LaSalle Investment Management House Views
LaSalle Investment Management
Claim This Podcastby LaSalle Investment Management
5.0(2 reviews)
65 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
41
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality39
Social0
YouTube76
Engagement32
Podcast Overview
LaSalle Investment Management House Views
Language
🇺🇲
Publishing Since
9/30/2019
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41
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality39
Social0
YouTube76
Engagement32
7
Excellent Areas
2
Good Performance
10
Growth Opportunities
excellent
Episode Length
4 minutes
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good
Show Notes Quality
3.0/5
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poor
Publishing Consistency
Every 32 days
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Recent Episodes
April 1, 2026
Iran conflict
<p>In our March 6th ISA Quick Take, <a href="https://www.lasalle.com/research-and-insights/isa-quick-take-real-estate-implications-of-conflict-in-the-middle-east/" target="_blank" rel="noreferrer noopener">“Real estate implications of conflict in the Middle East”</a>, we argued that the impact of the war in the Middle East would depend on its duration, and in particular, how long the Strait of Hormuz remains blocked. We foresaw “a wide cone of potential outcomes” as analysts predicted timelines for the end of fighting ranging from a week to several months.1 </p><p>Looking back at almost four weeks of hostilities, <strong>events have </strong><strong>so far</strong><strong> unfolded in the downside portion of that cone</strong>. </p><p>A conversation between<a href="https://www.lasalle.com/people/david-white/" target="_blank" rel="noopener noreferer"> David White</a>, <a href="https://www.lasalle.com/people/craig-oram/" target="_blank" rel="noopener noreferer">Craig Oram</a> and <a href="https://www.lasalle.com/people/dominic-j-silman/" target="_blank" rel="noopener noreferer">Dominic Silman</a></p><p><br></p><p>Read more at: https://www.lasalle.com/research-and-insights/isa-quick-take-the-iran-war-four-weeks-on/</p>
June 3, 2025
ISA Briefing: The emergence of land-driven logistics real estate
This episode explores the rise of Industrial Outdoor Storage (IOS) logistics real estate, explaining its key aspects and potential benefits for investors.
April 16, 2025
ISA Briefing: Working backwards: Dealing with unprecedented policy uncertainty
<p>A reader waking up from a quarter-long slumber on April 1, 2025 would be forgiven for confusing the headlines for an April Fools’ Day prank. They would scan the news and see stories about:</p><p>• large tariffs alternately announced, rescinded, delayed and reintroduced at a breakneck pace (see <a href="https://www.lasalle.com/wp-content/uploads/2025/03/LaSalle-Macro-Quarterly-Q12025.pdf" target="_blank" rel="ugc noopener noreferrer">LaSalle Macro Quarterly</a>, or LMQ, p. 4);<br>• US equities in correction territory as ex-US markets, including even China’s, outperform (LMQ p. 25); <br>• increasing calls that the risk of a US recession is rising (LMQ p. 20); and <br>• substantial upward revisions in forecasts of long-term European GDP growth (LMQ p. 21). </p><p>Each of these is at least partly (and in some cases completely) contrary to expectations from the beginning of this year. But the quick reversal in the economic narrative is no April 1st joke. The post-election consensus of a supercharged US economy pulling ahead of the rest of the world has clearly been challenged, if not upended. </p><p>In this period of elevated policy uncertainty, real estate investors should focus on what they can and should do amidst all the noise. At the risk of stating the obvious, we think it helps to take a step back and break down the analysis into three basic steps of incorporating news flow into investment strategy — the what, the so what, and action steps. But as we will discuss, the first two are characterized by so much uncertainty that it is also helpful to start from the end and <strong>work backwards</strong>, asking: What can investors do to improve their chances of successfully navigating this environment regardless of what happens?</p><p><br></p><p>Contributors:</p><p><strong>Brian Klinksiek</strong></p><p>Global Head of Research and Strategy</p><p><strong>Petra Blazkova</strong></p><p>Managing Director, Research and Strategy</p>
65 total episodes available
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- What is LaSalle Investment Management?
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This podcast updates weekly.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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