Institutional Real Estate, Inc. Podcast

John Campbell, chairman of Campbell Lutyens, a London-based private equity firm specializing in raising private equity and infrastructure funds from institutional investors, talks with us about infrastructure investing in emerging markets, the British government’s plan to encourage more infrastructure investing by pension funds, private-public partnerships, and whether the future of infrastructure investing will be primarily debt or equity, among other topics.

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investing market in this monthly podcast. This month he talks about The Fed's announcement that it plans to start winding down its quantitative easing program and the impact that decision has had on bond and stock markets. He also discusses China's decision to tighten credit, the improved U.S. housing market, single-family homes' potential for becoming an institutional asset class, and the current state of the U.S. office market.

Is Japan truly on the recovery track? Should investors be worried about China’s leadership transition? What kinds of yields can be expected from real estate investments in the region? Deutsche Asset & Wealth Management executives Leslie Chua and Koichiro Obu discuss the current climate for investing in Asia.

Sameer Jain, chief economist and managing director at American Realty Capital, discusses the advantages of non-traded REITs as compared with publicly traded REITs. During this interview he discusses the size and historic returns of the non-traded REIT industry, as well as its regulatory environment, which types of investors they are best suited to, and what investors get in return for the illiquid nature of this particular real estate investment vehicle. Sameer Jain can be contacted at sjain@arlcap.com or 646-861-7726.

Nick Cleary, director of infrastructure debt at Hastings Funds Management, discusses the current status of global infrastructure spending and the opportunities available to investors. You can contact Cleary by writing to nick.cleary@hfm.com.au, or by calling 212-551-1939.

Carl Gomez, senior vice president and chief economist at Bentall Kennedy, is responsible for Canadian real estate and capital markets research. He has more than 12 years of experience in macroeconomic forecasting and real estate market analysis. In this podcast Gomez talks about the softening Canadian economy and the nation's real estate market.

Tom Shapiro, founder and president of GTIS Partners, a firm that has invested $1.25 billion in Brazil, discusses his financial interests in Latin America's largest economy, other markets in the region that are attracting his interest, and the keys to successful real estate investing south of the U.S. border.

Dr. Peter Linneman is emeritus professor of real estate at the Wharton School at the University of Pennsylvania, as well as principal of Linneman Associates, a consulting and research firm specializing in commercial real estate investments and strategy. He is also CEO and founder of the American Land Fund and KL Realty. During this podcast Dr. Linneman shares his views on interest rates, inflation, and his forecasts on economic growth, the single-family housing market, core investing and what he deems the most attractive real estate investing opportunities in the current market.

Richard Fleming, editor of The Institutional Real Estate Letter — Europe, elaborates on an article he authored about the European logistics sector suddenly picking up the pace, with transaction activity in the more than doubling during first quarter 2013.

A discussion of a new report titled How Latin American Pension Funds Invest Their Assets, produced by Campollo Consulting and co-authored by this podcast's guests, Carmen Campollo of Campollo Consulting, and Peter Wall of Wall's Street Advisor Services.

An interview with Jack Corgel, a professor at the Cornell University School of Hotel Administration, as well as a consultant with PKF Hospitality Research. Corgel was one of the authoritative sources contributing to a story about institutional investing in the hotel sector and published in the June 2013 edition of The Institutional Real Estate Letter — Americas. Corgel discusses the signs he is seeing that institutional investors are starting to make bigger financial commitments to the hotel sector, particularly in the United States.

Micolyn Magee, a principal at the Townsend Group and veteran of the institutional real estate business, talks with us about the current investing environment, including what is peaking investor interest, the trend toward real assets, benchmarking versus absolute return, the difficult fundraising environment, and the rising level of uncalled investment capital.

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc. breaks down the current institutional investing market in this monthly podcast. This month he discusses renewed investment activity in Europe, the new appetite among U.S. investors for secondary markets such as Austin, Charlotte, Denver and Houston, as well as IREI's just-completed and upcoming conferences, and his own upcoming schedule of events and speaking engagements.

A discussion about real estate investing in Latin America with Melissa Reagen, head of property research for the region at Aberdeen Asset Management. Reagen contributed an article in the May edition of The Institutional Real Estate Letter that discusses the lucrative investment opportunities in overlooked Latin American nations.

A discussion with Jack Rodman, an executive with Crosswater Realty Advisors regarding the column he wrote and was published in the Americas and Asia Pacific editions of The Institutional Real Estate Letter. It is Rodman’s contention that China is headed down the same road Japan followed when its economic miracle imploded two decades ago. During this interview he explains why.