Shows
Front & CenterEpisode #70: A Dynamic Year in Real Estate: 2025 in Review Part 2In Part 2 of “A Dynamic Year in Real Estate: 2025 in Review”host Uma Moriarity continues the conversation with Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. This time they take a deeper dive into the niche sectors in 2025, including senior housing and data centers, and compare notes across public and private real estate. Finally, the episode wraps with a discussion about what was most surprising in 2025.
2025-12-1917 minFront & CenterEpisode #69: A Dynamic Year in Real Estate: 2025 in Review Part 1We’re rounding out the year with another two-part specialepisode of the Front & Center podcast, this time featuring CenterSquare Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. Patrick and Chad join host and Senior Investment Strategist Uma Moriarity to review what has been, as Patrick so aptly summarizes, a dynamic year. From Liberation Day to inflation and rate cuts, Patrick,Chad and Uma discuss the key macroeconomic factors that shaped the public and private real estate markets over the last year, and dive into the core property types.
2025-12-1920 min
On The EdgePrivate Equity Playbook: 20 Years of Real Estate Investment Wins with Jeff Reder of CenterSquareMalcolm Davies, founder of Way Capital, welcomes Jeff Reder, Managing Director, Private Equity Real Estate at CenterSquare Investment Group. Jeff's distinguished 20-year career in real estate investment disciplines is a testament to his expertise. This conversation reveals the core success strategies that have defined his enduring professional journey. Jeff shares his strategies for navigating market uncertainty. Focusing on private equity and commercial real estate fundamentals, Jeff highlights the critical roles of institutional investing and the importance of capitalizing on operating partners to thrive in challenging market cycles. Gain a greater understanding of...
2025-12-1832 min
People Property PlaceJeffrey Reder, MD at CenterSquare Investment Management – Conviction in the Middle MarketThis 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, he has helped build one of the most respected value-add platforms in the country. Today he serves as Portfolio Manager for the firm's Value-Added Fund series and leads a nationwide team focused on...
2025-11-2455 minFront & CenterEpisode #68: REIT Earnings ReviewCenterSquare Portfolio Manager Rob Goldstein joins host and Senior Investment Strategist Uma Moriarity on this episode of the Front & Center podcast. As REIT earnings season wraps up in the U.S., Rob shares what he’s seeing on the ground, such as the impact of shifting consumer demand on various sectors. Rob and Uma provide insight on Residential, Industrial, Data Centers, and Senior Housing, highlighting the different ways each sector is influenced by consumer demand and what they expect looking ahead.
2025-11-2115 minFront & CenterEpisode #67: Economic Update with Joe GyourkoFollowing an eventful few weeks filled with central bankdecisions, a continuing government shutdown in the U.S., and the release of a patchwork of economic data, Front & Center returns with guest and CenterSquare Advisory Board member Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business & Public Policy at Wharton who has served as the Director of the Zell/Lurie Real Estate Center and is currently a Nonresident Senior Fellow at the Brookings Institution and a research associate at the National Bureau of Economic Research. Joe joins host and Senior Investment Strategist Uma Moriarity to read...
2025-11-0724 minFront & CenterEpisode #66: Dispelling Retail's PR ProblemOn this episode of Front & Center, Host and Senior Investment Strategist Uma Moriarity is joined by CenterSquare Managing Director of Private Equity Real Estate Rob Holuba and CEO of Kimco Realty Conor Flynn. Rob and Conor call on their deep expertise in the retail space to share their perspectives on a wide range of topics, from the appropriate name for the property type to their views on where we are in the retail recovery cycle. Rob’s on-the-ground perspective in private real estate combined with Conor’s experience in the retail REIT world provides a well-rounded take on the curr...
2025-10-2429 minFront & CenterEpisode #65: Investor Insight - Framing the LP PerspectiveFor this episode of Front & Center, we’re once againtapping into the broader CenterSquare community with guest Laurann Stepp. Laurann is a CenterSquare Advisory Board member and currently serves on the board of UBS Trumbull Property Fund. She has extensive experience within the real estate world, as well as in institutional investing, having held senior roles at some of Pennsylvania’s largest pension funds. Laurann joins Senior Investment Strategist Uma Moriarity to discuss the LP perspective, from how thelast several years of volatility have shaped capital deployment, to how investors think about allocating capital within different real estate strategies and...
2025-10-1018 minFront & CenterEpisode #64: Managing Transition Risk in Real Estate Portfolios with The CRREM FoundationFront & Center is back with guest Andrea Palmer, CEO ofthe CRREM Foundation. Andrea joins Global Head of Sustainability and Senior Investment Strategist Uma Moriarity to discuss CRREM’s focus on managing transition risk for a real estate portfolio and employing scalable tools throughout the investment process. In “Managing Transition Risk in Real Estate Portfolios with The CRREM Foundation” Andrea and Uma define transition risk, explore the challenges to measuring it within both public and private real estate, and explain how organizations like CRREM are working to alleviate those challenges.
2025-09-2620 min
Nareit's REIT Report PodcastFed Rate Cut Likely to Spur Capital Inflow into Real Estate: CenterSquareIn this episode, Sarah Borchersen-Keto and Uma Moriarity, senior investment strategist at CenterSquare Investment Management, discuss the implications of recent Federal Reserve decisions on interest rates and their impact on REITs and the commercial real estate market. They explore historical trends in REIT performance, current investor sentiment, and the valuation differences between public and private real estate markets. Moriarity shares insights on high conviction property types and strategies for building resilient portfolios amidst economic uncertainty.
2025-09-1813 minFront & CenterEpisode # 63: Part 2 - A Global Real Estate Executive, An Economist, and A Private Real Estate Debt Investor Walk into a Recording StudioThe insights continue in Part 2 of this unique opportunity tohear from CenterSquare’s experts. Advisory Board members Joe Gyourko, Werner Sohier, and Managing Director of Private Real Estate Debt Michael Boxer return to join Senior Investment Strategist and Global Head of Sustainability UmaMoriarity and continue their conversation, this time turning to the residential sector. This episode focuses on the fundamentals of the residential sector across global markets, what’s driving the current opportunity for investors, and how it has evolved in recent years.
2025-09-1221 minFront & CenterEpisode # 62: Part 1 - A Global Real Estate Executive, An Economist, and A Private Real Estate Debt Investor Walk into a Recording StudioNo, this isn’t the start of punchline, it’s a unique opportunity to hear from a select group of experts from the CenterSquarecommunity. CenterSquare Advisory Board members Joe Gyourko, Werner Sohier, and CenterSquare’s Managing Director of Private Real Estate Debt Michael Boxer join Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share their viewpoints on the current global macroeconomic environment and its implications for real estate investors.
2025-09-1219 minFront & CenterEpisode #61: Summer Earnings Season: U.S. REIT UpdateOn this episode of Front & Center, REIT Portfolio Manager Patrick Wilson joins Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to give an update on where U.S. REITs stand following the close of another earnings season. In “Summer Earnings Season: U.S. REIT Update,” Patrick and Uma discuss the broader macroeconomic environment, how it’s impacting consumers and businesses, and the implications across real estate sectors.
2025-08-1518 minFront & CenterEpisode #60: Private Real Estate Debt: Adapting to an Uncertain Capital LandscapeOn this episode of the Front & Center podcast, Co-Headsof CenterSquare’s Private Real Estate Debt platform Michael Boxer and Richard Gorsky join host and Senior Investment Strategist Uma Moriarity to provide an update on the state of the real estate debt market. With uncertainty as the newnormal for investors, Michael and Rich discuss how the real estate debt market has started to settle into its own new normal in response. “Private Real Estate Debt: Adapting to an Uncertain Capital Landscape” examines the macroeconomic factors we believe will drive increased activity and strong supply and demand dynamics through the la...
2025-06-2619 minFront & CenterEpisode #59: Industrial Update: Finding the Balance between Supply and DemandOn this episode of CenterSquare’s Front & Center podcast, Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Equity Real Estate Jeff Reder join Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to examine the supply and demand fundamentals of the Industrial sector. They unpack the peaks and troughs of the last few years to identify where they continue to see opportunity as supply and demand in more traditional product types have shifted out of balance. In “Industrial Update: Finding the Balance between Supplyand Demand” Patrick shares his perspective on normalizing supply levels, while...
2025-06-2016 minFront & CenterEpisode #58: State of Residential Real Estate: Supply, Demand & Capital TrendsIn the latest episode of Front & Center, Senior Investment Strategist and Global Head of Sustainability Uma Moriarty is joined by Listed Securities Portfolio Manager Rob Goldstein and Senior Vice President, Private Equity Real Estate, Chris Picyk. Rob and Chris share their perspectives across public and private markets, providing a well-rounded look at the residential sector. “State of Residential Real Estate: Supply, Demand and Capital Trends” explores how supply and demand are shifting, what is driving investor sentiment, and how capital markets are influencing today’s opportunities. Rob and Chris discuss the fundamentals supporting rental housing and sha...
2025-05-1620 minNareit's REIT Report PodcastCenterSquare Sees REITs as Attractive in Current Economic EnvironmentPatrick Wilson, a portfolio manager for CenterSquare Investment Management’s real estate securities group, was a guest on the latest episode of the REIT Report podcast. He noted that REITs are currently in a “pretty enviable position,” which has translated into greater interest in increasing REIT allocations from CenterSquare’s existing investor base, as well as from prospective clients.“In a typical garden variety recession, which rhymes with higher unemployment, lower consumption spending, REITs tend to fare well given the long duration contractual leases that they have in place, the higher dividend income which is creating current income, an...
2025-05-1514 minFront & CenterEpisode #57: The Business Case for Sustainability in Commercial Real EstateThis week, Front & Center returns a few days early in honor of Earth Day. Special guest Deb Cloutier, Founder of RE Tech Advisors and Chief Sustainability Officer of Legence, joins host Uma Moriarity to share her expertise at the intersection of commercial real estate and sustainability. Deb and Uma discuss the importance of sustainability in real estate, not only from an ethical perspective, but also as a tool to mitigate risk and generate long-term value for stakeholders. “The Business Case for Sustainability in Commercial RealEstate” explores the strategic and financial rationale for sustainable practices in real estate whil...
2025-04-2223 minFront & CenterEpisode #56: Retail Rundown: Current Events and Favorable FundamentalsFront & Center returns for another episode, this time covering all things retail. Senior Investment Strategist and Global Head of Sustainability Uma Moriarity is joined by Listed Securities Portfolio Manager Eric Rothman and Managing Director of Private Equity Real Estate and Portfolio Manager for our Essential Service Retail (ESR) strategy Rob Holuba. Eric and Rob do a deep dive on the current state of the retail sector, including why CenterSquare focuses on unanchored neighborhood shopping centers, recent news in the ESR subsector, and where we see retail fundamentals headed.“Retail Rundown: Current Events and Favorable Fu...
2025-04-1124 minFront & CenterEpisode #55: Data Center Debrief: Strong Demand Despite Recent VolatilityOn this episode of Front & Center, Senior InvestmentStrategist and Global Head of Sustainability Uma Moriarity is joined by Portfolio Manager Patrick Wilson and Managing Director and Head of Strategic Capital, Chad Burkhardt. Patrick and Chad, both well-versed in the Data Center sector, share their perspectives on everything from the sector’s fundamentals to the latest developments in AI technology and how these factors continue to drive the market. “Data Center Debrief: Strong Demand Despite Recent Volatility” provides an overview of the data center sector, followed by an update on recent market conditions and what the te...
2025-03-2820 minFront & CenterEpisode #54: REIT Earnings Roundup: A Cloudy Crystal BallFront & Center returns, with Portfolio Manager RobGoldstein joining Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share collective insights on what they’re seeing during the current REIT earnings season. Their conversation spans the volatility affecting most sectors, with quick forays into residential, hotel, healthcare, senior housing, and retail. While none of these sectors is immune to the continuing uncertainty in the market, they view the strongest tailwinds in senior housing, with retail following as a close second. “REIT Earnings Roundup: A Cloudy Crystal Ball” reviews whatwe expect – and what we still do...
2025-03-1414 minFront & CenterEpisode #53: 2025 Private Real Estate Debt Outlook: Coming to Terms with the New RealityFront & Center returns for the final installment of our2025 Outlook Series, covering Private Real Estate Debt. Managing Directors Michael Boxer and Richard Gorsky join host Uma Moriarity to share their perspectives on the debt market, including their expectation that private real estate debt will play a pivotal role in 2025 as lenders and borrowers begin to come to terms with the “higher for longer” interest rate environment. As valuations continue inching toward more rational levels, private real estate debt presents an attractive risk/reward opportunity. “Coming to Terms with the New Reality” dives deeper into the market dynamics framing...
2025-02-2825 minFront & CenterEpisode #52: 2025 Private Equity Real Estate Outlook: Potential in Niche Property TypesFront & Center returns with the next installment of our2025 Market outlook Series, now turning to Private Equity Real Estate. Managing Directors and Heads of Private Equity Real Estate Jeff Reder and Rob Holuba join host Uma Moriarity to share their thoughts on where they see ideal entry points in niche property types across the industrial, multifamily, and retail sectors. “Potential in Niche Property Types” highlights whereCenterSquare’s conviction lies in private real estate markets in 2025 as the macroeconomic environment continue to shift.
2025-02-1426 minFront & CenterEpisode #51: 2025 Global REIT Outlook: Opportunity in International SectorsThe Front & Center podcast returns with the second installment of our Outlook Series, featuring Global Portfolio Managers Joachim Kehr and Matt Goulding, joining Uma Moriarity to share their perspectives on what 2025 will bring for the global REIT market. Uma, Joachim, and Matt discuss their broad expectations across global REITs, and dive deeper into specific areas where they see opportunity.“Opportunity in International Sectors” provides background on the factors we see impacting the REITs market in 2025 and shines light on the sectors across the globe we believe are poised to perform well this year.
2025-01-3125 minFront & CenterEpisode #50: 2025 Macro Outlook: Finding Rainbows in the RainstormFront & Center kicks off the year with an update on our expectations for the macroeconomic environment in 2025. CenterSquare’s CEO and CIO, Todd Briddell joins Senior Investment Strategist Uma Moriarity in the first installment of our 2025 Outlook Series to discuss their broad expectations for the market in 2025. This episode will be followed by in-depth analysis across Global REITs, Private Equity Real Estate, and Private Real Estate Debt.
“Finding Rainbows in the Rainstorm” highlights the areas in which we see potential opportunities amid continued uncertainty, and what we expect for the rest of 2025.
2025-01-2721 min
Commercial Real Estate Insights PodcastSignificant Transactions, Strategic Partnerships, and Gulf South Resilience in CREIn this episode, Steve Hamoen MMA presents an in-depth analysis of recent developments in the commercial real estate sector. The discussion begins with a significant transaction in Indianapolis and an overview of Wesley Place, highlighting strategic partnerships and financial benefits. The conversation delves into exit strategies, targeted investment strategies, and the role of off-market sales in CenterSquare's market expansion. Key transactions in Key West and Harbor View Business Park are examined, alongside trends in Calgary's retail property market with Captiva Partners. The episode also covers Hines' land acquisition in Texas and the Gulf South's economic resilience, cultural identity, tourism, and...
2025-01-2515 min
Commercial Real Estate Insights PodcastRetail Predictions, Industrial Trends, and Major Transactions in Commercial Real EstateIn this episode, Steve Hamoen MMA dives into the latest in commercial real estate. Topics include the impact of Innovative Industrial Properties and PharmaCann defaults, CoStar's retail market predictions for 2024, and Taconic Capital Advisors' strategies. Explore PwC's industrial trends, opportunities in ground leases, and Southeast Austin's office leasing. The episode also covers retail center sales in Elgin, Illinois, NYC's real estate rebound, CenterSquare's ventures, Scottish market forecasts, and the U.S. property insurance outlook post-2024 hurricanes. Major transactions in Denver, Phoenix, Atlanta, and Jacksonville's projects and legal challenges are discussed.
(0:00) Introduction by Steve Hamoen MMA
(0:20) Innovative Industrial Properties and PharmaCann...
2024-12-202h 13
Commercial Real Estate Insights PodcastStock Plunge, Retail Growth, and Major Transactions in Commercial Real EstateIn this episode, Steve Hamoen MMA dives into commercial real estate topics. Key discussions include Innovative Industrial Properties' stock decline, Sun Belt retail growth, Taconic Capital's real estate insights, and PwC's industrial trends. Explore ground leases, Southeast Austin office leasing, and Midwest and NYC markets. Discover CenterSquare's ventures, the Scottish property market, and US property insurance trends. Highlights include Menlo Equities' Atlanta acquisition, Australia's sector recovery, and major deals in Denver and Phoenix. The episode also covers cannabis sector disruptions, Addison warehouse leasing, and various legal and financial industry developments.
(0:00) Welcome and introduction
(0:22) Innovative Industrial Properties' stock plunge and Sun...
2024-12-202h 12Front & CenterEpisode #49: Global REITs in 2024: Key Trends in Policy, Politics, and PerformanceOn this episode Uma Moriarity hosts Global PMs Joachim Kehr and Matthew Goulding, along with U.S. PM Patrick Wilson to talk about the Global REITs landscape. They provide their perspectives on how various macroeconomic factors, including monetary policy and uncertainty in the political and regulatory environments, have impacted the market through 2024.“Global REITs in 2024: Key Trends in Policy, Politics, and Performance” recaps the Global REIT market in 2024 and provides insight into specific sectors that positively and negatively impacted the market this year.
2024-12-0634 minFront & CenterEpisode #48: Navigating Volatility in Real Estate Debt MarketsOn this episode of Front & Center, Managing Directors of Private Debt Michael Boxer and Rich Gorsky join Uma Moriarity to give an update on the debt market. Michael and Rich discuss their expectations across the yield curve, and the impact of monetary policy and other macroeconomic factors.
“Navigating Volatility in Real Estate Debt Markets” explains the current state of real estate debt, and highlights opportunities to take advantage of a shifting market.
2024-11-2226 minFront & CenterSpecial Episode #47:Election Aftermath and Expectations for the REIT MarketCenterSquare’s Front & Center Podcast is back with a special episode featuring Portfolio Manager Alex Snyder and host Uma Moriarity talking through the aftermath of the election and how the results may impact the REIT market. In addition to the short-term rally in some asset classes, Uma and Alex cover potential longer-term impacts across real estate sectors stemming from the major campaign issues, such as immigration, trade policy, tax policy, and others.This special episode, “Election Aftermath and Expectationsfor the REIT Market” gives initial insights into how the REIT market may react to what could...
2024-11-1410 min
The ForgecastProactive Network Threat Detection with Ricardo Villadiego, CEO and Founder of Lumu | The ForgecastThere’s unlimited potential to create innovative software with just a laptop, an internet connection, and your mind.
It’s a motto that Ricardo Villadiego lives by and has driven him to solve complex technology problems and start two companies: Easy Solutions in 2009 (acquired by Centersquare- formerly Cyxtera- in 2016) and Lumu in 2019. Today, Lumu is a market leader in Network Detection and Response, helping over 2,500 businesses of all sizes continuously measure their state of compromise to stay ahead of threats in real time.
In this episode, Forgepoint Capital Managing Director Leo Casusol speaks with Ricardo about h...
2024-11-1344 minFront & CenterEpisode #46: REITs Earnings: Strong Fundamentals and Few SurprisesFront & Center podcast episode 46 features CenterSquare Portfolio Manager Rob Goldstein, joining host Uma Moriarity to talk REITs earnings. With mostly good news in line with our expectations, Rob and Uma discuss the lower interest rate environment, improved fundamentals in the office sector, and continued strong fundamentals across retail, lodging, and data centers.
“REITs Earnings: Strong Fundamentals and Few Surprises” provides a detailed analysis across sectors in the REITS market, and how earnings stacked up against our expectations this quarter.
2024-11-0813 minFront & CenterEpisode #45: Industrial Sector: Current State and the Rise of Shallow BayOn episode 45 of the Front & Center podcast, CenterSquare’s Robert Wasenius, Senior Vice President, Private Equity Real Estate and Uma Moriarity continue the conversation about the industrial sector, this time joined by John Huguenard, Senior Managing Director and Co-head of Industrial at JLL Capital Markets, who discusses the current state of the industrial sector and provides his outlook going forward.
“Industrial Sector: Current State and the Rise of Shallow Bay” covers the state of the industrial sector over the last three to five years, what to look for going into 2025, and the rise of shallo...
2024-10-2518 minFront & CenterEpisode #44: Opportunity in Office REITsOn this episode of Front & Center, CenterSquare Portfolio Manager Alex Snyder joins Uma Moriarity to discuss the state of the office sector. Uma and Alex frame their discussion starting with the state of the office sector in the pre-pandemic, lower interest rate environment, then dive into how it has evolved in the years since, providing valuable insights along the way.“Opportunity in Office REITs” illuminates the ways REITshave taken advantage of the market dislocation to find opportunities and create value for investors.
2024-10-1112 minFront & CenterEpisode #43: Less is More: Small Bay IndustrialSmall bay industrial is the topic for discussion on Front & Center #podcast Episode 43. CenterSquare’s Rob Wasenius, Senior Vice President, Private Real Estate and CoStar Group’s Adrian Ponsen, National Director, U.S. Industrial Market Analysis, join Uma Moriarity to define small bay industrial and dive into the data that informs our conviction in the property type.“Less is More: Small Bay Industrial” highlights the manyadvantages of small bay over larger industrial property types, including the supply side dynamics, vacancy rate, tenant mix, and rent growth, among others.
2024-09-2716 minFront & CenterEpisode #42: On the Ground Insights and Sector HighlightsHost Uma Moriarity is joined by Alex Snyder, Portfolio Manager, Real Estate Securities, on the heels of attending two industry conferences over the last week, to discuss fundamentals across various real estate sectors. Uma frames the discussion against the backdrop of what we heard at the conferences, how what we’re hearing compares to CenterSquare’s outlook, and sectors that give us confidence and those we feel more cautious pursuing.
2024-09-1317 minFront & CenterEpisode #41: Exploring Countercyclical Fundamentals in REITsPatrick Wilson, Portfolio Manager, Real Estate Securities, joins Uma Moriarity on this month’s episode of Front & Center to talk about the recent bout of market turmoil, earnings season, and what it all means for REITs. Their discussion begins with a look into the macroeconomic factors contributing to the market volatility this week and why this has proven positive for REITs. They then cover changes to discretionary spending, why that’s not necessarily bad news for REITs, and which sectors show strong fundamentals amidst continuing market uncertainty. “Exploring Countercyclical Fundamentals in REITS” provides big picture commentary as well as...
2024-08-0912 minFront & CenterEpisode #40: Balancing Growth and Sustainability: Singapore's Data Center MarketIn this episode of Front & Center, Uma Moriarity welcomes back Portfolio & Regional Manager Joachim Kehr to explore the Singapore data center market. As a global financial and telecommunications hub, Singapore faces the challenge of balancing economic benefits with the resource requirements of its booming data center industry. "Balancing Growth and Sustainability: Singapore's Data Center Market" delves into the government’s roadmap to promote more efficient data center development and incentivize existing data centers to operate more sustainably.
2024-07-0218 minFront & CenterEpisode #39: Examining Residential Real Estate TodayIn this episode of Front & Center, Uma Moriarity is joined by Managing Director Jeff Reder and Senior Vice President Chris Picyk from CenterSquare’s Private Real Estate team to discuss the current state of the residential market. “Examining Residential Real Estate Today” delves into signals from the public and private markets, including transaction volumes, pricing, cap rates, and future opportunities within the market, exploring how these factors are shaping the landscape of residential investments.
2024-06-0612 minFront & CenterEpisode #38: Traversing Global REIT Markets: Earnings, Interest Rates, and Regional DynamicsIn this installment of Front & Center, Uma Moriarity is joined by portfolio managers Rob Goldstein, Matthew Goulding, and Joachim Kehr to discuss the latest updates on the Global REIT market. “Traversing Global REIT Markets: Earnings, Interest Rates, and Regional Dynamics” covers key topics, including the state of the consumer, the impact of interest rates on valuations, and the potential impact of central bank policies on the global real estate market.
2024-05-2126 minFront & CenterEpisode #37: Aligned for Success: Exploring Data Center DynamicsIn our latest episode of Front & Center, Uma Moriarity is joined by senior leadership from Aligned Data Centers, a company that specializes in data center solutions designed to meet the evolving needs of businesses in the digital age. Featuring Chief Executive Officer and Board Member Andrew Schaap alongside Chief Financial Officer Anubhav Raj and Managing Director for CenterSquare’s Strategic Capital platform, Chad Burkhardt, this week’s conversation explores the company’s origins and innovative strategies that have positioned Aligned as an industry leader within the ever-evolving data center space. “Aligned for Success: Exploring Data Center Dynamics” discusses the current ri...
2024-05-0230 minFront & CenterEpisode #36: Assessing Economic Indicators: REITs, Inflation, and Interest RatesThis week on Front & Center, Uma Moriarity welcomes back Portfolio Manager Alex Snyder to discuss the impact of inflation on interest rates and the REIT market. Uma and Alex discuss the recent increase in the 10-year treasury yield and its effect on cap rates across various sectors. They then delve into inflation data, highlighting the discrepancy between reported inflation and real-time shelter inflation. The conversation then shifts to the state of the consumer and the strength of the job market. “Assessing Economic Indicators: REITs, Inflation, and Interest Rates” explores how these economic factors are shaping investment strategies and offers valu...
2024-04-1812 minFront & CenterEpisode #35: Sustainability Shift: Navigating Real Estate's Regulatory LandscapeThis week on Front & Center Uma Moriarity welcomes Brad Molotsky, a partner at Duane Morris LLP specializing in real estate law, to examine the evolving role of sustainability regulations in the real estate industry and its potential implications for investors. The conversation covers topics such as transition risk, green building requirements, and sustainability reporting and highlights the varying levels of awareness and adoption of sustainability practices among real estate investors and operators. Uma and Brad then discuss the impact of these regulatory updates on real estate transactions and the growing consideration of climate-related risks by buyers and investors. “Sustainability Sh...
2024-04-0539 minFront & CenterEpisode #34: Exploring Q1 REIT Trends and Investment ImplicationsIn this episode, Uma Moriarity is joined by Portfolio Manager Patrick Wilson to examine the REIT market throughout the first quarter of 2024. With earnings season fresh in mind, Uma and Patrick dissect the trends observed in REIT performance and explore the implications for investors heading into Q2. “Exploring Q1 REIT Trends and Investment Implications” reflects upon key takeaways from a variety of recent industry events and discusses fundamental changes within the REIT ecosystem. The conversation closes by delving into the impact of recent capital market activities, shedding light on how REITs are leveraging their robust balance sheets and access to c...
2024-03-2015 minFront & CenterEpisode #33: Macro Markers: Trends & TrajectoriesThis week on Front & Center, Uma Moriarity welcomes special guest Joe Gyourko, Director of the Zell/Lurie Real Estate Center at the University of Pennsylvania’s Wharton School of Business for a thought-provoking conversation on the current state of the economy and its future trajectory. “Macro Markers: Trends & Trajectories” delves into the nuances of labor market strength, geopolitical risks, and the impact of rising interest rates. The episode concludes by exploring the housing market and its implications for rental residential real estate.
2024-03-0619 minFront & CenterEpisode #32: Insights into Tomorrow's Healthcare SpacesThis 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 demand, shaping the healthcare sector’s trajectory over the next two decades. Jonathan then provides a look into the dynamics of key sub-sectors, highlighting regulatory nuances impacting both operators and investors alike and exploring the market forces at play. From senio...
2024-02-2122 minFront & CenterEpisode #31: 2024 Outlook Series: Navigating Opportunities Through Capital CyclesAs 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 to burgeoning demand for data centers, “Navigating Opportunities Through Capital Cycles” dissects this unique strategy which bridges the gaps within traditional real estate investment approaches.
2024-02-1220 minFront & CenterEpisode #30: 2024 Outlook Series: Investing with Insight in the Private MarketsIn 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 is also explored, with a focus on the availability and cost of debt. “Investing with Insight in the Private Markets” delves into the bid-ask spread and price discovery, as well as the opportunities in t...
2024-02-0129 min
Commercial Property ExecutiveSustainability Street: The Rapidly Rising Role of ESGFor CRE investors, an understanding of environmental, social and governance considerations has quickly gone from a nice-to-have to a must-have, according to Uma Moriarity, global ESG lead for CenterSquare Investment Management. And that will only intensify given mounting regulation and the increasing frequency of extreme weather events.
Welcome back to Sustainability Street, our podcast on the intersection of commercial real estate and the world we live in. In my latest episode, Moriarity and I discuss the drivers that make having an ESG strategy compulsory rather than voluntary, and how her firm tracks and manages these factors in...
2024-01-2624 min
Rosemont Roundtable: Exploring the Business of Investment ManagementCenterSquare’s Todd Briddell on Building a Successful Specialist FirmIn this episode of the Global Investment Leaders podcast, Rosemont’s Brad Mook sits down with Todd Briddell, chief executive officer and chief investment officer of CenterSquare Investment Management. CenterSquare is an employee-owned global real estate investment firm founded in 1987, managing over $14 billion in equity capital. The firm operates domestically and globally and offers a range of solutions for institutional investors. During the conversation, Briddell sheds light on CenterSquare's evolution and how they navigated functional and ownership succession through a sale of the firm, a management buyout and rebranding. Specifically, Briddell and...
2024-01-2554 minFront & CenterEpisode #29: 2024 Outlook Series: Strategies for Success in an Evolving Debt LandscapeThis 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 the market. “Strategies for Success in an Evolving Debt Landscape” goes on to address the wall of maturities approaching in 2024, and sheds light upon the potential outcomes for lenders in the coming year. The group then examines the role of alternative debt providers with...
2024-01-2428 minFront & CenterEpisode #28: 2024 Outlook Series: Global Perspectives on Listed REITsThis 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. “Global Perspectives on Listed REITs” delves into sector-specific expectations around the world and offers a comprehensive overview of global REITs, highlighting key trends and opportunities for navigating the global real estate landscape in 2024.
2024-01-1725 minFront & CenterEpisode #27: 2024 Outlook Series: Setting the StageIn 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 government policies on the real estate investment landscape.
This first episode of our 2024 outlook series titled “Setting the Stage,” explores the impact of interest rates upon pricing, highlighting challenges and opportunities within the real e...
2024-01-1024 minFront & CenterEpisode #26: 2023 Year in ReviewIn 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, we offer a glimpse into what to expect in the upcoming year, with Front & Center returning in January for our 2024 outlook series featuring a variety of firm thought leaders. Happy holidays to our listeners, and we l...
2023-12-1313 minFront & CenterEpisode #25: Navigating the REOC UniverseIn 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" offers valuable insights into capital movements, shedding light on sidelined capital, and influencing factors in institutional investors' allocations.
2023-12-0814 min
Behind the Markets PodcastBehind the Markets Podcast: Uma MoriartyShow from 12/08/23
Hosts Jeremy Schwartz and Professor Siegel begin today's show by covering all the data coming in from the last two weeks. The Prof states that the data is relatively weak, but not recession weak. There is no inflationary pressure that indicates further inflation. (9:21) Jeremy is then joined by Uma to discuss her view on the interest rate impact on the real estate market. She talks about the modern economy and how it relates to real estate and CenterSquare. Chris and Jeremy ask Uma about rental rates on data centers spaces, REITS and e-commerce logistic cycles. Uma talks about...
2023-12-0853 minFront & CenterEpisode #24: European REITs and Real Estate TrendsThis 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” provides a comprehensive look into European REIT fundamentals, offering key takeaways from recent earnings releases and exploring performance across various sectors. The conversation concludes with an analysis of valuations, deciphering significant discounts between public and private markets and shed...
2023-11-2812 min
US Markets WrapUS Markets Wrap: Is there a rainbow at the end of the horizon for retailers in 2024?Uma Moriarty, Senior Investment Strategist, CenterSquare Investment Management weighs in on what's driving optimism in the markets currently, the retail landscape coming on the back of inflationary pressures, what jobless claim numbers are pointing to, as well as her sentiments on REITS right now. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg) See omnystudio.com/listener for privacy information.
2023-11-2309 minFront & CenterEpisode #23: REIT Earnings RecapThis 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 general capital strength of REITs, focusing on leverage levels and potential opportunities arising within the current real estate cycle. “REIT Earnings Recap” highlights key takeaways and thematics across the broader real estate landscape, providing valuable insights for listeners as REITs...
2023-11-1711 minFront & CenterEpisode #22: APAC Earnings Season TakeawaysThis 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 private market valuations across the region and offers a detailed snapshot of today’s APAC real estate landscape, encompassing the industrial, retail, residential, and office sectors and providing expectations through the end of the year.
2023-11-0915 min
Where We Buy: Retail Real Estate with James CookThe Case for Investing in Essential Service Retail CentersRob Holuba with CenterSquare Investment Management, explains the investment strategy around Essential Service Retail (ESR) shopping centers. Rob shares how CenterSquare embraced the ESR strategy, buying unanchored centers, strategically located in suburban submarkets with high visibility, offering a diverse mix of small shop spaces tailored to the community's needs. James Cook is the director of retail research in the Americas for JLL. Subscribe: Apple Podcasts | Spotify | Google Podcasts Listen: WhereWeBuy.show Alexa: Say "Enable the Where We Buy skill" Email: jamesd.cook@jll.com Watch our video show, Everything We K...
2023-11-0323 minFront & CenterEpisode #21: Resetting the Real Estate Debt LandscapeThis 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 lead to a real estate repricing. “Resetting the Real Estate Debt Landscape” examines the “wall of maturities” approaching in 2024, exploring the challenges currently faced by real estate owners and strategies employed to navigate reset valuations...
2023-11-0114 min
US Markets WrapUS Markets Wrap: Is the inflation genie back in the bottle?Scott Crowe, President & Chief Investment Strategist at CenterSquare Investment Management shares his insights on how the Fed will read into the market indicators in the upcoming FOMC meetings, slowdown in home sales, as well as opportunities in real estate and data centres. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)See omnystudio.com/listener for privacy information.
2023-10-3009 minFront & CenterEpisode #20: REIT Earnings PreviewAs 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 landscape and delivering incisive projections, “REIT Earnings Preview” touches on supply and demand dynamics across property types given economic conditions and explores the impact of rising interest rates on REIT valuations as we head into earnings season.
2023-10-2513 minFront & CenterEpisode #19: Space Matters: Redefining “Success” Within the Office SectorThis 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 Sector" analyzes the evolving definition of “quality” office space, examining how the pandemic has accentuated the desire for elements such as natural light, ventilation, and collaborative workspaces. The group goes on to discuss geographic and cultural disparities between cities like San Franci...
2023-10-2012 minFront & CenterEpisode #18: Understanding the Flavors of Industrial Real EstateIn 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 storage and service industrial properties. “Understanding the Flavors of Industrial Real Estate” evaluates the drivers that have created an increased appetite for these specialized assets, highlighting the challenges and opportunities presented by these unique spaces, and provides a market outlook in t...
2023-10-1117 minFront & CenterEpisode #17: Transatlantic Trends: Exploring European Real EstateThis 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 public and private real estate markets, and secular trends unfolding across sectors like senior housing, healthcare, and office across the different regions.
2023-10-0415 minFront & CenterEpisode #16: Charting the Course: Central Banks, Cap Rates, and Real Estate OutlookFollowing 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 addressing expectations for a recession given forward looking indicators tracking the strength of the consumer.
2023-09-2814 minFront & CenterEpisode #15: The Power and Potential of Data CentersIn 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 demand for modern facilities, while examining how data center REITs are adapting to meet the evolving needs of this dynamic real estate opportunity.
2023-09-2115 minFront & CenterEpisode #14: Transpacific Realities: Navigating Asia-Pacific Real EstateIn 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 frameworks, looking closely at recent developments in the Chinese property market and examining the global impact of the Bank of Japan's monetary policy.
2023-09-1414 minFront & CenterEpisode #13: Redefining Residential Real Estate: The Build-to-Rent RevolutionIn 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 demographics, supply and demand drivers, and the evolving lifestyle preferences of Millennials are reshaping the housing market, propelling BTR to stand out in residential real estate.
2023-09-0615 minFront & CenterEpisode #12: Strategic Capital: Investing in the “White Space”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 CenterSquare’s dual public/private research platform to capitalize on long-term market trends.
2023-08-3015 minFront & CenterEpisode #11: Value-Add in Niche SectorsIn 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, and what we can expect for the strategy as we move through the latest real estate cycle.
2023-08-2313 min
US Markets WrapUS Markets Wrap: What's weighing on consumer strength?Uma Moriarity, Senior Investment Strategist & Global ESG Lead at CenterSquare Investment Management shares her insights on how Treasury yields are moving, consumer recovery, as well as whether there is still upside on the AI run. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)See omnystudio.com/listener for privacy information.
2023-08-2310 minFront & CenterEpisode #10: Generational Shifts and Real Estate DynamicsIn 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 driving demand across the real estate landscape, particularly in the housing, life science, and retail sectors, which are evolving to cater to needs of both generations in real-time.
2023-08-1611 minFront & CenterEpisode #9: REIT Earnings RecapFresh 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 an extended path to stability, and analyzes cap rates for the broader real estate asset class, all in the context of recent earnings reports and macroeconomic forecasts.
2023-08-0415 minFront & CenterEpisode #8: Decoding the Data: Economic Updates and the Real Estate CycleIn 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 history repeating itself as we consider a hard or soft landing in the coming months.
2023-08-0214 minFront & CenterEpisode #7: Sustainability's Role in Real Estate ValueIn the most recent episode of Front & Center, Co-Hosts Scott Crowe and Uma Moriarity delve into how sustainability considerations are considered in assessing commercial real estate investment opportunities. "Sustainability's Role in Real Estate Value" sheds light on the various environmental, social and governance factors that influence the long-term value of the properties in which we invest. Additionally, our co-hosts explore how sustainability contributes to risk mitigation and value creation across both the public and private real estate markets.
2023-07-2616 minFront & CenterEpisode #6: REIT Earnings Read-Through Into Real EstateOn the cusp of REIT earnings season, Front & Center Co-Hosts Scott Crowe and Uma Moriarity chat with Real Estate Securities Portfolio Manager Alex Snyder about what the listed real estate market can tell us about the remainder of 2023 for the entire asset class. “REIT Earnings Read-Through Into Real Estate” discusses what a pending “normalization” for commercial real estate might resemble. From Office to Senior Housing to Residential, the team runs the gamut on expectations for what we can expect from both core and alternative real estate sectors.
2023-07-1915 minFront & CenterEpisode #5: Essential Service Retail, Uncovering Hidden ValueOur latest episode of Front & Center features Managing Director Robert Holuba who chats with host Uma Moriarity about CenterSquare’s conviction in the emerging sector of retail we call Essential Service Retail (ESR). “Essential Service Retail, Uncovering Hidden Value” discusses a perfect storm of market forces that have created an attractive investment opportunity for ESR properties as well as the drivers that are pushing the sector rapidly towards institutionalization.
2023-07-1011 minFront & CenterEpisode #4: Real Estate Debt, Why Now?In our latest episode of Front & Center, our host Uma Moriarity invites CenterSquare Managing Director Michael Boxer to discuss why current market conditions present an opportune time for private real estate debt. “Real Estate Debt, Why Now?” delves into how the current lending environment has impacted the historical capital stack, creating opportunity for mezzanine debt providers as traditional lenders grapple with elevated market volatility and lack of real estate price discovery. The two also touch on standout property sectors and future tailwinds that investors should keep in mind when considering an allocation to real estate debt.
2023-06-2716 minFront & CenterEpisode #3: Fed Policy, Interest Rates, and Real EstateFresh on the heels of our last episode on Artificial Intelligence, Scott Crowe and Uma Moriarity react to the Federal Reserve’s recent decision to leave interest rates unchanged for the time being. In this episode, our co-hosts discuss what might be in store in terms of future rate changes, how Fed action will impact the public and private markets differently, and the effect on the multifamily and industrial sectors.
2023-06-2016 minFront & CenterEpisode #2: What Does 'AI' Mean for Commercial Real Estate?In this episode, Scott Crowe and Uma Moriarity offer their thoughts on the chatter from last week’s Nareit conference in NY, focusing on a topic that was (surprisingly) less discussed – Artificial Intelligence and its impact on real estate. Tune in to hear how AI is poised to impact the built environment in a number of obvious and subtle ways.
2023-06-1415 minNareit's REIT Report PodcastEpisode 362: REITs Likely to Outperform Equities and Private Real Estate Once Fed Rate Hike Cycle Ends Uma Moriarity, senior investment strategist at CenterSquare Investment Management, was a guest on the latest episode of Nareit’s REIT Report podcast.Moriarity spoke about how REITs are faring in the current interest rate climate, how their valuations compare to private real estate, REITs and their position in the capital markets, property sectors that CenterSquare is bullish on, and more.A pause in interest rate hikes is generally expected to occur at the next Federal Reserve meeting, Moriarity said. While some are expecting a subsequent rate hike in July, “it’s fair t...
2023-06-1209 minBehind the Markets PodcastBehind the Markets Podcast: Eric RothmanShow from 6/2/23
Jeremy, Chris, and Eric dive into the current real estate market. Eric discusses how his firm is moving into the single family home rental market. He talks about the stall in the office rental market as people continue to work from home. They get into detail on retail real estate, the death of regional malls, and the rise of open-air stores. Chris asks about private real estate and what investors should be concerned about moving into the future. Eric talks in depth about the growth of tech real estate, the growing need for data center space, and the...
2023-06-0152 minFront & CenterEpisode #1: Setting the StageOur first episode features a conversation between CenterSquare co-hosts Scott Crowe, President & Chief Investment Strategist, and Uma Moriarity, Senior Investment Strategist, who share our broad vision for Front & Center and then set the stage for future episodes, offering insight into today’s real estate pricing and tomorrow’s investment opportunities across the public and private markets.
2023-05-1214 min
Worldwide ExchangeWalmart and Home Depot Lead the Retail Earnings Week Ahead 8/16/22The big retailers take center stage this week, with Walmart and Home Depot out before the opening bell today. R5 CEO Scott Mushkin dives into what to expect. Plus, the U.S. Housing Index is down for its eighth straight month as homebuilder confidence continues to decline. CenterSquare Asset Management’s Uma Moriarty breaks down why. And, stocks look to continue their rally, with all three indices finishing higher by about half a percent yesterday. Pitcairn CIO Rick Pitcairn and Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus preview the trading day ahead.
2022-08-1644 minBehind the Markets PodcastBehind The Markets Podcast: Scott CroweShow from 4/29/22
Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores.
Guest:
Scott Crowe - Chief Investment Officer at CenterSquare Investment management
For more on CenterSquare visit their website: https://www.centersquare.com/home
For the latest, follow CenterSquare on Twitter: @CtrSquare
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2022-04-2953 min
Behind the Markets PodcastBehind the Markets Podcast: Scott CroweShow from 4/29/22Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores.Guest:Scott Crowe - Chief Investment Officer at CenterSquare Investment management For more on CenterSquare visit their website: https://www...
2022-04-2952 minNareit's REIT Report PodcastEpisode 311: SEC Climate Change Disclosure Proposals Seen as First Step in Finding the Right Regulatory Balance Proposed Securities and Exchange Commission (SEC) rules to enhance and standardize climate-related disclosures for investors are just the first step in terms of finding the right balance of what's required from a regulatory perspective, said Uma Pattarkine, a senior investment strategy analyst and global ESG lead for CenterSquare Investment Management.Pattarkine told the REIT Report that the SEC proposals were “a lot more robust than I had originally anticipated,” given the level of initial disclosure, and require REITs to be able to get a lot of that data at the property level.Ma...
2022-03-3109 min
Following the Gong, a Podcast of the Schreyer Honors College at Penn StateFTG 0008 - ESG Considerations in Finance with Real Estate Investor Uma Pattarkine '14Guest Bio:
Uma Pattarkine ’14, ’14g Bus is the Global ESG Lead & Investment Strategy Senior Analyst at CenterSquare, where she leads their Environmental, Social, and Governance (ESG) strategy to incorporate ESG into investment decision-making and management of listed and direct investments. Their research demonstrates embedding ESG considerations into their investment process provides opportunities to create value, reduce risk, and generate superior investment returns. Uma graduated from Penn State with Interdisciplinary Honors and High Distinction, earning a BS in Finance with a minor in International Business, a BS in Accounting, and a Master of Accountancy in 2014, all from the Penn...
2021-10-191h 00
The Drill DownEp. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMCThe business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Management discusses why real estate play EPR Properties (EPR) should benefit from the experience economy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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2021-06-3039 min
Market BanterThe Refrigeration Trade: What the Vaccine Means for Cold Storage InvestmentsScott Crowe, Chief Investment Strategist at CenterSquare Investment Management, joined to discuss how online grocery trends, an increasingly affluent society, and an eventual vaccine impact real estate investments tied to Cold Storage warehouses.
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2020-11-1200 min
Nareit's REIT Report PodcastREIT Industry’s Footprint in Non-Traditional Asset Classes Seen as Post-Crisis Advantage The REIT industry’s “heavy footprint” in non-traditional asset classes gives it a clear advantage as the world adapts to new ways of living in response to the coronavirus crisis, said Scott Crowe, Chief Investment Strategist at CenterSquare Investment Management.Speaking April 30 on the Nareit REIT Report podcast, Crowe said the crisis “ushers in a whole new paradigm of what real estate really is,” especially the idea of core versus non-core real estate. “The reality is that the way we live our lives is going to evolve significantly,” he noted.One of the advantages that the REIT industry...
2020-05-0110 min
Nareit's REIT Report PodcastREITs Offer Hedge Against Elevated Tech Stock Valuations, Strategist Says Scott Crowe, chief investment strategist at CenterSquare Investment Management, was a guest on the latest edition of Nareit’s REIT Report podcast.CenterSquare recently published a report, “The REIT vs. FAANG Valuation Showdown.” It notes that the current valuation of FAANG (Facebook, Apple, Amazon, Netflix, and Alphabet’s Google) stocks roughly equate to $3 trillion of total equity value, versus $5.8 trillion for the entire U.S. institutional real estate market.“Essentially the choice that the market is giving investors today is, would you rather own the five most popular tech stocks in America, or half of all the commer...
2018-08-1610 min
Nareit's REIT Report PodcastESG Focus Enhances REIT Performance, Investment Strategist Says Scott Crowe, chief investment strategist at CenterSquare Investment Management, spoke about environmental, social and governance (ESG) trends within the REIT sector, and how CenterSquare’s own analysis of ESG matters has changed during the past two decades.
2018-03-2909 min
Source of InnovationCenterSquare App -CenterSquare App… Your Deals and Promotions Connection https://www.centersquareapp.com
Anytime…anywhere…on the couch or on the go…get the latest deals, promotions, events and information to fit your CenterSquare lifestyle...it’s FREE!
Discover the best businesses a city has to offer.Find the latest deals, promotions, coupons, events, culture and more for 24+ categories of business. Browse the businesses that your friends love…places to eat, drink, shop, or visit in any city in the world…at a discount.
2017-10-2000 min
Nareit's REIT Report PodcastBrexit Vote Affecting Property Markets in England and Europe CenterSquare’s Scott Crowe says real estate business is “on hold” as the markets await the results of the vote in the U.K.
2016-06-1612 min
Nareit's REIT Report PodcastMore Institutional Investors Turning to REITs CenterSquare Investment Management CEO and CIO Todd Briddell says major investors increasingly use REITs as part of their real estate allocations.
2016-03-1707 min