Institutional Real Estate, Inc. Podcast

Mitesh “Mit” Shah, CEO of Noble Investment Group, has invested around $4 billion in the U.S. hotel business through his organization’s real estate funds. He talks about his past and present strategies, why so many real estate investors leave the hotel/hospitality property type out of their portfolios, and why the select-service and extended-stay segments of the hotel business offer such good opportunities. Shah is also part of the ownership group that controls the Atlanta Hawks, the franchised rated as having the No. 1 fan experience in the NBA. (03/2020)

Mitesh “Mit” Shah, CEO of Noble Investment Group, has invested around $4 billion in the U.S. hotel business through his organization’s real estate funds. He talks about his past and present strategies, why so many real estate investors leave the hotel/hospitality property type out of their portfolios, and why the select-service and extended-stay segments of the hotel business offer such good opportunities. Shah is also part of the ownership group that controls the Atlanta Hawks, the franchised rated as having the No. 1 fan experience in the NBA. (03/2020)

More investors have steered toward private debt in recent years, adding a new category to their asset mix. The asset class offers the potential for attractive yield and portfolio diversification as concerns about economic uncertainty rise, particularly since the coronavirus outbreak. Laura Catalino, author of a recent column on the topic, and senior vice president of investor relations at M360 Advisors, joins the program to discuss the trend. (02/2020)

Ardian and Fabernovel have jointly released a report titled The Augmented Infrastructure that argues we need to consider a holistic approach to infrastructure during the 21st century, one that encompasses human, environmental and technological variables to establish them as an interconnected ecosystem. One of the report’s co-authors, Mathias Burghardt, head of infrastructure activity at Ardian, joins the program to elaborate on the report. (02/2020)

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Fred Fern, founder and CEO of Churchill Management Group. Fern’s cover profile appears in the March 2020 edition of Real Assets Adviser. (02/2020)

Is there any bigger social problem today than the lack of affordable housing? It is a global crisis — so much so that affordable housing was on the agenda at the 2020 World Economic Forum in Davos, Switzerland. Among the people on the ground in Davos was a person looking to put a dent in the affordable housing problem with the backing of 58 high-net-worth families, is our guest. Randy Norton of Green Mesa Capital, and chairman of MultiGreen Properties, a real estate operating company seeking to attack the affordability problem right here in the United States. (02/2020)

Is there any bigger social problem today than the lack of affordable housing? It is a global crisis — so much so that affordable housing was on the agenda at the 2020 World Economic Forum in Davos, Switzerland. Among the people on the ground in Davos was a person looking to put a dent in the affordable housing problem with the backing of 58 high-net-worth families, is our guest. Randy Norton of Green Mesa Capital, and chairman of MultiGreen Properties, a real estate operating company seeking to attack the affordability problem right here in the United States. (02/2020)

Is there any bigger social problem today than the lack of affordable housing? It is a global crisis — so much so that affordable housing was on the agenda at the 2020 World Economic Forum in Davos, Switzerland. Among the people on the ground in Davos was a person looking to put a dent in the affordable housing problem with the backing of 58 high-net-worth families, is our guest. Randy Norton of Green Mesa Capital, and chairman of MultiGreen Properties, a real estate operating company seeking to attack the affordability problem right here in the United States. (02/2020)

What is the current status of co-working in Asia? How did it get to this stage? Is the WeWork debacle co-working’s canary in the coal mine or strictly an example of excess? Where is co-working expected to be in five or 10 years? What does the trend mean for institutional real estate investors? Isaiah Usher, author of an article on the subject and vice president at Azimuth Global Partners, is our guest. (02/2020)

Marek Handzel, editor of Institutional Real Estate Europe, is back from the VIP Europe conference, a gathering that gives investors and managers opportunities to socialize with one another and discuss the most pressing issues of the day. We ask Handzel about the conference’s top takeaways. (02/2020)

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., back from VIP conferences in North America and Europe, and preparing to head to New York City for the company’s annual sponsor briefing, engages in a wide-ranging discussion about those events and other topics. (02/2020)

New in-store technologies are being used by traditional retailers in their battle to retain market share against the onslaught of e-commerce retailers, giving shoppers a new and more engaging experience. Jamie Sabat, director of trends and consumer forecasting at Streetsense, and Meghann Martindale, head Global Head of Retail Research for CBRE, have coauthored a report detailing some of these technologies and their impact. They join us to discuss their report about brick-and-mortar shopping today and going forward. (02/2020)

New in-store technologies are being used by traditional retailers in their battle to retain market share against the onslaught of e-commerce retailers, giving shoppers a new and more engaging experience. Jamie Sabat, director of trends and consumer forecasting at Streetsense, and Meghann Martindale, head Global Head of Retail Research for CBRE, have coauthored a report detailing some of these technologies and their impact. They join us to discuss their report about brick-and-mortar shopping today and going forward. (02/2020)

Imagine renovating an occupied apartment unit in a single day, replacing the entire kitchen, the majority of bathroom components, lighting fixtures and door hardware throughout the apartment, all while the resident is at work. Now, imagine renovating three to four occupied apartments in one day — as well as an entire apartment community of 360 units in less than six months, without any increase to vacancy levels. There is an investment advisory firm doing exactly that. Our guests, John Gochberg and Zach Goldman, managing principals at TGM Associates, explain the process. (02/2020)

What is the current state of EV-charging infrastructure? What cities are models for EV charging points? How can a good network of charging stations boost a city’s reputation? Who pays? Who invests? Dominic Taylor, an energy and transportation specialist with Arup, is our guest. (02/2020)