People Property Place

In this episode of the People Property Place podcast, Nick Leslau, a real estate investing legend who has built and backed some of the most influential UK property vehicles of the last few decades, shares what really matters when markets turn and leverage starts to bite. Drawing on a career spanning Prestbury, listed platforms, major exits, and multiple cycles, Nick explains why credit, not proper...

In this episode of the People Property Place podcast, Harm Meijer draws on decades of experience across listed real estate and capital markets to unpack how cycles really play out when sentiment turns and leverage starts to bite. From his early career on the sell side to building ICAMAP, Harm explains why investors repeatedly misjudge market turning points, how incentives inside listed vehicles qu...

This week, I sat down with Martin Towns to unpack a career built across brokerage, private equity, institutional fund management, and now global leadership, and what it takes to scale a real estate investment platform across multiple cycles and geographies. Martin is Global Head of Real Estate at M&G, responsible for the strategic direction and growth of a real estate business managing approximate...

This week, I sat down with Randeesh Sandhu to unpack a career that spans investment banking, real estate development, private credit, and public markets, and what it really takes to build a durable lending platform across multiple cycles. Randeesh is Co-Founder and CEO of Precede Capital Partners, founded in 2021 as a portfolio company of TowerBrook Capital Partners. Prior to Precede, he co-founde...

Europe's Housing Imbalance and the Living Opportunity with Tom Livelli, Partner and Head of Living Strategies, Europe at EQT Real Estate This week, I sat down with Tom Livelli to dive into how Europe's chronic housing undersupply, shifting renter behaviour, and capital rotation are shaping one of the most compelling living strategies in global real estate today.   Tom is a Partner with EQT Real E...

The Future of European Real Estate: Strategy, Capital, and Structural Change with Simon Wallace, Head of UK Real Estate & Global Co-Head of Research - DWS. This week, I sat down with Simon Wallace to explore how Europe's real estate landscape is shifting - and what that really means for investors, fund managers, and operators in the next cycle. Simon began his career as an economist before moving...

Technology, Talent, And The Future Of Purpose Built Living with Bay Downing, Joint CEO of Downing and Co Founder of Aboria Capital. One of the UK's leading vertically integrated living platforms with 6000 plus operational beds across top university cities. This week, I sat down with Bay Downing to explore how a second generation family business is evolving into a tech enabled, institutionally back...

This week, I sat down with Jeffrey Reder to unpack how the US real estate market is evolving, why the middle market is delivering some of the most compelling opportunities today, and what it really takes to outperform through multiple cycles. Jeff began his career in corporate finance at Salomon Brothers in New York before transitioning into direct real estate. Since joining CenterSquare in 2006,...

The Future of European Real Estate: Capital, Cycles, and Opportunity with Simon Martin, Senior Partner, Chief Investment Strategist & Head of Research - Tristan Capital Partners. €15+ billion AUM leading institutional grade, full-service private equity real estate firm. This week, I sat down with Simon Martin to unpack how Europe's real estate market is changing and what it means for investors, fu...

What does it take to design and deliver a £2 billion real-estate platform serving over a million UK pensioners - while keeping a long-term focus in a short-term world? This week, I sat down with Alistair Smith, Head of Real Estate at Border to Coast Pensions Partnership, to unpack his 30-year career spanning advisory, private-equity, and institutional real estate - and the leadership lessons learn...

What does it take to stay relevant through four decades, across every market cycle, and still have the hunger to build something new? This week, I sat down with Will Rowson , Founder of Newland Capital Partners , to unpack his 35-year journey across global real estate — from gritty East London industrial estates to leading Europe's largest investment platform — and what it really takes to adapt, e...

What does it take to walk away from a successful private-equity career and build your own real-estate investment platform from scratch? This week, I sat down with Anthony Maxwell-Jones, Founder & Managing Partner at Valorem Investment Partners, to unpack his journey from the early days at Mercer / Castleforge to founding Valorem - and what he's learned along the way about timing, risk, and backing...

What happens when the global order that shaped real estate for decades begins to fracture? This week, I sat down with José Pellicer, Founder Partner at Evonite, to unpack how de-globalisation, contrarian bets, and a smarter approach to thematics will shape the winners of the next 5–10 years. José brings a sharp, historically grounded perspective on risk pricing, macro shifts, and how to identify r...

Building a Pan-European Real Estate Powerhouse | Christophe Garbe (GARBE) Subscribe To My Channel For More Videos: 👉 http://peoplepropertyplace.com/ Hey Everyone, Welcome Back! What does it take to scale a family-run development business into a €15 billion pan-European real estate platform? This week, I sat down with Christophe Garbe, Managing Partner of GARBE, to unpack how he grew the company f...

What happens when billions of pounds of pension money flow into real estate? Can creative deal structures solve the UK's housing and regeneration challenges in a high-rate environment? This week, I sat down with  James Agar , Head of Real Estate Origination at PIC Capital , the investment arm of Pension Insurance Corporation plc, to unpack how institutional capital is reshaping housing, regenerati...

Manish Gudka | Baptism of Fire to £1bn Deals | People Property Place Podcast Subscribe To My Channel For More Videos: https://www.youtube.com/channel/UCLeY7xnoJ08uYlGb-Y0j96A For many, real estate careers are about steady growth, one sector, one model. But Manish Gudka's story at Aprirose shows what it takes to adapt, survive, and thrive across cycles. From the family soap business in Kenya seedin...

From billion-euro retail deals to leading Europe's largest apartment hotel operator, and now steering one of the fastest-growing healthcare real estate platforms, Simon Betty's career has spanned multiple cycles, asset classes, and countries. In this episode, Simon shares how his early career choices set him on a path into retail, how he navigated Hammerson through some of its most challenging mom...

Leo Shapland, Chief Executive of the King's Cross Estate, joins me on the People Property Place Podcast 🎙️ this week. He reflects on his formative experiences at Brookfield Multiplex, to building international platforms at Tishman Speyer, returning to London with Aviva, then leading at Workspace before taking on his current role overseeing one of Europe's most successful regeneration projects. Leo...

Jay Kwan, Managing Director and Head of Europe at QuadReal Property Group, joins me on the People Property Place Podcast  this week. We cover Jay's global journey from humble beginnings in LA, to Lehman Brothers, to leading international investment teams at Soros and TPG, and now spearheading QuadReal's growth across Europe. Jay shares hard-won lessons on capital cycles, navigating workouts, and b...

James Craig, Co-Founder of Oval Real Estate, joins me on the People Property Place Podcast this week.   We discuss James's journey from surveying to running a diversified real estate investment business. He reflects on pivotal career decisions, key deals, and the thinking behind Oval's sector-agnostic strategy.   James shares lessons from launching Oval in a down market, building high-trust partne...

Kevin Mofid, Head of Industrial & Logistics Research at Savills, joins me on the People Property Place Podcast 🎙️ this week. We discuss his journey into real estate, the evolution of research in the sector, and key insights into the UK and European logistics markets. Kevin shares his data-driven view of market trends, rental growth dynamics, build-to-suit versus existing stock, and the increasing...

Philip Stott, Co-Founder of Caisson IO, joins me on the People Property Place Podcast this week. We discuss his early career journey to co-founding Caisson IO, a boutique investment management firm that integrates data and technology to, invest and manage multi-let industrial assets across the UK. Philip shares valuable insights on the role of data in real estate, building a tech-enabled investmen...

Philip Gadsden, Managing Partner at Orchard Street Investment Management, joins me on the People Property Place Podcast 🎙️ this week. We cover his 40+ year career in institutional real estate - from Jones Lang Wootton and Gatehouse, to building Invista, and now leading Orchard Street's shift into impact investing. We get into his views on separate accounts, discretionary capital, asset-level execu...

Marcus Meijer, Founder and CEO of MARK, joins me on the People Property Place Podcast 🎙️ this week. We talk through his journey from third-generation developer to building one of Europe's leading independent investment managers. We get into how Marcus thinks about platform creation, market timing, team building, and where he sees the next wave of opportunity. If you're interested in real estate pr...

Jon Lurie, Founder of Realty Corporation, joins me on the People Property Place Podcast 🎙️ this week. We talk through his journey from accidental landlord to managing billions at Goldman Sachs and Blackstone and why he decided to launch his own real estate investment firm. We get into how Jon navigates cycles, build conviction-led investment themes, and why real estate is no longer guaranteed a sp...