Navigating Supply, Rates, and Opportunities in Real Estate
We break down competitive advantages in private real estate and how macro dynamics — from tariffs to AI infrastructure — are reshaping the investment landscape for sophisticated allocators.
25 Feb 2026
Real Estate Foundations
From multifamily to industrial to office obsolescence, we walk through how to evaluate U.S. real estate opportunities — including underwriting metrics, capital stack mechanics, and emerging macro trends.
3 Feb 2026
Finding Opportunity Amid Imbalance: 2026 Market Outlook
Entering 2026, markets appear imbalanced, with equity returns becoming increasingly concentrated, while fixed income offers asymmetric outcomes with limited downside protection. Opportunity still exists, just not where it's most crowded. In 30 minutes, we cut through the noise and focus on what's working, what's changing, and where to position client portfolios now.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
13 ratings
Spotify
5.0 / 5
2 ratings
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