Podcast | Intelligent Investment

Keep the Faith: Despite uncertainty, opportunity in real estate investment

July 25, 2023 29 Minute Listen

TWT Module S4E28

Talk to us

In this episode of The Weekly Take, PIMCO’s John Lee and CBRE’s Chris Ludeman join Spencer Levy to discuss the current state of the capital markets, the impact of the Federal Reserve's continued interest rate hikes and potential opportunities amid uncertainty.

Keep the Faith: Despite uncertainty, opportunity in real estate investment

July 25, 2023 29 Minute Listen

Every episode in your inbox

Unique insights on what matters most today in commercial real estate.


Key Takeaways:

  1. The rise of interest rates to tame inflation has markedly reduced real estate investment activity.
  2. Just as with previous interest rate cycles, opportunities for significant wealth creation will emerge.
  3. Anticipating market opportunities will be critical to success in the capital markets space.

Guests

Photo of John Lee

John Lee

Executive Vice President, PIMCO

Mr. Lee is an executive vice president and portfolio manager in the Newport Beach office, where he leads the team responsible for U.S. commercial real estate asset management. Prior to joining PIMCO in 2013, he was with the private equity real estate firm Canyon Capital Realty Advisors as portfolio manager for two institutional separate account vehicles. Previously, he held positions with O’Connor Capital Partners, Trammell Crow Company and Bain and Company. He has 22 years of investment experience and holds an MBA from Harvard Business School and a bachelor’s degree from UCLA.

Photo of Christopher R. Ludeman

Christopher R. Ludeman

Global President, Capital Markets

Chris Ludeman is Global President of Capital Markets for CBRE. Chris drives the company’s advisory business for investors, including responsibility for equity sales, debt & structured finance and real estate investment banking, both globally and in the Americas. In 2021, the company was the intermediary for $450 billion in capital markets engagements, including $90 billion in debt financing. He serves as a member of the Global Operating Committee and the Americas Operations Management Board.

Host

Photo of Spencer Levy

Spencer Levy

Global Client Strategist & Senior Economic Advisor, CBRE

Spencer Levy is Global Client Strategist and Senior Economic Advisor for CBRE, the largest commercial real estate services firm in the world. In this role, he focuses on client engagement and public-facing activities, including thought leadership work performed in conjunction with CBRE Research. He also serves as Co-Chair of the Real Estate Roundtable’s Research Committee.

Related

Search All Episodes

Search and filter episodes by Industry and Property Type