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The PERE Podcast

The PERE Podcast

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Private‑equity real estate formation, fundraising, valuations and strategy with PERE’s editorial team.

Recent Posts

No More 'Easy Trades': REIT Take-Privates Could Slow in Reshaped Market
Podcast•Feb 27, 2026•23 min

No More 'Easy Trades': REIT Take-Privates Could Slow in Reshaped Market

The episode examines the recent slowdown in REIT take‑private activity as market conditions improve, highlighting the $3.4 billion Affinius Capital acquisition of Varus Residential REIT as a benchmark. Guests Jonathan Brass, Sarah Marks, and Matthew Norris explain that higher valuations, abundant dry‑powder, and stronger board positions are reducing the discounts that once fueled aggressive privatizations, especially in residential and industrial sectors. They note that while large managers like Blackstone still keep privatizations on their radar, the pool of viable targets has shrunk to roughly 7% of U.S. REITs, prompting a shift toward equity offerings and other growth strategies. The discussion underscores a broader transition from opportunistic buy‑outs to more selective, growth‑oriented capital deployment.

By The PERE Podcast
Viva Loans Vegas: Blackstone's $3bn Re-Up for The Cosmopolitan Signals High-Tier CMBS Conviction
Podcast•Feb 20, 2026•21 min

Viva Loans Vegas: Blackstone's $3bn Re-Up for The Cosmopolitan Signals High-Tier CMBS Conviction

The episode examines Blackstone’s $3.05 billion CMBS refinancing of The Cosmopolitan in Las Vegas, highlighting the surge in high‑quality hospitality securitizations and the city’s enduring appeal to institutional investors. Guests Randy Plavajka and Shihao Feng explain how post‑pandemic destination resilience and a growing...

By The PERE Podcast
Surviving an AI Bubble: Goodwin Gaw's Private Real Estate Resilience Plan
Podcast•Feb 13, 2026•14 min

Surviving an AI Bubble: Goodwin Gaw's Private Real Estate Resilience Plan

In this 14‑minute excerpt, Goodwin Gaw, co‑founder of Gaw Capital Partners, examines how the massive AI spending surge—projected at $650 billion by tech giants—could create a bubble that impacts private real‑estate markets, especially data‑center assets. He argues investors should balance AI‑driven...

By The PERE Podcast
Why European Real Estate Credit Looks Safer than Equity in the New Cycle
Podcast•Feb 10, 2026•20 min

Why European Real Estate Credit Looks Safer than Equity in the New Cycle

In this episode, Clark Coffee, CIO of AllianceBernstein’s European commercial real estate debt business, explains how the European real estate market is transitioning after a reset in values and the end of ultra‑low borrowing costs. He argues that debt now...

By The PERE Podcast