Show 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 energy required for AI data chip creation.

Guest: Eric Rothman serves as Portfolio Manager for CenterSquare Investment Management’s real estate securities group. He is responsible for market research, sector allocations, research, and financial modeling across the U.S. real estate securities universe. He also manages a REIT preferred stock separate account mandate. He has over 25 years of REIT and real estate investment experience. Prior to joining CenterSquare, he spent more than six years as a sell-side REIT analyst at Wachovia Securities and three years as an analyst at AEW Capital Management. He is a CFA charterholder and member of the CFA Institute.

Learn more at: https://www.centersquare.com/investment-team

Connect on LinkedIn: https://www.linkedin.com/in/eric-rothman-cfa-02561710?original_referer=https%3A%2F%2Fwww.google.com%2F

Chris Gannatti is Head of Research at WisdomTree Europe

Follow him on Twitter: @CGannatti