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Nearshoring & Industrial Real Estate - Mexico’s Manufacturing BoomHosted by Raphael Sidelsky, this episode features Gregorio Schneider, Chief Investment Officer at TC Latin America Partners and Adjunct Assistant Professor in the Business Finance Division at Columbia Business School. Gregorio shares his career journey from banking in Mexico to building a leading investment platform focused on indus

Conviction & Recalibration: Lauren Hochfelder on Strategy and Steering $75B in Real Assets & Strategy Lauren Hochfelder, Managing Director and Head of Global Real Assets at Morgan Stanley, joins Raphael Sidelsky to share insights from her 25-year career in real estate and investment banking. Lauren discusses her journey from studying ethics, politics, and economics at Yale to leading Morgan Stanle

by Gregorio Schneider '96, Founder & Managing Partner, TC Latin America PartnersMay 2026If you have followed Mexican industrial real estate over the past two years, you know the headlines have shifted. Vacancy rates have increased from 1% in 2023 to 7% in key northern border markets by 2025. Ciudad Juárez lost more than 64,000 manufacturing jobs between 2023 and 2025. Developers who were racing to

Building for Decades: Howard Hughes CEO on Master-Planned Communities & Strategy Host Raphael Sidelsky sits down with David O'Reilly, CEO of Howard Hughes Holdings, to discuss his path from engineering and investment banking to leading one of the country’s most innovative real estate platforms. The conversation explores the company’s master-planned community model, its long-term “flywheel” approac

Keith Breslauer on Patron Capital and Real Estate Private Equity Investing in Europe Keith Breslauer, founder and managing director of Patron Capital, joins host Raphael Sidelsky to discuss the evolution of Patron into a leading pan-European private equity real estate platform. He shares how the firm built its value-add and opportunistic strategy across Western Europe, expanded into mezzanine cred

In public markets, the identity of the marginal buyer is usually a footnote. If one investor steps away, another one shows up, without much impact on the price. Commercial real estate (CRE) does not work that way. by Stijn Van Nieuwerburgh, Earle W. Kazis and Benjamin Schore Professor of Real Estate, Finance Division, and Neel Shah, Ph.D. Candidate, Finance, Columbia Business SchoolApril 2026Build

Workforce Housing and the Missing Middle: Meredith Marshall on Scaling BRP Companies in NYCHost Raphael Sidelsky sits down with Meredith Marshall, Co-Founder and Managing Partner of BRP Companies, to discuss his journey from electrical engineering at AT&T Bell Labs to building a leading mixed-income and workforce housing platform. He explains how BRP has grown into a multi-billion-dollar developer

Anar Chudgar on Building Conviction Without a Wall Street RoadmapRaphael Sidelsky sits down with Anar Chudgar, Co-President of Artemis Real Estate Partners, to discuss her journey from investment banking to leading a $12 billion real estate platform. She shares how Artemis differentiates itself through middle-market investing, emerging manager partnerships, and a strong focus on healthcare and sen

A new rent index methodology from Columbia and CompStak uses detailed lease data to track rent changes for comparable CRE space across locations and over time, avoiding the composition biases that distort traditional measures.by Stijn Van Nieuwerburgh, Earle W. Kazis and Benjamin Schore Professor of Real Estate, Finance Division, and Wayne Yu, SVP of Data, CompStakMarch 2026A good financial index

Data Center REIT Pioneer to Digital Infrastructure Leader: Hossein Fateh on 25 Years Leadership RoleIn our first episode of Season 2 of the Real Estate Forum Podcast, host Raphael Sidelsky sits down with Hossein Fateh, Founder and CEO of CloudHQ and Cloud Capital, to explore the evolution of the data center industry and why it has become one of the most durable and strategically important asset cl

Real Estate Forum PodcastNew Season. New Voices. February 25.What does it take to understand—and help shape—the future of real estate?Join us for Season 2 of the Real Estate Forum, a podcast from the Paul Milstein Center for Real Estate at Columbia Business School.Home to Columbia’s renowned MBA Real Estate Program, the Milstein Center serves as a platform for thought leadership and exchange, conn

Hugh Frater ’85, former Chief Executive Officer of Fannie Mae, and David Benson, former President of Fannie Mae, joined Professor Brian Lancaster at Columbia Business School to discuss one of the unresolved questions in U.S. housing finance: How should Fannie Mae and Freddie Mac exit conservatorship, and who should ultimately own them?by Brian Lancaster, Senior Lecturer in the Discipline of Financ

AI agents are revolutionizing real estate dealmaking.by Andrew Siah, Co-Founder and CEO of New York AI LabsJanuary 2026In competitive deals, the highest bid does not always win. Sometimes, the fastest one does.If you have spent any time in acquisitions, you know how this works. Sellers do not optimize for price alone. They optimize for certainty of execution. A buyer who can move through diligence

Why low-rent properties deliver high returns—and why investors stay away.by Stijn Van Nieuwerburgh, Earle W. Kazis and Benjamin Schore Professor of Real Estate, Finance Division; Co-DIrector, Paul Milstein Center for Real EstateNovember 2025Few issues loom larger in today’s policy debates than the lack of affordable housing. Rent burdens have risen steadily across advanced economies, leaving low-i

New Look, New Features, and Enhanced Functionality.The Columbia Business School Real Estate Alumni Community platform is your dedicated space to stay connected, informed, and engaged — wherever you are and wherever your career takes you.Whether you're expanding your network, hiring talent, or staying current on industry happenings, the CBS Real Estate Alumni Community app keeps you plugged into th

New commission rules, platform consolidation, and generative AI are pushing U.S. housing toward a more digital, consumer-centric future. But structural frictions continue to slow the path to fully automated closings.by Tomasz Piskorski, Edward S. Gordon Professor of Real Estate, Finance DivisionOctober 2025For years, the U.S. housing market has seen waves of innovation—from online listings to digi

Introducing The Real Estate Table – A Dinner Networking SeriesWe are excited to launch The Real Estate Table, a new alumni initiative designed to bring Circle members together through small, curated dinners. Each gathering offers a relaxed setting for candid conversations, peer mentorship, and the exchange of ideas with a select group of fellow alumni. This intimate dinner series aims to:Connect:

The Real Estate Circle Fellowship is awarded to a select group of 2nd Year students who have demonstrated extraordinary leadership capability as well as academic excellence. Ambitious and energetic, these students have a proven record of success and are recognized for their potential to become future leaders in the real estate industry, colleagues to our exceptionally distinguished Columbia Busine

EP.06 - Blackstone President Jon Gray on Strategic Discipline, AI, and LeadershipPresented by the Paul Milstein Center for Real Estate at Columbia Business School, the Real Estate Forum podcast brings you insights into the evolving real estate landscape—from candid conversations with real estate thought leaders to cutting-edge research.In this special episode of the Real Estate Forum, Jon Gray, Pr

EP.03 - Thematic Investing - From Canada Goose to Data Centers: Fireside Chat with Bain Capital’s Ryan CottonPresented by the Paul Milstein Center for Real Estate at Columbia Business School, the Real Estate Forum podcast brings you insights into the evolving real estate landscape—from candid conversations with real estate thought leaders to cutting-edge research.In this special episode of the Rea