CenterSquare Portfolio Manager Rob Goldstein joins host and Senior Investment Strategist Uma Moriarity on this episode of the Front & Center podcast. As REIT earnings season wraps up in the U.S., Rob shares what he’s seeing on the ground, such as the impact of shifting consumer demand on various sectors. Rob and Uma provide insight on Residential, Industrial, Data Centers, and Senior Housing, highlighting the different ways each sector is influenced by consumer demand and what they expect looking ahead.

Following an eventful few weeks filled with central bankdecisions, a continuing government shutdown in the U.S., and the release of a patchwork of economic data, Front & Center returns with guest and CenterSquare Advisory Board member Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business & Public Policy at Wharton who has served as the Director of the Zell/Lurie Real Estate Center and is currently a Nonresident Senior Fellow at the Brookings Institution and a research associate at the National Bureau of Economic Research.

Joe joins host and Senior Investment Strategist Uma Moriarity to read the tea leaves and interpret what these recent events and data tell us about the state of the economy and where the impact may be most apparent.

On this episode of Front & Center, Host and Senior Investment Strategist Uma Moriarity is joined by CenterSquare Managing Director of Private Equity Real Estate Rob Holuba and CEO of Kimco Realty Conor Flynn. Rob and Conor call on their deep expertise in the retail space to share their perspectives on a wide range of topics, from the appropriate name for the property type to their views on where we are in the retail recovery cycle. Rob’s on-the-ground perspective in private real estate combined with Conor’s experience in the retail REIT world provides a well-rounded take on the current state of retail real estate.

The following podcast with Kimco CEO Conor Flynn was recorded on October 14, 2025 and does not reference third quarter results or activities. Kimco will announce its third quarter results before the market opens on October 30, 2025.

For this episode of Front & Center, we’re once againtapping into the broader CenterSquare community with guest Laurann Stepp. Laurann is a CenterSquare Advisory Board member and currently serves on the board of UBS Trumbull Property Fund. She has extensive experience within the real estate world, as well as in institutional investing, having held senior roles at some of Pennsylvania’s largest pension funds. Laurann joins Senior Investment Strategist Uma Moriarity to discuss the LP perspective, from how thelast several years of volatility have shaped capital deployment, to how investors think about allocating capital within different real estate strategies and sectors.  

Front & Center is back with guest Andrea Palmer, CEO ofthe CRREM Foundation. Andrea joins Global Head of Sustainability and Senior Investment Strategist Uma Moriarity to discuss CRREM’s focus on managing transition risk for a real estate portfolio and employing scalable tools throughout the investment process. In “Managing Transition Risk in Real Estate Portfolios with The CRREM Foundation” Andrea and Uma define transition risk, explore the challenges to measuring it within both public and private real estate, and explain how organizations like CRREM are working to alleviate those challenges.

The insights continue in Part 2 of this unique opportunity tohear from CenterSquare’s experts. Advisory Board members Joe Gyourko, Werner Sohier, and Managing Director of Private Real Estate Debt Michael Boxer return to join Senior Investment Strategist and Global Head of Sustainability UmaMoriarity and continue their conversation, this time turning to the residential sector. This episode focuses on the fundamentals of the residential sector across global markets, what’s driving the current opportunity for investors, and how it has evolved in recent years.

No, this isn’t the start of punchline, it’s a unique opportunity to hear from a select group of experts from the CenterSquarecommunity.  CenterSquare Advisory Board members Joe Gyourko, Werner Sohier, and CenterSquare’s Managing Director of Private Real Estate Debt Michael Boxer join Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share their viewpoints on the current global macroeconomic environment and its implications for real estate investors.

On this episode of Front & Center, REIT Portfolio Manager Patrick Wilson joins Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to give an update on where U.S. REITs stand following the close of another earnings season. In “Summer Earnings Season: U.S. REIT Update,” Patrick and Uma discuss the broader macroeconomic environment, how it’s impacting consumers and businesses, and the implications across real estate sectors.

On this episode of the Front & Center podcast, Co-Headsof CenterSquare’s Private Real Estate Debt platform Michael Boxer and Richard Gorsky join host and Senior Investment Strategist Uma Moriarity to provide an update on the state of the real estate debt market. With uncertainty as the newnormal for investors, Michael and Rich discuss how the real estate debt market has started to settle into its own new normal in response.

“Private Real Estate Debt: Adapting to an Uncertain Capital Landscape” examines the macroeconomic factors we believe will drive increased activity and strong supply and demand dynamics through the latter half of the year into 2026.

On this episode of CenterSquare’s Front & Center podcast, Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Equity Real Estate Jeff Reder join Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to examine the supply and demand fundamentals of the Industrial sector. They unpack the peaks and troughs of the last few years to identify where they continue to see opportunity as supply and demand in more traditional product types have shifted out of balance.

In “Industrial Update: Finding the Balance between Supplyand Demand” Patrick shares his perspective on normalizing supply levels, while Jeff identifies the niche industrial property types in private real estate that continue to experience strong demand amid the ever-present macroeconomic uncertainty.