All Together Now: How investors are navigating today’s fluid capital markets

The Weekly Take from CBRE

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1
Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

منذ 1 day1:14:43

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1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying math that powers modern machine learning to help everyone grasp this technology impacting our lives, even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

منذ عام واحد 32:42

MP3•منزل الحلقة

CBRE Capital Markets specialists offer insights on debt availability, capital flows, sector fundamentals and deal pricing, while our Chief Economist comments on the economic outlook.

Insights to Share:

Uncertainty about the direction of interest rates continues to hamper commercial real estate investment activity.
Industrial and multifamily are facing softening fundamentals, but remain historically solid.
Office continues to be split between the best assets and most of the rest and retail is growing in importance to institutional investors.
Maintaining strong relationships with lenders is always critical, but especially so now.

243 حلقات

#Business News #News #CBRE #MBA #Trading #Business #Real Estate

The Weekly Take from CBRE

All Together Now: How investors are navigating today’s fluid capital markets

The Weekly Take from CBRE

36 subscribers

published منذ عام واحد

MP3•منزل الحلقة

CBRE Capital Markets specialists offer insights on debt availability, capital flows, sector fundamentals and deal pricing, while our Chief Economist comments on the economic outlook.

Insights to Share:

Uncertainty about the direction of interest rates continues to hamper commercial real estate investment activity.
Industrial and multifamily are facing softening fundamentals, but remain historically solid.
Office continues to be split between the best assets and most of the rest and retail is growing in importance to institutional investors.
Maintaining strong relationships with lenders is always critical, but especially so now.

243 حلقات

#Business News #News #CBRE #MBA #Trading #Business #Real Estate

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The Weekly Take from CBRE

1
New Madrid: Investment capital eyes a rising southern Europe star 37:15

منذ 4 أيام37:15

37:15

Stoneshield Capital’s Juan Pepa and CBRE's Adolfo Ramirez-Escudero discuss Spain's economic renaissance, which has engendered bountiful investment opportunities. Share these insights about investment opportunities in Spain: Spain has great fundamentals : Gone are the dog days following the Global Financial Crisis. Spain's high economic growth rate has made it an attractive investment destination. Focus on alternative real estate sectors : Some of Spain’s strongest sectors are student housing, life sciences and seniors housing. Renewable energy is in demand : Interest in energy and sustainable infrastructure, particularly around data centers and the industrial sectors, is high. Big pharma has a big presence : A consolidation of big pharma companies makes the region attractive for life sciences investment. It’s a business-friendly environment : Incentive programs and a supportive regulatory environment has drawn inbound capital.…

The Weekly Take from CBRE

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The Comeback: Opportunities abound in San Francisco 34:27

منذ 11 يومًا34:27

34:27

This week we shine a spotlight on San Francisco, a market that is showing increasing signs of shaking off the post-pandemic doldrums. Listen to a wide-ranging discussion as The Bay Area Council's Jim Wunderman and CBRE's Joe Wallace explore the growing impact of AI on local economy and real estate market, opportunities across sectors, public-private collaborations and the city's budding revival. Share these insights from this week’s episode: Tech and AI Potential : The growth of AI is contributing to an economic revival in San Francisco. Office-Space Dynamics : Office leasing improved notably in San Francisco in Q4 2024, driven by its strong tech tenant base. Housing Development : Increasing the availability of affordable housing is vital for maintaining the city's workforce and economic growth. Infrastructure Improvements : Enhancing transportation—including the city’s historic trolley—and other infrastructure systems will support the region's growth. Cultural and Tourism Appeal : San Francisco's unique culture, diversity and lifestyle continue to attract talent and investment.…

The Weekly Take from CBRE

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More Than a Feeling: The business value of a desirable workplace 39:28

منذ 18 يومًا39:28

39:28

Jamie Hodari, CBRE's CEO of Building Operations & Experience, spotlights where he sees the biggest opportunity across commercial real estate: workplace experience. He discusses how a company’s space can attract tenants and enhance the employee experience, enriching people’s lives and increasing business effectiveness. Share these insights from this week’s episode: Everything is operational real estate: Real estate companies are evolving from asset focused businesses to operating platforms, requiring high-quality management relentlessly focused on workplace experience. AI and data utilization are no longer nice-to-haves: Using AI to manage and interpret data is crucial for optimizing building operations. Markets are adapting to accommodate hybrid work models with flexible office usage: Urban markets especially put significant emphasis on making downtown areas vibrant. Finance institutions are catching up: The finance industry must recognize and adapt to the operational nature of modern real estate. Flight-to-quality is expanding: The focus for landlords and occupiers will increasingly be on creating spaces that people find enriching and valuable, not just functional.…

The Weekly Take from CBRE

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Here to Stay: A look at extended-stay hotels 39:33

منذ 25 يومًا39:33

39:33

With a twist on the conventional lodging business model, Extended Stay America (ESA) has seen impressive growth in recent years. ESA CEO Greg Juceam discusses managing its real estate portfolio and provides insights on the business of long-term accommodations. Share these insights from this week’s episode: Investment Potential : The extended-stay lodging segment offers a resilient and growing opportunity, particularly in secondary and tertiary markets. Operational Simplicity : Extended-stay hotels can benefit from streamlined operations and less labor requirements. Scalability : ESA’s model combines ownership and franchising, enabling multiple avenues for growth and scalability. Diversified Demand : The diverse range of guest demand drivers -- from construction crews to long-term healthcare treatments to digital nomads -- tends to support stable occupancy rates. Strategic Expansion : ESA’s focus on new builds and strategic acquisitions positions it well for future growth, even in challenging capital markets.…

The Weekly Take from CBRE

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We Are Family: Private capital funding and family offices 41:38

منذ 5 weeks41:38

41:38

High-net-worth individuals and family offices can be a lucrative, though difficult-to-access source of real estate investment capital. BNY Mellon's Boryana Zamanoff and CBRE's Zaahir Syed and Compie Newman discuss how to tap into funding from family offices and the strategies these investors are employing under current real estate market conditions. Significant Pool of Capital : Family offices and high-net-worth individuals collectively represent hundreds of billions of dollars seeking real estate investment opportunities. Access and Relationships : Family offices often do not entertain unsolicited approaches. It's crucial to build trusted relationships with their advisors who act as gatekeepers. Investment Preferences and Structure : Family offices often prefer direct investments and opportunities where they can have more control and flexibility. Market Conditions and Opportunities : High interest rates and current market conditions have prompted family offices to invest cautiously with a focus on data centers, logistics and housing. Evolving Preferences : The preferences of the next generation are critical considerations. Younger family members often prioritize impact investing and newer asset classes.…

The Weekly Take from CBRE

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Just in Case: Insurance and the strategies of risk management 52:17

منذ 6 weeks52:17

52:17

Industry experts address the critical topic of property and casualty insurance, a topic that is acutely relevant amid the devastating fires in Los Angeles. AON’s Ryan Barber, Walton Street Capital’s Raphael Dawson and CBRE’s Chris Nassa discuss approaches that can help commercial real estate owners manage risks and stem rising costs. Share these insights from this week’s episode: Innovative Modeling: Property owners should adopt a sophisticated approach to risk management, using advanced tools and models to inform their insurance decisions. Captive Insurance : Owners with large portfolios should consider captive insurance and other programs to manage costs and realize profits. Data Accuracy : Providing detailed and accurate information about properties can significantly impact insurance modeling and premiums. Stay Informed : Companies should designate an in-house expert dedicated to staying informed about insurance market trends and innovations crucial for effective risk management.…

The Weekly Take from CBRE

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Georgia on My Mind: Why global brands, tech talent and Hollywood are flocking to Atlanta 37:56

منذ 7 weeks37:56

37:56

Hala Moddelmog of the Woodruff Arts Center and CBRE’s Nicole Goldsmith discuss Atlanta's economic and cultural development, highlighting the role of diverse talent, sports, the arts and entertainment and a welcoming business climate in its rise. Share these insights from this week’s episode: Corporate support, cultural institutions and educational resources fuel Atlanta's economic development. The growing preference for mixed-use environments and high-amenity office spaces has attracted global brands and talent. Major sporting events like the 2026 FIFA World Cup and strategic urban development projects will continue to shape Atlanta's global standing. Addressing infrastructure challenges, particularly in the transit system, are key to supporting future growth. One of the most educated cities in the U.S., Atlanta’s ability to retain its diverse, highly skilled workforce is critical for sustained success.…

The Weekly Take from CBRE

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Stronger: Two leading economists on what’s ahead for real estate in 2025 46:30

منذ 8 weeks46:30

46:30

What will 2025 hold for the global economy and real estate? Selma Hepp, CoreLogic Chief Economist, and Richard Barkham, CBRE Global Chief Economist, discuss where they see opportunities and challenges and a few things to keep an eye on. Share these insights from this week’s episode: Despite continued high interest rates, the economy is expected to perform well in the near term, driven by a resilient consumer. Housing sales are expected to remain subdued due to persistently high mortgage rates and ongoing affordability Issues. Real estate is at the beginning of a new cycle with retail and industrial particularly well positioned. Increased insurance costs and property taxes have exacerbated housing affordability challenges.…

The Weekly Take from CBRE

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Into the Mystic: WSJ’s ‘most accurate forecaster’ on where the economy is headed [encore - 06.10.24] 38:50

منذ 9 weeks38:50

38:50

Back in June, Belinda Román, 2023’s most accurate forecaster, according to The Wall Street Journal , and CBRE Econometric Advisors’ Dennis Schoenmaker opine on the art, science and technology involved in predicting the ebbs and flows of the global economy. Insights to Share: Belinda Román, Associate Professor of Economics at St. Mary’s University, expects GDP growth of 3% this year. CBRE EA’s Dennis Schoenmaker expects GDP to hover around 2%. Even with slower economic growth, there will be opportunities in commercial real estate. Regional, national and global forecasting requires a deep understanding of the available data. In commercial real estate, where information has historically been opaque, future forecasting can be enhanced by AI.…

The Weekly Take from CBRE

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Back in Time: Reflections on 2024 21:14

منذ 10 weeks21:14

21:14

It's that time of year - when we reflect on milestone moments of our fifth season. 2024 had some major themes including artificial intelligence's impact on commercial real estate, office conversions, evolving market conditions—and re-examine them all, as well as take our beginning-of-the-year economic forecasts to task to see how it turned out.…

The Weekly Take from CBRE

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Wide Open Spaces: Shaping the Future of Dallas 30:31

منذ 11 weeks30:31

30:31

Dallas is a dynamic, fast-evolving city whose diversified economy and business friendly policies make it an attractive place for investors and companies. Longtime Dallas developers Lucy Billingsley and Lucy Burns offer insights into the city’s future. Share these insights from this week’s episode: Dallas offers plentiful industrial and multifamily real estate opportunities thanks to its rapid growth and economic diversification. Investors and businesses benefit from Dallas' pro-business policies and relatively low tax burdens. Demand for convenience and amenities is driving the trend toward master-planned communities that offer live-work-play environments. Dallas’s growth hinges on continuing infrastructure investment, including transportation and public services to support its expanding population.…

The Weekly Take from CBRE

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Unwritten: Secrets to a thriving CRE career 24:31

منذ 12 weeks24:31

24:31

Commercial real estate offers many different career paths. Learning how to overcome challenges and finding the right mentors are key to success in all of them. Trailblazing executives including Laura Clark (Rexford Industrial), Barbara Perrier (CBRE) and Elisabeth Troni (CBRE Investment Management) shared personal anecdotes and sage advice during CBRE’s recent Power of WE conference. Share these insights on pillars of a successful CRE career: Lead with integrity: Making decisions that may be contrary to your immediate financial gain builds trust and loyal, long-term clients. Seek out mentors and feedback: Mentorship is crucial for career development and informal feedback fosters skill enhancement. Challenge the status quo: Questioning traditional norms can lead to progress and achievement. Say yes to new challenges and opportunities. Balance flexibility with visibility in the workplace: Flexible work arrangements can be beneficial, but being present in your professional environment is also key to advancement. Favor unity over separation of your work-life: Completely separating professional and personal time is hard, whereas embracing work-life unity means emphasizes purposeful engagement while in both spheres.…

The Weekly Take from CBRE

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On Top of The World: Mary Ann Tighe on the future of real estate in New York City 38:47

منذ 13 weeks38:47

38:47

Mary Ann Tighe, CEO of CBRE's New York Tri-State Region, discusses Manhattan's ongoing transformation. Drawing on decades of commercial real estate deal-making experience, Mary Ann discusses the resurgent office leasing market, office-to-residential conversions and long-term opportunities. Anticipated Market Transformation : Investors should prepare for a major shift in New York’s office market, reminiscent of the historic changes that occurred in the 1920s. Long-Term Leases : Despite the rise of remote work, many New York City businesses want to sign long-term leases due to the high costs and complexities of space renovation. Investment Opportunities : New York has significant opportunities to convert antiquated office buildings into residential or mixed-use properties. Government Incentives : Understanding and leveraging government tax incentives can be crucial in making redevelopment projects financially viable. Cultural Edge : New York's creative energy and foremost cultural and social amenities remain a strong draw for people, businesses and capital. This enables the City's resilience and continuous evolution.…

The Weekly Take from CBRE

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The Points Guy on maximizing brand loyalty programs [Encore - 7/22/24] 36:08

منذ 14 weeks36:08

36:08

Over 12 million people a month check The Points Guy for tips on making the most of their travel experiences. Brian Kelly, TPG himself, teams up with CBRE’s Hotel Research lead Rachael Rothman to explore the latest trends in loyalty programs, what hotel brands can learn from airlines and credit cards, and how you can get into that airport lounge. Insights to Share: Loyalty programs are growing in importance to operators of hotels, airlines and credit cards, many of whom have partnered to increase brand awareness and reach. The proliferation of loyalty program participation is, in some cases, diluting the benefits, but savvy consumers can maximize points by having flexible travel dates and using websites such as point.me to compare redemption value at different airlines and hotels. One way to create brand loyalty is to provide flexibility and a customized experience. Instead of waiting until guests arrive, hospitality brands should reach out in advance and offer access to local guides, spas and restaurants.…

The Weekly Take from CBRE

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Where We Are: AI, tech employment and office demand 37:38

منذ 15 weeks37:38

37:38

Two tech talent experts—New Enterprise Associates’ Darcy Casarella and CBRE’s Colin Yasukochi—discuss where to find highly skilled tech workers, the role of venture capital in shaping tech hubs and AI’s influence on office space demand. Share these insights from this week’s episode: 1. Strategic Location Strategy: Emerging tech markets in the Midwest and Southeast can offer significant cost advantages with their growing tech talent pools. 2. AI and Talent Focus: Prioritizing AI capabilities to drive innovation and growth will mean finding and upskilling talent quickly across both tech and non-tech companies. 3. Concentrated Venture Funding : Venture firms are creating a network effect by investing in new businesses in traditional tech hubs like San Francisco and Manhattan. Understanding the flow of venture capital can help predict the cities in which real estate demand will grow.…

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