(Featuring Paula Campbell Roberts, Managing Director, Global Macro, Balance Sheet and Risk and Real Estate Americas, KKR)

During times of constant change—especially over the past several months—many of us are having our core ideas or investment theses constantly challenged or contradicted, partly because we're working with limited information. What's the data we should track to understand what happens next?

https://www.afire.org/podcast/changecast/

On any given day over the past several months, we might find ourselves thinking that the office is dead, or that the future is exurban, or that inflation will worsen. And the next day, we find ourselves convinced that the opposite is true.

For those in commercial real estate who let data guide our thinking, the pandemic has erased old precedents and trends, and shaken the foundations of long-term strategic thinking. How is recovery happening on a nationwide level? Are cities losing their economic supremacy? What are the implications of an ongoing pandemic on migration and consumer habits?

On this episode of the AFIRE Podcast, Paula Campbell Roberts, Managing Director, Global Macro, Balance Sheet and Risk and Real Estate Americas for KKR, shares her insights on economic recovery, urban population shifts, and real estate trends—including how investors and decision-makers can look past the headlines and towards the fundamentals that matter, especially during times of prolonged uncertainty.