This week, I sat down with Jeffrey Reder to unpack how the US real estate market is evolving, why the middle market is delivering some of the most compelling opportunities today, and what it really takes to outperform through multiple cycles.

Jeff began his career in corporate finance at Salomon Brothers in New York before transitioning into direct real estate. Since joining CenterSquare in 2006, he has helped build one of the most respected value-add platforms in the country. Today he serves as Portfolio Manager for the firm's Value-Added Fund series and leads a nationwide team focused on sourcing, underwriting and executing industrial, residential and essential-service retail strategies.

We explore how capital, pricing, and investor behaviour are shifting, why discipline around basis and underwriting has never mattered more, and how CenterSquare consistently finds opportunities others overlook.

Key Topics Covered In This Episode

✅ Off-Market Edge – How CenterSquare sources more than 80 percent of its transactions off market and why clarity around the "buy box" creates meaningful alpha

✅ The Power of Small Is Mighty – Why infill industrial, essential-service retail and smaller, operationally intensive assets continue to outperform in today's market

✅ Cycle Discipline – How the team identified valuation risk early and exited multifamily positions before cap rates moved, protecting performance and investor capital

✅ Investment Frameworks – The Five Cs and Three As guiding CenterSquare's philosophy and how they shape conviction, capital deployment and exit discipline

✅ US Market Opportunity – What global LPs are saying about deploying into the US and why forward supply dynamics may set up one of the most interesting entry points in years

✅ Building a Platform – Lessons from 20 years growing a national value-add business, developing talent, and building repeatable processes that drive consistency

And of course, I asked Jeff the big question:

Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy?

If you have thoughts or questions about this episode, drop them in the comments. I would love to hear your take.

The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.

The Future of European Real Estate: Capital, Cycles, and Opportunity with Simon Martin, Senior Partner, Chief Investment Strategist & Head of Research - Tristan Capital Partners. €15+ billion AUM leading institutional grade, full-service private equity real estate firm.

This week, I sat down with Simon Martin to unpack how Europe's real estate market is changing and what it means for investors, fund managers, and entrepreneurs today.

Simon has helped grow Tristan from a start-up spin-out into a €15 billion manager. For more than twenty years, he has experienced every major market shift and brings a rare perspective on how capital, strategy, and driving returns are changing.

We explore what it takes to launch a business in today's environment, how investor priorities are pivoting, and why Europe may be entering one of its most interesting phases in a generation.

Key Topics Covered In This Episode

✅ The Changing Nature of Core Capital – Why the next generation of investors will look very different and what they are seeking today

✅ Building Through Cycles – Lessons from launching a business during the financial crisis and scaling through recovery

✅ Starting a Platform Today – Why creating a new investment business now is harder than ever

✅ European Capital Flows – What global investors are saying about deploying into Europe and where the opportunity set is

✅ Reflections and Lessons – The importance of speed, focus, and coherence in portfolio construction, entry and exit

✅ Looking Ahead – How credit, resilience, and operational performance will shape the next cycle

And of course, I asked Simon the big question:

Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy?

If you have thoughts or questions about this episode, drop them in the comments. I would love to hear your take.

The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.

What does it take to design and deliver a £2 billion real-estate platform serving over a million UK pensioners - while keeping a long-term focus in a short-term world?

This week, I sat down with Alistair Smith, Head of Real Estate at Border to Coast Pensions Partnership, to unpack his 30-year career spanning advisory, private-equity, and institutional real estate - and the leadership lessons learned through every market cycle.

Alistair's journey includes senior roles at abrdn, where he led European real-estate investment management, before joining Border to Coast in 2022 to launch its UK Direct and Global Indirect Pooled Funds - now managing roughly £2 billion across 11 partner funds.

We discuss navigating mergers, restructuring portfolios, and how to build enduring value in an industry defined by change.

Key Topics Covered In This Episode

✅ From Advisory to Institutional - The path from chartered surveyor to head of real estate

✅ Mergers & Change - Lessons from the abrdn / Standard Life integration

✅ Redundancy & Resilience - How to rebuild and refocus after a career shock

✅ Building Border to Coast - How to pool 11 pension funds and create a £2 billion platform

✅ Long-Term Value - Why durable income beats short-term churn in real-estate investing

✅ Market Outlook - Where he sees opportunity as core real estate rebalances

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they'd invest in if they had £500 million at their disposal?

Alistair's answer reflected discipline, clarity, and a decades-long belief in the power of durable income and quality assets 💷

Got thoughts or questions about this episode? Drop them in the comments - I'd love to hear from you.

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on notifications so you never miss an episode.

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

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👉 http://peoplepropertyplace.com/

What does it take to stay relevant through four decades, across every market cycle, and still have the hunger to build something new?

This week, I sat down with Will Rowson, Founder of Newland Capital Partners, to unpack his 35-year journey across global real estate — from gritty East London industrial estates to leading Europe's largest investment platform — and what it really takes to adapt, evolve, and keep learning.

Will's career includes senior roles as EMEA CIO at CBRE Investment Management, Equity Partner at Hodes Weill, and CEO of Global Student Accommodation (GSA), where he helped raise over $2 billion in equity. Now, through Newland Capital Partners, he advises leading European managers on capital strategy, equity raising, and navigating a market in flux.

We discuss the power of reinvention, lessons from leadership, and where he believes opportunity lies in the "living" and logistics sectors over the next cycle.

✅ From Strutt & Parker to CBRE — Lessons from the early days of valuation and leasing

✅ Across the Cycles — What 35 years in European real estate has taught him about timing

✅ Facing Cancer — How a life-changing diagnosis reshaped his outlook and leadership

✅ The Squeezed Middle — Why mid-sized fund managers must adapt or consolidate

✅ Continuation Funds — What they reveal about today's market

✅ Living & Logistics — Why these two sectors still offer the best risk-adjusted returns

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they'd invest in if they had £500 million at their disposal?

Will's answer was pragmatic, data-driven — and full of hard-won perspective 👌

Got any thoughts or questions about this episode? Drop them in the comments — I'd love to hear from you.

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on the notification bell so you never miss an episode.

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

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👉 http://peoplepropertyplace.com/

What does it take to walk away from a successful private-equity career and build your own real-estate investment platform from scratch?

This week, I sat down with Anthony Maxwell-Jones, Founder & Managing Partner at Valorem Investment Partners, to unpack his journey from the early days at Mercer / Castleforge to founding Valorem - and what he's learned along the way about timing, risk, and backing yourself.

Anthony has quietly built one of the UK's most interesting boutique investment platforms, deploying over £80 million across offices, student, residential, hotel, and strategic-land assets - achieving a 20 % IRR and 2.2× MOIC.

We discuss how he spotted opportunity in the wake of the GFC, why he left a newly raised fund to go it alone, and the lessons that came from building Valorem through Brexit, Covid, and a volatile rate cycle.

⸻

Key Topics Covered In This Episode:

✅ From Castleforge to Valorem - How Anthony transitioned from analyst to entrepreneur

✅ The Leap - What gave him the confidence to found his own firm at 27

✅ Covid Chaos - How a "malicious virus clause" saved a £90 million office scheme

✅ Family Office Capital - Building trust, track record & long-term partnerships

✅ Discipline & Patience - Investing through a stagnant market without pressure to deploy

✅ Future Focus - Why defence infrastructure and core-plus offices are on his radar

⸻

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they'd invest in if they had £500 million at their disposal?

Anthony's answer did not disappoint 👌

Got any thoughts or questions about this podcast? Drop them in the comments - I'm always up for a chat!

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on the notification bell so you never miss an episode.

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

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👉 http://peoplepropertyplace.com/

What happens when the global order that shaped real estate for decades begins to fracture?

This week, I sat down with José Pellicer, Founder Partner at Evonite, to unpack how de-globalisation, contrarian bets, and a smarter approach to thematics will shape the winners of the next 5–10 years.

José brings a sharp, historically grounded perspective on risk pricing, macro shifts, and how to identify real opportunities in a noisy market. From railway mania in the 1840s to data centres today, he explains why blindly following themes isn't enough — and where nimble managers can still find edge.

We explore how the investment landscape is changing, who stands to win, and the mindset required to build conviction in a fragmented world.

⸻

Key Topics Covered In This Episode:

✅ De-Globalisation — The end of the "safe seas" era and why it matters for real estate

✅ The Next Decade — Who wins as global power dynamics shift

✅ Thematics vs Bottom-Up — Why real opportunities aren't found by following the herd

✅ Contrarian Bets — Where pricing risk correctly can create outsized returns

✅ Blackstone & Bad Emperors — Lessons from history and market cycles

✅ Opportunity for Real Estate — How nimble managers can thrive in polarised markets

⸻

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal?

José's answer did not disappoint 👌

Got any thoughts or questions about this podcast? Drop them in the comments — I'm always up for a chat!

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on the notification bell so you never miss an episode.

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

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👉 http://peoplepropertyplace.com/

Building a Pan-European Real Estate Powerhouse | Christophe Garbe (GARBE)

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👉 http://peoplepropertyplace.com/

Hey Everyone, Welcome Back!

What does it take to scale a family-run development business into a €15 billion pan-European real estate platform?

This week, I sat down with Christophe Garbe, Managing Partner of GARBE, to unpack how he grew the company from its Hamburg roots into one of Europe's leading logistics and real estate players — now operating across 13 countries with 21 offices.

Christophe shares his journey from joining the family business to taking over the UK arm just before the Global Financial Crisis, rationalising the platform, and spearheading GARBE's "2.0" strategy — doubling down on logistics, expanding into residential and science & tech, and building out a European development and fund management engine.

We explore how GARBE has navigated shifting market cycles, why decentralisation has been key to their growth, and how Christophe is positioning the business for the next chapter of European real estate.

⸻

Key Topics Covered In This Episode:

✅ Scaling Across Europe – From Hamburg beginnings to a €15 billion platform spanning 13 countries

✅ Crisis Leadership – Taking over the UK business on the eve of the GFC

✅ Strategic Evolution – Logistics, residential, science & tech, data centres and beyond

✅ Decentralised Model – Empowering local teams to drive accountability and growth

✅ Lifelong Learning – How studying at Harvard sharpened strategic thinking despite dyslexia

✅ Market Outlook – Navigating uncertainty and spotting opportunities across European markets

⸻

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal?

Christophe's answer did not disappoint 👌

Got any thoughts or questions about this podcast? Drop them in the comments — I'm always up for a chat!

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on the notification bell so you never miss an episode.

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

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👉 http://peoplepropertyplace.com/

What happens when billions of pounds of pension money flow into real estate? Can creative deal structures solve the UK's housing and regeneration challenges in a high-rate environment?

This week, I sat down with James Agar, Head of Real Estate Origination at PIC Capital, the investment arm of Pension Insurance Corporation plc, to unpack how institutional capital is reshaping housing, regeneration, and long-income strategies across the UK.

James takes us inside PIC's £50bn balance sheet and explains how his team sources, structures, and deploys capital across Build to Rent, affordable housing, senior living, and major regeneration schemes like Miller's Quay.

We discuss how regeneration leases and innovative financing models are unlocking projects, how ESG and social value are being embedded into institutional strategies, and why the lines between real estate and infrastructure are blurring faster than ever.

✅ Institutional Capital in Action – How PIC invests £50bn into long-term, inflation-linked real estate

✅ Regeneration Leases – Creative structures unlocking major housing and urban projects

✅ Affordable Housing – Partnerships with Homes England and Muse to deliver low-carbon schemes

✅ BTR & Living Sectors – Why single-family housing and suburban BTR are key growth areas

✅ Viability Challenges – Making deals stack in a high interest rate world

✅ ESG & Social Value – How PIC aligns pension liabilities with real-world impact

✅ Real Estate vs Infrastructure – The blurring lines shaping future investment strategies

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal?

James's answer did not disappoint 👌

Got any thoughts or questions about this podcast? Feel free to share them in the comments — I'm always up for a chat!

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on the notification bell so you'll never miss an episode.

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

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👉 http://peoplepropertyplace.com/

Manish Gudka | Baptism of Fire to £1bn Deals | People Property Place Podcast

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https://www.youtube.com/channel/UCLeY7xnoJ08uYlGb-Y0j96A

For many, real estate careers are about steady growth, one sector, one model. But Manish Gudka's story at Aprirose shows what it takes to adapt, survive, and thrive across cycles. From the family soap business in Kenya seeding property investments in the UK, to steering Aprirose through the Global Financial Crisis and beyond, this is a journey about resilience, reinvention, and family values.

In this episode, Manish reflects on his baptism of fire managing 14 tenants in Manchester, the hard lessons from 2007–09, and what it's like building a £1bn platform side-by-side with his 84-year-old father, who still takes the Tube into the office. We talk candidly about capital raising, investor trust, and why Aprirose has deliberately resisted the blind-pool fund model in favour of long-term deal-by-deal partnerships.

This is a rare, wide-ranging conversation with a CEO who rarely speaks publicly — packed with insights on markets, leadership, and the realities of running a family-backed platform.

Key Topics Covered In This Episode:

✅ Baptism of Fire – What a 14-tenant Manchester property taught him early in his career

✅ Cycles & Crises – How the 2007–09 crash reshaped Aprirose's strategy

✅ Investor Trust – Why transparency and alignment matter more than structures

✅ Family & Leadership – What it's really like working with his father every day

✅ Capital Raising – The deal-by-deal approach and why Aprirose never launched a blind pool fund

✅ Resilience – The mindset needed to firefight tenants, banks, and downturns

✅ Growth Vision – Where Aprirose sees opportunity in the next decade

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal? Don't miss Manish's answer in this episode!

Got any thoughts or questions about this podcast? Feel free to share them in the comments, I'm always up for a chat!

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on the notification bell so you'll never miss out on the next podcast.

🎧 Listen Here:

https://linktr.ee/peoplepropertyplace

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

You can also connect with me on social media, I'd love to hear from you there too. Thanks again for hanging out with me!

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https://linktr.ee/peoplepropertyplace

From billion-euro retail deals to leading Europe's largest apartment hotel operator, and now steering one of the fastest-growing healthcare real estate platforms, Simon Betty's career has spanned multiple cycles, asset classes, and countries.

In this episode, Simon shares how his early career choices set him on a path into retail, how he navigated Hammerson through some of its most challenging moments, and what it was really like to run the €2.5B Project Jewel transaction in Ireland. We dive into the lessons he learned leading through the brutality of Covid, why the macro always wins in real estate, and how healthcare has become one of the most thematically supported sectors in Europe today.

This is a candid conversation about deals, leadership, and how to thrive in sectors that are built for the future.

Key Topics Covered In This Episode:

✅ Project Jewel – Inside the high-stakes €2.5B Ireland loan portfolio acquisition

✅ Retail Realities – The brutal impact of Covid and the £800M rescue rights issue

✅ Macro vs Micro – Why timing beats talent in determining real estate returns

✅ Leadership Lessons – How saying "yes" shaped his career across multiple sectors

✅ Hospitality Shift – What running Adina taught him about operations and culture

✅ Healthcare Growth – Why cure-based facilities are becoming Europe's next big asset class

✅ The Future – Where capital is heading in European real estate over the next decade

Oh, and one last thing…

In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal? Don't miss Simon's answer in this episode!

Got any thoughts or questions about this podcast? Feel free to share them in the comments, I'm always up for a chat!

And if you're enjoying what I'm putting out, don't forget to hit subscribe and turn on the notification bell so you'll never miss out on the next podcast.

🎧 Listen On:

Spotify: https://open.spotify.com/show/6oCDnwWSTP685l6sn8F0a6

Apple Podcasts: https://podcasts.apple.com/us/podcast/people-property-place/id1652694140

The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers.

You can also connect with me on social media, I'd love to hear from you there too. Thanks again for hanging out with me!

Subscribe To My Channel For More Videos:

https://www.youtube.com/channel/UCLeY7xnoJ08uYlGb-Y0j96A

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