Street Talk

Ep. 126 - Hunting the bears, making the bull case for CRE


Listen Later

The investment community has expressed great concern over commercial real estate and questioned whether a severe downturn could lie on the horizon, but Rich Hill, head of real estate strategy and research at Cohen & Steers, is not in the camp.

In the episode, Hill discussed the misconceptions about commercial real estate, the considerable differences in risk across various subcategories and how publicly traded REITs serve as a leading indicator to the private markets. The veteran of the real estate space further argued that the current cycle is very different than the global financial crisis and could represent the greatest opportunity to invest new capital in a generation.

...more
View all episodesView all episodes
Download on the App Store

Street TalkBy Nathan Stovall | S&P Global Market Intelligence

  • 5
  • 5
  • 5
  • 5
  • 5

5

40 ratings


More shows like Street Talk

View all
Exchanges by Goldman Sachs

Exchanges

972 Listeners

Masters in Business by Bloomberg

Masters in Business

2,183 Listeners

Odd Lots by Bloomberg

Odd Lots

1,975 Listeners

Chemical Week by Chemical Week

Chemical Week

6 Listeners

EnergyCents by S&P Global Commodity Insights

EnergyCents

9 Listeners

MediaTalk by S&P Global Market Intelligence

MediaTalk

6 Listeners

The Bid by BlackRock

The Bid

262 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

28 Listeners

Commodities Focus by S&P Global Commodity Insights

Commodities Focus

28 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

9 Listeners

Fuel For Thought by S&P Global Mobility

Fuel For Thought

4 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,313 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

88 Listeners

All Things Sustainable by S&P Global

All Things Sustainable

62 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

76 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

29 Listeners

The Decisive Podcast: Insights and analysis to empower confident decision-making. by S&P Global Market Intelligence

The Decisive Podcast: Insights and analysis to empower confident decision-making.

11 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,181 Listeners

The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

The TreppWire Podcast: A Commercial Real Estate Show

226 Listeners

CLOs Uncovered by S&P Global Ratings

CLOs Uncovered

4 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

442 Listeners

Next in Tech by S&P Global Market Intelligence

Next in Tech

28 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

354 Listeners

Moody's Talks - Inside Economics by Moody's Analytics

Moody's Talks - Inside Economics

328 Listeners

Autology by S&P Global Mobility

Autology

1 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

30 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

155 Listeners

Masters of Risk by S&P Global Market Intelligence

Masters of Risk

6 Listeners

The Pipeline: M&A and IPO Insights by Joe Mantone

The Pipeline: M&A and IPO Insights

3 Listeners

Automotive Podcast Series by Gaurav Vangaal

Automotive Podcast Series

0 Listeners

Private Markets 360° by S&P Global

Private Markets 360°

7 Listeners

IR in Focus by S&P Global Market Intelligence

IR in Focus

5 Listeners

Artificial Intelligence Insights by Sudeep Kesh

Artificial Intelligence Insights

5 Listeners