Between an upheaval of migration in and out (and back in again) to urban centers, real estate markets have weathered unprecedented disruptions following the pandemic. As markets settle into a new normal of higher for longer cost of capital, how can investors balance underperforming office assets alongside growing opportunities in industry and infrastructure? Can we count on interest rate cuts to save the sector? What unforeseen headwinds and untapped opportunities should investors look for? 

Moderator

Erik Schatzker

Editorial Director, Bloomberg New Economy

Speakers

Kathleen McCarthy

Global Co-Head of Real Estate, Blackstone

Al Rabil

CEO, Kayne Anderson Capital Advisors

David Steinbach

Global Chief Investment Officer, Hines

Barry Sternlicht

Chairman and CEO, Starwood Capital Group