Rich Hill

Dr. Lindsay Newman, geopolitical risk analyst at GZero Media and King's College fellow, discusses US‑Iran talks and regional military posture. Rich Hill, head of real estate strategy at Principal, explores CRE sector dispersion, housing mismatches, and data center nuances. Richard Clarida, former Fed vice chair and PIMCO advisor, covers monetary policy, Fed decision dynamics, and Treasury yield moves.

Rich Hill, senior managing director and global head of real estate research and strategy at Principal Asset Management, shares concise market-savvy perspective. They discuss public versus private valuations, growth of build-to-rent and institutional shifts in single-family rentals. Conversation covers apartment buy boxes, student housing risks, and where rental housing investment opportunities may emerge next.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses the Fed's tricky policy choices amid market volatility. Yelena Shulyatyeva, Senior U.S. economist at the Conference Board, analyzes September’s delayed jobs report and its inflation implications. Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors, shares insights on the robustness of current market valuations and sector strategies. Rich Hill, Global Head of Real Estate Strategy, explores trends in commercial real estate and the complexities of office-to-residential conversions.

Rich Hill, the global head of real estate research at Principal Asset Management, shares insightful perspectives on the current REIT landscape. He highlights the importance of incorporating listed REITs into private portfolios to enhance stability and optimize returns. Hill discusses global opportunities in diverse sectors like data centers and senior housing, emphasizing their potential amid market dislocation. He advocates for a strategic 10% to 30% allocation to listed REITs, reinforcing their role in navigating the evolving commercial real estate market.

Rich Hill, Global Head of Real Estate Strategy at Principal Asset Management, shares his expertise overseeing $100B in real estate. He addresses why the office sector isn’t as doomed as many think, featuring shifting investor sentiments and rising originations. Rich also dives into the data center boom, outlining the risks and rewards driven by AI. He clarifies misconceptions around housing shortages and discusses evolving return expectations amid a transformed market landscape, bringing necessary clarity to an often chaotic industry.