The PERE podcast

Surviving an AI bubble: Goodwin Gaw’s private real estate resilience plan

In this episode of The PERE Podcast, Goodwin Gaw, co-founder of Gaw Capital, shares his insights on how real estate investors can capture the upside of AI-led growth, while staying defensive against its risks.

Great outdoors: Brookfield treks back into IOS with $1.2bn deal

The PERE Podcast highlights growing institutional appetite for exposure to outdoor storage portfolios, with insights from Realterm CIO Price Booker.

What a pullback on Saudi mega-projects means for GCC real estate

The PERE Podcast highlights the Middle East’s rise as a destination for global real estate capital and the region’s shifting market dynamics, with insights from Sousou Partners’ Ghada Sousou.

‘A real coup’: GIC mega-deal puts net lease strategies back in the spotlight

The PERE Podcast breaks down the Singapore wealth fund’s $1.5bn JV with sale-leaseback specialist Realty Income, the latest in a wave of capital formation targeting net-lease property portfolios.

‘A more discerning market’: What’s driving real estate’s fundraising upswing

The PERE Podcast breaks down a budding recovery in real estate capital formation, with insights from Bain Capital’s Ryan Cotton.

‘The market will not change overnight’: Recovery drags in 2026 as geopolitical strife persists

Hines’ David Steinbach joins The PERE Podcast to discuss real estate’s cautious outlook for the year ahead.

Real estate equity in 2025: Deals, deployment and the road ahead

In the year’s final episode of The PERE Podcast, the team breaks down the defining deals, shifting fundraising dynamics and key market trends of the last 12 months.

Real estate credit in 2025: The stories and trends that moved the market

In part one of a two-part series, The PERE Podcast looks at the top headlines from across 2025. This week, the team focuses on the major stories in real estate credit.

‘An abundance of capital’: Competition heats up in Europe’s lending markets

The PERE Podcast breaks down Real Estate Capital Europe’s annual Active Lenders list with perspective from Leumi UK’s Peter Clayton.

Regional retrenchment: ‘Financial engineering trumping local knowledge is over’

This episode of The PERE Podcast discusses ICG’s retrenchment from Asia, following a line of Western managers doing the same. We also speak to Goodwin Gaw, chairman of Gaw Capital, about his views on the current trend and the firm’s renewed focus on the region.