On 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.
On 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 latter half of the year into 2026.
On 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 Jeff identifies the niche industrial property types in private real estate that continue to experience strong demand amid the ever-present macroeconomic uncertainty.
In 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 share why they are optimistic about rent growth and investment activity in the year ahead.
This 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 while providing context about the current capital market and regulatory environment. Deb shares her insights working with commercial real estate owners and investors over her 30+ years of experience to demonstrate the tangible impact of sustainability on the real estate sector.
Front & 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 Fundamentals” covers the strong fundamentals that demonstrate that brick and mortar retail isn’t dead. Eric and Rob share their thoughts based on their respective public and private markets expertise, creating a wide-angle lens to view the sector.
On 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 team expects to see in the near term.
Front & 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 don’t know – as we look at REITs in the first quarter of 2025 and beyond.
Front & 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 thisopportunity.
Front & 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.
The 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.
Front & 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.
On 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.
On 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.
CenterSquare’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 Expectations for the REIT Market” gives initial insights into how the REIT market may react to what could amount to dramatic changes to the political and macroeconomic environment.
Front & 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.
On 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 shallow bay industrial as an attractive entry point.
On 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 REITs have taken advantage of the market dislocation to find opportunities and create value for investors.
Small 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 many advantages of small bay over larger industrial property types, including the supply side dynamics, vacancy rate, tenant mix, and rent growth, among others.
Host 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.
