The Pere Podcast

‘It’s a really solid asset class’: Private capital warms to affordable housing

The PERE Podcast spotlights investors’ growing conviction for strategies that address one of real estate’s most undersupplied sectors, featuring MSquared founder Alicia Glen.

PERE America 2025: ‘Everyone will have an opportunity to outperform’

This year’s delegates heard exuberant statements from managers amid a belief that the worst for private real estate capital markets is ‘in the rearview mirror.’ Not everyone is convinced.

The ‘$1 trillion club’: Evolving capital markets create a higher tier of managers

This episode of The PERE Podcast looks at how a quest by private markets’ biggest managers to service private wealth and insurance capital alongside institutional investors is creating a set of industry behemoths.

Understanding synthetic risk transfers, the financial tool reshaping real estate lending

Synthetic risk transfers are being embraced by real estate bank lenders, helping them to free up capacity for more lending. The PERE Podcast team breaks down how this financial tool works, and why its increasing use is good news for borrowers.

Is real estate’s allocation slide a brief dip or a sign of a larger rebalancing?

Hodes Weill’s Doug Weill joins The PERE Podcast to break down a historic reversal in institutional portfolio weighting and what it means for the sector’s future.

Real estate credit finds its footing as markets recalibrate

In this podcast, Bravo Capital CEO Aaron Krawitz discusses how private credit is stepping in to finance multifamily and healthcare projects across the US amid tightened regulation and a retreat by traditional lenders.

‘Fox in the henhouse’: Blackstone’s UK REIT push takes a surprising turn

The PERE Podcast examines the mega-manager’s unexpected deal with Tritax Big Box, the same firm it outlasted in a bidding war for London-listed Warehouse REIT just weeks ago.

Defense spending and real estate: Insights from Expo Real

The PERE Podcast breaks down property investors’ main reason for optimism at the Munich conference this week: a NATO-driven market resurgence.

Growth reversed: Declines hit real estate’s top allocators

The PERE Podcast breaks down a turning point for the Global Investor 100 ranking with guest Dimme Lucassen of Evercore.

Europe’s real estate reset: Capital flows and credit bring cautious optimism

As global investors weigh reallocating portfolios, the European market is entering a new cycle of opportunity, say Arrow Global’s Jay Patel and Cain International’s Arvi Luoma in this PERE Podcast.