Front & Center

This week on Front & Center, Uma Moriarity is joined by Alex Snyder and special guest Jonathan Hughes, Director of Equity Research at Raymond James. Together, they discuss the ever-evolving healthcare space and provide insights into the demographic trends shaping the sector’s future outlook. The conversation begins by explaining how today’s aging population has triggered a “silver tsunami” of...

As we wrap up our 2024 outlook series, Uma Moriarity is joined by Managing Director, Chad Burkhardt to explore the complexities of CenterSquare’s Strategic Capital strategy. The conversation delves into the advantages of investing in both singular assets and dynamic platforms, shedding light upon the bespoke approaches utilized during market disruptions. From the resurgence of retail real estate t...

In our latest episode of Front & Center, Uma Moriarity is joined by Managing Directors Jeff Reder and Rob Holuba to discuss their expectations for the private equity real estate market in the coming year. The conversation begins by examining the current phase of the real estate market cycle and the potential for a reset in valuations. The impact of the credit market on the investment landscape...

This week on Front & Center, Uma Moriarity welcomes back managing directors Michael Boxer and Richard Gorsky to provide their insights into the latest trends and developments within the real estate debt landscape. The conversation begins by examining the current lending environment, drawing comparisons to previous cycles and highlighting both unique challenges and advantages that have shaped t...

This week, Uma Moriarity is joined by portfolio managers Alex Snyder, Matthew Goulding, and Joachim Kehr to analyze the outlook for Global REITs in 2024. Starting with a discussion to understand the economic outlook across global markets, the group then explores fundamentals and capital markets impacting property sectors from data centers to the Chinese housing market and everything in between. “G...

In our first episode of the year, Uma Moriarity is joined by CenterSquare’s CEO and CIO, Todd Briddell, to kick off our 2024 outlook series featuring a variety of thought leaders across the firm sharing their insights for the upcoming year. The conversation starts with Todd and Uma breaking down key factors impacting real estate today, underlining the influence of fundamentals, capital markets and...

In our final episode of the year, Uma Moriarity welcomes back Portfolio Manager Alex Snyder to discuss key events that shaped the commercial real estate market in 2023. “2023 Year in Review” explores the surprising economic resilience, evolution of interest rates, and tightening credit environment before diving into the highs and lows of various sectors over the past year. As the episode wraps up,...

In this episode, Managing Director and Head of Strategic Capital Chad Burkhardt joins Uma Moriarity to discuss the world of investing in real estate operating companies (REOCs) and the appeal of investing in platforms. The conversation then explores the current transaction environment, highlighting challenges and opportunities amid ongoing market changes. "Navigating the REOC Universe" o...

This week, Front & Center host Uma Moriarity is joined again by Portfolio and Regional Manager Matthew Goulding, for a timely discussion on the state of the European REIT market. The episode opens with Uma and Matthew analyzing recent market trends across the continent, offering insights into the impact of inflation, monetary policy, and interest rates. “European REITs and Real Estate Trends”...

This week on Front & Center Uma Moriarity is joined by Patrick Wilson, Portfolio Manager for CenterSquare’s Listed Real Estate Platform to wrap up U.S. REITs earnings season and provide a comprehensive update on various property types and markets. The conversation starts by synthesizing fundamentals across the industrial, residential, and retail sectors and closes with a discussion about the g...

This week, Uma Moriarity welcomes back Portfolio and Regional Manager Joachim Kehr to discuss key takeaways from earnings season across the Asia-Pacific region. They provide updates on a variety of sectors, analyzing how consumer trends will continue to impact fundamentals across the broader real estate market. “APAC Earnings Season Takeaways” highlights the driving forces behind public and privat...

This week, Co-Hosts Scott Crowe and Uma Moriarity are joined by Richard Gorsky, Managing Director for our Private Real Estate Debt platform, for a timely discussion on the state of the real estate debt market. The group begins by reviewing the changes we’ve seen in the debt landscape as treasury yields have materially increased, digging into how evolving trends and tightening credit standards will...

As REIT earnings season kicks off, Co-Hosts Uma Moriarity and Scott Crowe invite back Portfolio Manager Rob Goldstein to offer a glimpse into what we can expect this earnings season. The conversation begins with the group touching upon current REIT market sentiment, examining fundamentals across various property types, and sharing valuable insights as we head into Q4. Analyzing the current REIT la...

This week, Co-Hosts Scott Crowe and Uma Moriarity welcome back a familiar voice to Front & Center – Real Estate Securities Portfolio Manager, Alex Snyder. In this episode, Scott, Uma, and Alex dive into the nuances of the office sector, dissecting recent market trends and addressing the impact of changing interest rates on valuations. "Space Matters: Redefining “Success” Within the Office...

In our latest episode of Front and Center, Co-Hosts Uma Moriarity and Scott Crowe welcome guests Jeff Reder and Victoria Madrid from CenterSquare's private equity platform to examine the wide variety of subsectors that fall under the industrial real estate umbrella. The group discusses the complexities of traditional industrial spaces, then delves deeper into niche subsectors such as cold stor...

This week, Co-Hosts Scott Crowe and Uma Moriarity are joined by Matthew Goulding, London-based Listed Real Estate Securities Portfolio and Regional Manager to delve into the intricacies across the European real estate market. "Transatlantic Trends: Exploring European Real Estate" dives into the inflation and interest rate environment across UK and Europe, its resulting impact across publ...

Following last week's FOMC meeting, Co-Hosts Uma Moriarity and Scott Crowe discuss key takeaways and expectations for the real estate market as we head into 2024. "Charting the Course: Central Banks, Cap Rates, and Real Estate Outlook" examines the impact of the "higher for longer" interest rate message on cap rates, transaction volumes, and our real estate outlook, while a...

In our latest installment of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity welcome back Portfolio Manager Patrick Wilson to delve into the burgeoning data center sector within the commercial real estate landscape. "The Power and Potential of Data Centers" explores the sector's strong fundamentals and its potential for further growth due to limited supply and increased de...

In the latest episode of Front & Center, Uma Moriarity speaks with Real Estate Securities Regional & Portfolio Manager Joachim Kehr, discussing the Asia-Pacific real estate landscape. "Transpacific Realities: Navigating Asia-Pacific Real Estate" explores the intriguing differences between U.S. and Asia-Pacific office fundamentals while dissecting the region's various policy f...

In the latest episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity speak with Jeff Reder, Managing Director and Chris Picyk, Senior Vice President of our Private Real Estate team, discussing CenterSquare’s strong conviction for the Build-to-Rent (“BTR”) residential sector. "Redefining Residential Real Estate: The Build-to-Rent Revolution", explores how shifting demograph...

In the latest episode of Front & Center, Co-Host Uma Moriarity interviews Chad Burkhardt, Managing Director of Private Real Estate where the pair discusses CenterSquare’s Strategic Capital Investment Strategy. Strategic Capital: Investing in the “White Space” delves into the strategy's origin and its focus on unique real estate opportunities with strong fundamentals, leveraging CenterSquar...

In the latest episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity chat with Jeff Reder, Managing Director of Private Real Estate, to discuss commercial real estate investing utilizing a value-added approach. "Value-Add in Niche Sectors" unveils the intricacies of this strategy, CenterSquare’s evolution into niche sectors like build-to-rent (BTR) and manufactured housing...

In the latest episode of Front & Center, Co-Hosts Uma Moriarity and Scott Crowe chat with Real Estate Securities Portfolio Manager Rob Goldstein and explore the transformative impact of generational trends on the real estate asset class. "Generational Shifts and Real Estate Dynamics" examines how the lifestyles of the two largest generations - millennials and baby boomers - are drivi...

Fresh off the heels of earnings season, Front & Center, Co-Hosts Uma Moriarity and Scott Crowe chat with Real Estate Securities Portfolio Manager Patrick Wilson and reexamine our predictions of a pending "normalization" for commercial real estate previously explored in Episode 6. "REIT Earnings Recap" spotlights property sectors that are rebounding strongly vs. those facing...

In the most recent episode of Front & Center, Co-Host Scott Crowe and Uma Moriarity analyze recent economic data and its implications for commercial real estate investment. "Decoding the Data: Economic Updates and the Real Estate Cycle" examines recent macroeconomic indicators in relation to interest rates, debt costs and cap rates and our hosts discuss the likelihood of market histo...