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

38 ratings


More shows like Street Talk

View all
Masters in Business by Bloomberg

Masters in Business

2,183 Listeners

Odd Lots by Bloomberg

Odd Lots

1,742 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

387 Listeners

Commodities Focus by S&P Global Commodity Insights

Commodities Focus

30 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

29 Listeners

Chemical Week by Chemical Week

Chemical Week

8 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

667 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

268 Listeners

EnergyCents by S&P Global Commodity Insights

EnergyCents

11 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

14 Listeners

Fuel For Thought by S&P Global Mobility

Fuel For Thought

4 Listeners

All Things Sustainable (formerly ESG Insider) by S&P Global

All Things Sustainable (formerly ESG Insider)

58 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

27 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

Banking with Interest by IntraFi

Banking with Interest

112 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

409 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

99 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

794 Listeners

Next in Tech by S&P Global Market Intelligence

Next in Tech

29 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

339 Listeners

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

Moody's Talks - Inside Economics

282 Listeners

Autology by S&P Global Mobility

Autology

1 Listeners

Forward Guidance by Blockworks

Forward Guidance

279 Listeners

Private Markets 360° by S&P Global

Private Markets 360°

5 Listeners

IR in Focus by S&P Global Market Intelligence

IR in Focus

5 Listeners

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

The Pipeline: M&A and IPO Insights

2 Listeners

Masters of Risk by S&P Global Market Intelligence

Masters of Risk

5 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

19 Listeners

Automotive Podcast Series by Gaurav Vangaal

Automotive Podcast Series

0 Listeners

MediaTalk by S&P Global Market Intelligence

MediaTalk

5 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

364 Listeners

Artificial Intelligence Insights by Sudeep Kesh

Artificial Intelligence Insights

4 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

100 Listeners