Real Estate Capital

Park Madison’s executive committee revisits its 2026 predictions and examines the trends shaping real estate for the rest of the year. Park Madison’s executive committee, Rob Kohn, Carrie Coulson, Jack Koch, Brian Di Salvo and John Sweeney, joins Nancy Lashine for a mid-year assessment of the firm's 2026 Outlook. The group examines which themes have played out as expected, where market conditions...

Brendan Wallace discusses how AI is reshaping real estate, venture capital and the future of PropTech. Brendan Wallace joins Nancy Lashine to discuss how generative and agentic AI are fundamentally changing the real estate industry for investors, operators and PropTech companies.  The conversation explores why traditional “point solution” software is no longer enough for real estate firms trying t...

Brian Feldman, Compass Datacenters’ Vice President of Development, discusses data center development, power procurement, and the future of digital infrastructure. Brian shares how unexpected opportunities early in his career led him to work with data centers. After graduating from Columbia’s business school, he joined Amazon Web Services’ (AWS) long-range planning team. At AWS, Brian was responsib...

Daniel McGill of Joby Aviation shares how electric air transit and vertiports could reshape real estate value and development. Daniel McGill of Joby Aviation joins Nancy Lashine to explore how electric vertical takeoff and landing (eVTOL) aircraft could reshape the built environment.  With a background spanning Hines, Apple and institutional real estate, Daniel brings a practical lens to what it t...

Anthony Scaramucci, founder of SkyBridge and SALT, speaks on resilience, manager selection and what tokenization could mean for real estate. Anthony Scaramucci, founder of SkyBridge and SALT, reflects on the early lessons in resilience he learned from his parents. They worked as a makeup artist and a laborer and instilled in him a strong work ethic and a love of people. He shares that his high sch...

Sonny Kalsi, BGO’s Co-CEO and SLC Management’s President and CEO, discusses his real estate investment philosophy, building relationships and the biggest challenge of his career. Sonny shares pivotal moments following his 2009 departure from Morgan Stanley that enabled him to build and scale GreenOak. [00:11:00] “Honestly, my friends and my colleagues from Morgan Stanley rallying to me, my friends...

Laurent Grill, JLL Spark’s Partner and Managing Member, shares how founder experience shapes venture investing and where AI is transforming real estate. Laurent Grill, JLL Spark’s Partner and Managing Member, joins Nancy Lashine to explore how a founder-first mindset is shaping venture capital in real estate technology.  Laurent is unique in the proptech space. He’s been a founder multiple times —...

Moran Cerf, neuroscientist and AI Consultant, joins Nancy Lashine to explore how brain science and AI are transforming business, leadership, and investing. Drawing from research on real-time decision making, Moran explains that the brain has no universal formula for optimal performance. Instead, each person operates best under different conditions. The key, he argues, is understanding how decision...

Diego López explains how sovereign wealth funds invest, why real estate remains core, and where global capital is deploying today. Diego López, Global Sovereign Wealth Fund’s (SFW) Founder and Managing Director, explains how sovereign wealth funds deploy capital and what their strategies signal for real estate investors. With insight into roughly $15 trillion in sovereign assets, Diego shares how...

John Atwater, Prime Finance’s Co-Founder and Managing Partner, explains how credit platforms create yield, leverage, and compete through tech and scale. John Atwater, Prime Finance’s Co-Founder and Managing Partner, shares how he built one of the most established platforms in real estate private credit.  He explains why real estate debt looks compelling in today’s environment, particularly for ins...

Jennifer Wenzel, Director at Teacher Retirement System of Texas, talks alpha-generation, partnership, and strategy through unpredictable cycles. Jennifer Wenzel, TRS (Teacher Retirement System) of Texas’ Director, shares how pension investors approach real estate across cycles, geographies, and structures. Texas TRS is one of the largest and most influential pension investors. In the 16 years that...

Ryan Cotton, Bain Capital’s Partner and Head of Real Estate, explains how thematic investing, alignment and curiosity create durable real estate strategy. Ryan Cotton, Bain Capital’s Partner and Head of Real Estate, shares how a “why-first” mindset can help investors avoid cyclical traps and identify durable real estate themes.  Ryan shares that his unconventional path to real estate has given him...

Park Madison’s executive committee shares what investors can expect in 2026, where capital is flowing and how higher interest rates are reshaping strategy. Park Madison’s executive committee—Rob Kohn, Carrie Coulson Naik, Jack Koch, Brian Di Salvo, and John Sweeney—joins Nancy Lashine to break down the firm’s 2026 Outlook and what it signals for real estate investors navigating a slower, more disc...

Nancy Lashine highlights memorable moments from the second half of Season 3 and offers a preview of the powerhouse guests shaping the future of Real Estate Capital.

Drew Murphy of Berkshire Global Advisors shares how to attain lasting success in private real estate by balancing capital, people, and purpose. Drew Murphy, head of Private Markets Advisory at Berkshire Global Advisors, sits at the center of real estate’s transformation—from entrepreneurial fund managers to institutional platforms.  Named by PERE as one of the 100 most influential people in privat...

Tom Gilbane, Co-President of Rockpoint, shares lessons from three decades of private equity—handshakes, home court advantage, and hard work. Tom Gilbane, Co-President of Rockpoint, reflects on a career that traces the evolution of modern real estate private equity—from Merrill Lynch and Westbrook Partners to building Rockpoint into one of today’s leading mid-market firms. Born into a family with d...

Darcy Stacom, legendary New York City dealmaker and “Skyscraper Queen,” reflects on her 40-year career, $150B in sales, and launching StacomSilverstein. Darcy Stacom, one of the most recognized names in commercial real estate, shares lessons from her remarkable 40+ year career. Known as New York City’s “Skyscraper Queen,” Darcy has closed over $150 billion in transactions, including the GM Buildin...

Diane Hoskins, Gensler’s Global Co-Chair, discusses the value of collaboration and why design can be the most powerful tool for shaping a better future. Diane Hoskins, Global Co-Chair of global design firm Gensler, shares insights from leading a team of over 6,000 professionals across 53 offices worldwide—and why she believes intentional, collaborative design can be the most powerful tool for shap...

Nancy Lashine recaps standout moments so far this year from Season 3 and previews powerhouse guests shaping the future of Real Estate Capital.

Gunnar Branson, AFIRE’s CEO, explores the evolution of real estate, capital flows, and the power of emotional intelligence.

Devon Olson, former Director of Real Estate at Utah Retirement Systems, shares his successes and lessons learned over his 40-year tenure at Utah Retirement Systems.

Brad Briner, State Treasurer of North Carolina, discusses investment leadership, public finance reform, and real estate strategy in the public sector.

Sara Queen, Managing Director and Head of Real Estate Equity at MetLife Investment Management, dives into leadership and value creation.

Keith Breslauer, founder and managing partner at Patron Capital, shares how he built one of Europe’s leading real estate firms from the ground up.

Greg Lauze, Managing Partner at NorthBridge Partners, discusses the evolving opportunity set in industrial real estate and the growth of NorthBridge as an institutional manager.