EP38 - Capitalizing on shifts in commercial real estate

Rich Hill, SVP and Head of Real Estate Strategy and Research at Cohen & Steers, joins the show. With more than 23 years of experience in commercial real estate, Rich has cultivated a strong appreciation for approaching the market with a strategic, data-driven mindset, utilizing research and alternative data to identify valuable investments, especially in a shifting landscape.

Rich discusses the generational opportunity to acquire private real estate as valuations fall, the stabilizing of transaction volumes, and the evolving role of debt markets. Rich also underlines the importance of diversifying portfolios with public and private investments, and shares his perspective on rising distress as a bullish signal for market entry.