People Property Place

Kevin Mofid, Head of Industrial & Logistics Research at Savills, joins me on the People Property Place Podcast 🎙️ this week.

We discuss his journey into real estate, the evolution of research in the sector, and key insights into the UK and European logistics markets.

Kevin shares his data-driven view of market trends, rental growth dynamics, build-to-suit versus existing stock, and the increasing importance of supply-side fundamentals when making investment decisions.

If you're active in the industrial or logistics real estate market across the UK & Europe, and you're interested in data-driven decision-making, or the forces shaping demand and supply in the sector, this episode is for you.

Key Topics Covered in This Episode:

· Kevin's unconventional path into real estate, and his pivotal early career moves

· The evolution of research from a back-office function to a front-line, strategic, in demand tool

· What the UK logistics data is really showing, and why build-to-suit deals are under pressure

· Rising vacancy in a market with strong demand, and what that disconnect tells us

· Speculative development trends, and how they're shaping short-term supply risks

· Why second-hand stock is growing fast, and how much of it is actually usable

· The real drivers of industrial demand, and why retail still dominates

· Nearshoring, reshoring, and how they are reshaping long-term European strategy

· Rental growth that's defying historic vacancy relationships, and why

· The evolving role of AI in warehousing and supply chain decision-making

· Why smart investors are prioritising supply-side data over demand forecasts

· Kevin's take on the biggest risk facing the sector today, and the data point he's watching most closely

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The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire.

If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn.

#realestate #property #podcast #logistics #data #industrial

Philip Stott, Co-Founder of Caisson IO, joins me on the People Property Place Podcast this week.

We discuss his early career journey to co-founding Caisson IO, a boutique investment management firm that integrates data and technology to, invest and manage multi-let industrial assets across the UK.

Philip shares valuable insights on the role of data in real estate, building a tech-enabled investment platform, and how their approach to asset management has evolved.

If you're interested in real estate investment management, data-driven strategies, or scaling a specialised platform in the industrial sector, this episode is for you.

Key Topics Covered in This Episode:

· Early exposure to real estate and how Philip's family business influenced his entrepreneurial mindset

· How Philip's career evolved from traditional surveying to tech sales and then pivoting into investment management

· Insights from his experience at Yardi, including building their European platform and understanding financial systems and applying this learing to the investment management space

· How they launched the business - raising capital from friends and family

· How data-driven insights help Caisson IO identify market trends and opportunities in multi-let industrial assets

· The resilience and appeal of multi-let industrial assets as a stable income-generating asset class

· Building a strong, collaborative team and fostering a culture of empowerment for business growth

· Caisson IO's plans for future growth, leveraging specialixed expertise and data-backed strategies

And finally...

With £500m to invest, which People, what Property, and which Place would Philip choose?

Enjoying the show?

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The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire.

If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn.

Philip Gadsden, Managing Partner at Orchard Street Investment Management, joins me on the People Property Place Podcast 🎙️ this week.

We cover his 40+ year career in institutional real estate - from Jones Lang Wootton and Gatehouse, to building Invista, and now leading Orchard Street's shift into impact investing.

We get into his views on separate accounts, discretionary capital, asset-level execution, decarbonisation, and the evolution of investor expectations.

If you're interested in UK fund management and real estate's shift toward ESG and impact, this one's for you.

Key Topics Covered in This Episode:

• Why he chose real estate as a career, and the early moves that shaped his career

• Lessons learnt from launching his own business

• Launching one of the UK's first impact-led real estate funds in partnership with Brunel and Access

• The market's shift toward responsible investing, ESG metrics, and decarbonisation targets

• Evolution of the UK Fund Management space

• Why shorter leases and active management are now even more essential to driving returns and mitigate risk

• The opportunity set in industrial, retail parks, and residential

• Why OSIM are focused on future proofing second-hand assets given that 80% of 2050's buildings already exist

And finally...

With £500m to invest, which People, what Property, and which Place would Philip choose?

Enjoying the show?

Follow and turn on notifications so you never miss an episode.

The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice of who to hire.

If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn, lets talk!

Marcus Meijer, Founder and CEO of MARK, joins me on the People Property Place Podcast 🎙️ this week.

We talk through his journey from third-generation developer to building one of Europe's leading independent investment managers.

We get into how Marcus thinks about platform creation, market timing, team building, and where he sees the next wave of opportunity.

If you're interested in real estate private equity, specialist strategies, or scaling across Europe, this one's for you.

Key Topics Covered in This Episode:

· Growing up around real estate and what he learned from early exposure to market cycles

· Lessons from Hines and Goldman Sachs that shaped how he builds teams and makes decisions

· The origins of MARK and how they raised their first fund

· Pivoting away from generalist value-add funds and toward sector-specific platforms

· How they built VR Outlets into a €1bn+ platform with APG and Value Retail

· Lessons learnt from Crossbay 1 and the validation from the sale to Prologis, and plans for Crossbay 2

· How winning third-party mandates leverage the existing teams' skills, and generate fees while giving MARK an investment edge

· His take on the market, the challenges, opportunities and future of real estate

· What success looks like to Marcus and how he thinks about legacy and ownership

And finally...

With £500m to invest, which People, what Property, and which Place would Marcus choose?

Enjoying the show?

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The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire.

If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn.

#realestate #property #podcast #privateequity

Jon Lurie, Founder of Realty Corporation, joins me on the People Property Place Podcast 🎙️ this week.

We talk through his journey from accidental landlord to managing billions at Goldman Sachs and Blackstone and why he decided to launch his own real estate investment firm.

We get into how Jon navigates cycles, build conviction-led investment themes, and why real estate is no longer guaranteed a spot in capital allocators portfolios.

If you're interested in private equity real estate, platform building, or contrarian value creation, this one's for you.

Key Topics Covered in This Episode:

· How inheriting a small office building and studying game theory shaped his thinking early on

· Badge collecting – the reasons for the moves, and lessons learnt for working at some of the worlds leading institutions

· How he survived the GFC at Goldman and what kept him in the room

· Reflections from building real estate platforms at scale across Europe at Blackstone

· How balancing asset-level detail and macro conviction has enabled outperformance

· Why he left Blackstone to launch Realty

· Why he believes in conviction-led investment strategies rooted in deep research

· What ties UK student housing, German distress, and data centres together

· Why real estate has lost its automatic seat in institutional portfolios and what it must do to win it back

And finally...

With £500m to invest, which People, what Property, and which Place would Jon choose?

Enjoying the show?

Follow and turn on notifications so you never miss an episode.

The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving Real Estate Investors a difficult choice, who to hire.

If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn.

Gawain Smart, CEO of International Campus Group, joins me on the People Property Place Podcast 🎙️ this week.

We talk through his journey from a legal career in Canada and Wall Street to running one of Europe's largest living sector platforms.

We get into what it takes to scale and professionalise a private equity-backed real estate business, how to lead through change, and what's coming next for European student and co-living assets.

If you're interested in operational real estate, business building, or managing complex international platforms, this one's for you.

Key Topics Covered in This Episode:

• Breaking free from early career inertia

• Moving from execution to leadership and why being a generalist matters

• What it really means to institutionalise a founder-led business

• Building the right team and why people issues make or break a CEO

• Growing ICG's AUM to a mammoth €1.9bn across Europe

• How to prioritise when everything feels urgent

• Co-living vs student housing and why ICG focuses on both

• The value of local teams in pan-European investing

• Structuring pan-European teams and deal flow and why patience is critical

• Why European PBSA is still in its infancy and where the real supply/demand gap lies

• Capital flows shifting into Europe and what's attracting investors right now

• How AI will reshape talent, workflows, and decision-making

And finally...

With £500m to invest, which People, what Property, and which Place would Gawain choose?

Enjoying the show?

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The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving Real Estate Investors a difficult choice, who to hire.

If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn.

Dean Harrison, Founder of Harleyford Capital, joins me on the People Property Place Podcast 🎙️ this week.

We explore his journey from a motocross-obsessed upbringing to building Harleyford Capital, a best-in-class institutional operating platform in one of the toughest real estate markets of the last decade.

Dean breaks down the discipline, grit, and mindset needed to build something from scratch. If you're thinking about launching your own platform, raising capital, or understanding how Dean and his partners got the platform off the ground, this one's worth your time.

Key Topics Covered In This Episode:

• How a year driving mid-box developer Jeff Penman of Tungsten Properties shaped his early ambitions

• Deans early career moves, and skills acquired to break into real estate private equity

• His 10-year career at InfraRed Capital Partners - its unique culture, approach and how it gave him outsized responsibility

• Honest reflections on the brutal challenges of launching the business

• Building a platform that institutional investors want to work with, and the Harleyford USP

• Getting up at 4:30am, cutting out alcohol, and the personal productivity shifts needed to go through the gears, building the business

• Going from standing start to putting £250m+ to work in 18 months

• What is New Economy Real Estate and what is the investment angle?

• What he looks for in institutional partners - and the three traits every hire at Harleyford must have

And finally...

With £500m to invest – which People, what Property, and which Place would Dean choose?

Enjoying the show?

Follow and turn on notifications so you never miss an episode.

The People Property Place Podcast 🎙️ is powered by Rockbourne – Giving Real Estate Investors a difficult choice of who to hire.

If you're serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn.

Revisiting: How Developers Are Becoming City Builders – with Morwenna Hall, COO, Related Argent

In this special recap episode, we revisit one of our most thought-provoking conversations — with Morwenna Hall, Chief Operating Officer at Related Argent.

As we reflect on the highlights from this episode, we explore how Morwenna redefines the role of the modern developer — far beyond bricks, leases, and rent reviews. From rebuilding schools and delivering healthcare infrastructure to cultural placemaking and tenant matchmaking, her insights challenge outdated models of real estate and asset management.

💡 Key themes in this recap:

• Why developers now have civic responsibilities

• The rise of cross-disciplinary teams in real estate

• How to stay relevant in a rapidly evolving industry

• Why curiosity and flexibility matter more than qualifications

• What makes someone indispensable in modern placemaking

If you missed the full conversation, this recap will give you a powerful snapshot. And if you've heard it before, this is your chance to revisit the big ideas — and reflect on how much the industry has already shifted.

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!

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►Business Enquiries: [email protected]

#RealEstate #Placemaking #UrbanDevelopment #Leadership #RelatedArgent #MorwennaHall #Proptech #PodcastRecap #CityBuilding #ModernDeveloper

Natan Lempert, Co-Founder and CEO of Built AI, joins me on the People Property Place Podcast 🎙️ this week.

We unpack his journey from investment banking in New York and London to real estate private equity, and ultimately founding Built AI - a platform using AI to streamline underwriting and asset management for institutional real estate investors and brokers.

Having been a practitioner, Natan brings deep technical knowledge and has a strong entrepreneurial mindset. If you're a leader currently looking at your business, working out how you can utilise AI products to streamline decision making this one's for you.

Key Topics Covered In This Episode:

· His origin story, growing up in the 90

· His early career moves, in investment banking at Baupost, Goldman Sachs, and Citigroup

· Transitioning into real estate, principal investment gaining value add & opportunistic deal experience across Europe

· The "1-minute on a Friday" story that inspired Built AI's creation

· What is Built AI, what does it do, and who uses it?

· How Built AI enables Investors to screen deals rapidly, removing the inefficiencies and grind of manual underwriting at scale

· Advise to investors looking at tech adoption & why you shouldn't build products in-house

· The future of AI agents in real estate and autonomous task management

· His vision for Built AI as the operating system for real estate professionals

· What the investment manager of the future might look like

And finally…

With £500m to invest - which People, what Property, and which Place would he choose?

Enjoying the show?

Follow and turn on notifications so you never miss an episode.

The People Property Place Podcast 🎙️ is powered by Rockbourne - Giving Real Estate Investors a difficult choice of who to hire.

If you're serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn.

Keith Breslauer, Managing Director & Senior Partner at Patron Capital Partners, joins me on the People Property Place Podcast this week. Please note that this conversation was originally released on the 18th July 2024, and we have decided to re-release it given the recent news that Mitsubishi Estate Co. has acquired a majority stake in European private equity property fund manager Patron Capital. In this conversation, we trace Keith's journey from a self-funded entrepreneur in New York to building one of Europe's leading opportunistic real estate investment firms - Patron Capital Partners, with over €5.4bn raised across 17 countries. Keith is honest, reflective, and deeply driven by purpose. He doesn't shy away from the challenges and lessons learned from nearly three decades in private equity real estate. If you're interested in real estate fund management, distressed investing, fundraising, or leadership driven by long-term thinking and values, this episode is jammed packed full of wisdom. Key Topics Covered In This Episode: • Early career lessons and building a software business to fund his education • How a career in secured credit at Lehman Brothers led him into European real estate • Why he left Lehman to start Patron and how he raised his first fund • What made Patron's hybrid local partner model so effective across Europe • Alignment between LPs, Patron's internal team, and local operating partners • Why discipline on leverage preserved Patron's position through GFC and COVID • What he learned from raising and deploying seven funds • We discuss the most recently €860m raise for Fund VII • The opportunity set today - distress, ESG, supply-demand mispricing • Fund structure, deal sizing, and where specifically Patron deploys it capital • The evolution of his investor base and the shift away from US LPs • How political and macro uncertainty is affecting decision-making • Reflections on legacy, purpose, and why charity work has become so central to him And finally… With £500m to invest – which People, what Property, and which Place would he choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast is powered by Rockbourne – Giving Real Estate Investors a difficult choice of who to hire. If you're serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn. #realestate #privateequity #property #fundmanagement #podcast