Front & Center

On this episode of Front & Center, Senior InvestmentStrategist and Global Head of Sustainability Uma Moriarity is joined by Portfolio Manager Patrick Wilson and Managing Director and Head of Strategic Capital, Chad Burkhardt. Patrick and Chad, both well-versed in the Data Center sector, share their perspectives on everything from the sector’s fundamentals to the latest developments in AI technology and how these factors continue to drive the market.

“Data Center Debrief: Strong Demand Despite Recent Volatility” provides an overview of the data center sector, followed by an update on recent market conditions and what the team expects to see in the near term.

Front & Center returns, with Portfolio Manager RobGoldstein joining Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share collective insights on what they’re seeing during the current REIT earnings season. Their conversation spans the volatility affecting most sectors, with quick forays into residential, hotel, healthcare, senior housing, and retail. While none of these sectors is immune to the continuing uncertainty in the market, they view the strongest tailwinds in senior housing, with retail following as a close second.

“REIT Earnings Roundup: A Cloudy Crystal Ball” reviews whatwe expect – and what we still don’t know – as we look at REITs in the first quarter of 2025 and beyond.

Front & Center returns for the final installment of our2025 Outlook Series, covering Private Real Estate Debt. Managing Directors Michael Boxer and Richard Gorsky join host Uma Moriarity to share their perspectives on the debt market, including their expectation that private real estate debt will play a pivotal role in 2025 as lenders and borrowers begin to come to terms with the “higher for longer” interest rate environment.

As valuations continue inching toward more rational levels, private real estate debt presents an attractive risk/reward opportunity. “Coming to Terms with the New Reality” dives deeper into the market dynamics framing thisopportunity.

Front & Center returns with the next installment of our2025 Market outlook Series, now turning to Private Equity Real Estate. Managing Directors and Heads of Private Equity Real Estate Jeff Reder and Rob Holuba join host Uma Moriarity to share their thoughts on where they see ideal entry points in niche property types across the industrial, multifamily, and retail sectors.

“Potential in Niche Property Types” highlights whereCenterSquare’s conviction lies in private real estate markets in 2025 as the macroeconomic environment continue to shift.

The Front & Center podcast returns with the second installment of our Outlook Series, featuring Global Portfolio Managers Joachim Kehr and Matt Goulding, joining Uma Moriarity to share their perspectives on what 2025 will bring for the global REIT market. Uma, Joachim, and Matt discuss their broad expectations across global REITs, and dive deeper into specific areas where they see opportunity.

“Opportunity in International Sectors” provides background on the factors we see impacting the REITs market in 2025 and shines light on the sectors across the globe we believe are poised to perform well this year.

Front & Center kicks off the year with an update on our expectations for the macroeconomic environment in 2025. CenterSquare’s CEO and CIO, Todd Briddell joins Senior Investment Strategist Uma Moriarity in the first installment of our 2025 Outlook Series to discuss their broad expectations for the market in 2025. This episode will be followed by in-depth analysis across Global REITs, Private Equity Real Estate, and Private Real Estate Debt.

“Finding Rainbows in the Rainstorm” highlights the areas in which we see potential opportunities amid continued uncertainty, and what we expect for the rest of 2025.

On this episode Uma Moriarity hosts Global PMs Joachim Kehr and Matthew Goulding, along with U.S. PM Patrick Wilson to talk about the Global REITs landscape. They provide their perspectives on how various macroeconomic factors, including monetary policy and uncertainty in the political and regulatory environments, have impacted the market through 2024.

“Global REITs in 2024: Key Trends in Policy, Politics, and Performance” recaps the Global REIT market in 2024 and provides insight into specific sectors that positively and negatively impacted the market this year.

On this episode of Front & Center, Managing Directors of Private Debt Michael Boxer and Rich Gorsky join Uma Moriarity to give an update on the debt market. Michael and Rich discuss their expectations across the yield curve, and the impact of monetary policy and other macroeconomic factors.

“Navigating Volatility in Real Estate Debt Markets” explains the current state of real estate debt, and highlights opportunities to take advantage of a shifting market.

CenterSquare’s Front & Center Podcast is back with a special episode featuring Portfolio Manager Alex Snyder and host Uma Moriarity talking through the aftermath of the election and how the results may impact the REIT market. In addition to the short-term rally in some asset classes, Uma and Alex cover potential longer-term impacts across real estate sectors stemming from the major campaign issues, such as immigration, trade policy, tax policy, and others.

This special episode, “Election Aftermath and Expectationsfor the REIT Market” gives initial insights into how the REIT market may react to what could amount to dramatic changes to the political and macroeconomicenvironment.

Front & Center podcast episode 46 features CenterSquare Portfolio Manager Rob Goldstein, joining host Uma Moriarity to talk REITs earnings. With mostly good news in line with our expectations, Rob and Uma discuss the lower interest rate environment, improved fundamentals in the office sector, and continued strong fundamentals across retail, lodging, and data centers.

“REITs Earnings: Strong Fundamentals and Few Surprises” provides a detailed analysis across sectors in the REITS market, and how earnings stacked up against our expectations this quarter.