Shows
The Real Estate Market Watch - current events through a real estate lens.Real Estate's Banquet of ConsequencesMy guest today is David Lynn, PhD — CEO of Unity Investment Management, a private-equity real-estate firm with nearly $1 billion AUM across 74 medical outpatient buildings nationwide. A London School of Economics PhD and MIT MBA, David cuts through macro confusion with a steady, data-driven view of where capital and demographics are really pulling the market. Driving Thesis: America's aging population and the rise of personalized medicine, longevity science, and AI diagnostics are reshaping health-care real estate. Telehealth doesn't kill in-person visits — it creates more of them. And as construction costs rise and MOB supply stays tight, low-beta sect...
2025-10-1559 min