Front & Center

On episode 45 of the Front & Center podcast, CenterSquare’s Robert Wasenius, Senior Vice President, Private Equity Real Estate and Uma Moriarity continue the conversation about the industrial sector, this time joined by John Huguenard, Senior Managing Director and Co-head of Industrial at JLL Capital Markets, who discusses the current state of the industrial sector and provides his outlook going forward.

“Industrial Sector: Current State and the Rise of Shallow Bay” covers the state of the industrial sector over the last three to five years, what to look for going into 2025, and the rise of shallow bay industrial as an attractive entry point.

On this episode of Front & Center, CenterSquare Portfolio Manager Alex Snyder joins Uma Moriarity to discuss the state of the office sector. Uma and Alex frame their discussion starting with the state of the office sector in the pre-pandemic, lower interest rate environment, then dive into how it has evolved in the years since, providing valuable insights along the way.

“Opportunity in Office REITs” illuminates the ways REITshave taken advantage of  the market dislocation to find opportunities  and create value for investors.

Small bay industrial is the topic for discussion on Front & Center #podcast Episode 43. CenterSquare’s Rob Wasenius, Senior Vice President, Private Real Estate and CoStar Group’s Adrian Ponsen, National Director, U.S. Industrial Market Analysis, join Uma Moriarity to define small bay industrial and dive into the data that informs our conviction in the property type.

“Less is More: Small Bay Industrial” highlights the manyadvantages of small bay over larger industrial property types, including the supply side dynamics, vacancy rate, tenant mix, and rent growth, among others.

Host Uma Moriarity is joined by Alex Snyder, Portfolio Manager, Real Estate Securities, on the heels of attending two industry conferences over the last week, to discuss fundamentals across various real estate sectors. Uma frames the discussion against the backdrop of what we heard at the conferences, how what we’re hearing compares to CenterSquare’s outlook, and sectors that give us confidence and those we feel more cautious pursuing.

Patrick Wilson, Portfolio Manager, Real Estate Securities, joins Uma Moriarity on this month’s episode of Front & Center to talk about the recent bout of market turmoil, earnings season, and what it all means for REITs. Their discussion begins with a look into the macroeconomic factors contributing to the market volatility this week and why this has proven positive for REITs. They then cover changes to discretionary spending, why that’s not necessarily bad news for REITs, and which sectors show strong fundamentals amidst continuing market uncertainty.

“Exploring Countercyclical Fundamentals in REITS” provides big picture commentary as well as timely insights and analysis across various real estate sectors against the backdrop of an unpredictable market cycle.

In this episode of Front & Center, Uma Moriarity welcomes back Portfolio & Regional Manager Joachim Kehr to explore the Singapore data center market. As a global financial and telecommunications hub, Singapore faces the challenge of balancing economic benefits with the resource requirements of its booming data center industry. "Balancing Growth and Sustainability: Singapore's Data Center Market" delves into the government’s roadmap to promote more efficient data center development and incentivize existing data centers to operate more sustainably.

In this episode of Front & Center, Uma Moriarity is joined by Managing Director Jeff Reder and Senior Vice President Chris Picyk from CenterSquare’s Private Real Estate team to discuss the current state of the residential market. “Examining Residential Real Estate Today” delves into signals from the public and private markets, including transaction volumes, pricing, cap rates, and future opportunities within the market, exploring how these factors are shaping the landscape of residential investments.

In this installment of Front & Center, Uma Moriarity is joined by portfolio managers Rob Goldstein, Matthew Goulding, and Joachim Kehr to discuss the latest updates on the Global REIT market. “Traversing Global REIT Markets: Earnings, Interest Rates, and Regional Dynamics” covers key topics, including the state of the consumer, the impact of interest rates on valuations, and the potential impact of central bank policies on the global real estate market.

In our latest episode of Front & Center, Uma Moriarity is joined by senior leadership from Aligned Data Centers, a company that specializes in data center solutions designed to meet the evolving needs of businesses in the digital age. Featuring Chief Executive Officer and Board Member Andrew Schaap alongside Chief Financial Officer Anubhav Raj and Managing Director for CenterSquare’s Strategic Capital platform, Chad Burkhardt, this week’s conversation explores the company’s origins and innovative strategies that have positioned Aligned as an industry leader within the ever-evolving data center space. “Aligned for Success: Exploring Data Center Dynamics” discusses the current risks and opportunities impacting data centers and the revolutionary impact of artificial intelligence on future computing demands. The group also dives into key considerations surrounding the site selection process, Aligned’s proprietary cooling technologies, their sustainability initiatives, and the immense growth potential that still lies ahead for the data center industry.

This week on Front & Center, Uma Moriarity welcomes back Portfolio Manager Alex Snyder to discuss the impact of inflation on interest rates and the REIT market. Uma and Alex discuss the recent increase in the 10-year treasury yield and its effect on cap rates across various sectors. They then delve into inflation data, highlighting the discrepancy between reported inflation and real-time shelter inflation. The conversation then shifts to the state of the consumer and the strength of the job market. “Assessing Economic Indicators: REITs, Inflation, and Interest Rates” explores how these economic factors are shaping investment strategies and offers valuable insights for navigating the current market landscape. The episode concludes by covering the upcoming REITs earnings season and the potential for positive results.