europe, joins the program to discuss his latest report on the subject. (03/2019)

Los Angeles is hotly anticipating hosting the 2022 Super Bowl, the 2028 Summer Olympics and, potentially, the 2026 World Cup — and is in the midst of a $15 billion modernization of Los Angeles International Airport, and the construction of a $4 billion, 298-acre NFL stadium and real estate development project that L.A. Biz reports is the most expensive U.S. stadium ever built. What more, both the LAX and stadium projects are being financed by private investors. Our guest, Sean Burton, is president of the Los Angeles Board of Airport Commissioners, and a former member of the Los Angeles Planning Commission, where he oversaw approval of the NFL stadium. He is also CEO of Cityview, an investment management and development firm. (03/2019)

Tim Fernholz — who covers space for Quartz and is the author of Rocket Billionaires: Elon Musk, Jeff Bezos and the New Space Race — joins the program to discuss infrastructure’s rapidly expanding new frontier. Join us for a discussion about the rise of private-sector space exploration, adventure capitalism and the continuing role of NASA. (03/2019)