Front & Center

On this episode of Front & Center, host and SeniorInvestment Strategist Uma Moriarity holds an inspiring conversation with CenterSquare CEO Todd Briddell on the merits of mission-driven leadership. In a world of accelerating AI capabilities, empowering employees to make decisions has become even more valuable. Todd and Uma discuss the challenges and risks inherent in AI-fueled decision-making within a bureaucratic structure, and whyit’s important to create a culture of alignment, empowerment, and trust within your organization.

Our 2026 Market Outlook Series concludes with the latest episode of Front & Center, providing an analysis of the private real estate markets in the year ahead. Co-CIO Rob Holuba joins host and Senior Investment Strategist Uma Moriarity to share his expectations for private real estate in 2026. Uma and Rob cover the state of different sectors on the “real estate clock” and how they see each sector positioned within the context of the real estate cycle. They take a deep dive into niche property types within Rental Housing, Industrial and Retail, and make a brief stop in the more operationally demanding Data Centers and Senior Housing.

Host and Senior Investment Strategist Uma Moriarity is back with Front & Center this week to talk about America’s housing affordability crisis, amid recent policy changes impacting the housing sector. She’s joined by 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.

Uma and Joe walk through the history that led us to the housing affordability problems we currently face and discuss some of the tactics that could alleviate the pressure on the housing market.

Our 2026 Market Outlook Series continues with the latestepisode of Front & Center, focusing on the Global REITs market. Portfolio and Regional Managers Matthew Goulding in London and Joachim Kehr in Singapore join host and Senior Investment Strategist Uma Moriarity to break down the various impacts of macroeconomic factors on local REIT markets around the world, and which sectors show the most promise in the year ahead.

Front & Center kicks off the year with the first installment of our annual Outlook Series: 2026 Macro Outlook: Bouncing Back to Normal. CenterSquare CEO Todd Briddell joins host and Senior Investment Strategist Uma Moriarity to discuss the state of the global investment landscape – from real estate fundamentals to the impact of geopolitics oncapital markets, and wrapping up with the biggest risks and opportunities in real estate for the year ahead.

In Part 2 of “A Dynamic Year in Real Estate: 2025 in Review”host Uma Moriarity continues the conversation with Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. This time they take a deeper dive into the niche sectors in 2025, including senior housing and data centers, and compare notes across public and private real estate. Finally, the episode wraps with a discussion about what was most surprising in 2025.

We’re rounding out the year with another two-part specialepisode of the Front & Center podcast, this time featuring CenterSquare Listed Securities Portfolio Manager Patrick Wilson and Managing Director of Private Real Estate Chad Burkhardt. Patrick and Chad join host and Senior Investment Strategist Uma Moriarity to review what has been, as Patrick so aptly summarizes, a dynamic year.

From Liberation Day to inflation and rate cuts, Patrick,Chad and Uma discuss the key macroeconomic factors that shaped the public and private real estate markets over the last year, and dive into the core property types.

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.