Leading Voices in Real Estate

In this episode of Leading Voices in Real Estate, host Matt Slepin sits down with Justin Pattner, Head of Real Estate Equity, Americas at KKR, for a wide-ranging conversation recorded on February 26. The discussion explores the major forces shaping today’s real estate investment landscape, including global capital flows, the evolution of REITs in comparison to private equity and traditional real estate investment managers, and the role of operating platforms versus partnerships with external operators.Matt also shares his perspective as both a recruiter and interviewer, emphasizing that the most authentic insights into leadership often emerge not from scripted responses, but from the open space within longer, more candid conversations. Through this lens, his discussion with Justin moves fluidly across KKR’s real estate strategy, the firm’s investment approach, how it differentiates itself in the market, and Justin’s role within the broader platform.The episode blends industry expertise with a thoughtful exploration of leadership, culture, and the passion that drives professionals across the real estate sector.

Lew Horne, a CBRE exec who organized private-sector recovery workstreams, and David Waite, a land use attorney who led permitting and technical rebuild recommendations. They discuss permitting pace and certificate shortfalls. They cover the Builders Alliance formation, self-certification and AI plan-checking, insurance and cleanup standards, and the human toll of relocation and slow rebuilds.

In Part II of Leading Voices in Real Estate, host Matt Slepin continues his conversation with Roy March, CEO of Eastdil Secured, exploring what has made the firm a true powerhouse in the commercial real estate investment business.This episode moves beyond history to focus on the cultural DNA, client-first philosophy, and strategic discipline that have defined Eastdil’s success. Roy shares candid insights on leadership, the importance of language, and why he sees himself not as a broker but as an investment banker. His perspective highlights how mindset shapes positioning, credibility, and long-term impact.A central theme is the transformative merger between Eastdil and Secured Capital, and how the partnership between Roy March and Mike Van Konynenburg created a powerful synergy that elevated the firm to new heights. The conversation also places Eastdil within the broader competitive landscape, comparing its culture and focus with industry leaders such as CBRE, JLL, Cushman & Wakefield, and Newmark, as well as investment-focused firms including Walker & Dunlop, Berkadia, and Marcus & Millichap.The episode also touches on succession, industry evolution, and what may lie ahead as markets recover into the next cycle. For listeners interested in leadership, advisory businesses, and the evolving role of investment bankers in real estate, this conversation offers thoughtful perspective and practical insight.

In Part I of this two-part conversation, Leading Voices in Real Estate host Matt Slepin sits down with legendary Eastdil Secured CEO Roy March, joined by ZRG colleague Alan Walker, for a wide-ranging discussion on the evolution and institutionalization of the real estate industry. Recorded in Santa Monica, the episode traces Eastdil’s origin story and the broader transformation of real estate from the early 1980s through the Global Financial Crisis, offering essential context for understanding today’s global capital markets. March shares granular, firsthand stories from landmark transactions, including the sale of Equity Office Properties from Sam Zell to Blackstone, providing rare oral history from someone who was truly “in the room where it happened.” The conversation also explores what distinguishes great, value-add advisors, highlighting the role of wisdom, judgment, and storytelling in transactional businesses. Part II will dive deeper into Eastdil’s platform and what has made it one of the most dominant players in the global transactions marketplace.

Sonny Kalsi, CEO of BGO and co‑founder of GreenOak, brings decades of global real estate experience. He recounts leaving Morgan Stanley to start GreenOak, building BGO through growth and merger, and the platform choices behind scale. Discussions touch on housing as a top idea, data centers and cold storage strategies, capital flows, climate resilience, and leadership, culture, and long‑term thinking in real estate.

Tim Bodner, Global Real Estate Deals Leader at PwC, shares his expertise on long-term shifts in global real estate. He discusses how private markets are evolving to attract retail capital, the impacts on public REIT dynamics, and the rise of new investment products tailored for retail investors. Tim highlights the shift toward longer asset holding periods and the convergence of real estate with infrastructure sectors. He also addresses the global housing crisis, climate resilience, and how these factors shape enduring city characteristics.

In a captivating conversation, seasoned real estate executive Matt Slepin dives into industry evolution, tracing its shift from founder-driven 'cowboy' businesses to institutional platforms. He discusses the pivotal role of technology in scaling operations and enhancing profitability. With over 40 years of experience, Matt delves into the importance of culture in driving company value and offers career advice for aspiring leaders. He also shares personal anecdotes, revealing how music and partnership play important roles in his life.

Don Wood, President and CEO of Federal Realty Investment Trust, shares his expertise in retail and mixed-use properties, having led the firm since 2002. He discusses the evolution of the REIT landscape, emphasizing the shift from public REITs to private equity and the strategic role of joint ventures. Don highlights the resilience of grocery-anchored centers post-COVID and the importance of creating appealing destinations. He also reflects on the value of a strong operating platform and the necessity of a diverse leasing team to enhance tenant mix.

In this episode of Leading Voices in Real Estate, host Matt Slepin speaks with Jeremy Bromfman, CEO and founder of Lincoln Avenue Communities, one of the nation’s top affordable housing owners and developers. Founded in 2016, the company has quickly grown into a leading force addressing housing affordability across the country. The discussion focuses on how Jeremy thoughtfully built the organization from the ground up and his perspective on leadership in the affordable housing space.Matt begins by reflecting on how housing has evolved from a “back page” issue to a national conversation. For most of his career, public discussion centered on government-funded low-income programs such as HUD initiatives and the long-standing Low-Income Housing Tax Credit (LIHTC) program, which remains a cornerstone of affordable housing finance. While current debates often focus on rent control, housing supply, and homelessness, Matt notes that these “alphabet soup” government programs continue to function effectively, even if they receive less public attention.Matt highlights two main takeaways from the conversation with Jeremy. First, Jeremy’s intentional approach and leadership have made Lincoln Avenue Communities a major player in less than a decade. Second, while many guests have built businesses from modest beginnings, Jeremy’s story stands out for how he has used his privileged background to chart his own course and make a difference through his company’s mission.Matt is joined by his colleague Sarah Dunn, who leads ZRG’s affordable housing search practice. As he moves toward semi-retirement, he reflects on mentoring colleagues like Sarah and invites listeners to explore more affordable housing episodes and connect with ZRG for talent and advisory needs.

Jeffrey Hoopes, President of the West Region for Suffolk Construction, shares his wealth of construction industry insights. He explores the evolving landscape with AI, prefabrication, and technology investments, emphasizing the importance of grounding innovation in safety and craftsmanship. The conversation takes a personal turn as Jeff discusses leadership transitions and finding purpose post-retirement. He also highlights the need for a skilled workforce and offers advice for young people entering the construction field.