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Rise Up: MetLife’s View from the Top

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Manage episode 509137396 series 2644842
Content provided by CBRE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CBRE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

MetLife Investment Management’s Sara Queen and CBRE’s Tommy Lee explore the shifting dynamics of commercial real estate investing. They offer seasoned insight on a range of topics, from NYC office to data centers to build-to-rent residential and much more.

Key takeaways on real estate investing:

· High-net-worth investors are stepping in aggressively during the current market cycle, while institutional capital remains cautious and highly selective.

· Data centers benefit from sustained strong demand, but require disciplined underwriting due to lease rollover risks and rising competition.

· Many institutional investors prefer targeted strategies in assets like build-to-rent, industrial and retail, giving them more control and precise capital deployment.

· Office development in New York remains fundamentally attractive, but securing equity partners is challenging due to risk expectations and long completion timelines.

· MetLife is experimenting with AI to enhance investment committee decision-making, enabling a sharpened focus on key risks and opportunities but not replacing human judgment.

  continue reading

276 episodes

Artwork
iconShare
 
Manage episode 509137396 series 2644842
Content provided by CBRE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CBRE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

MetLife Investment Management’s Sara Queen and CBRE’s Tommy Lee explore the shifting dynamics of commercial real estate investing. They offer seasoned insight on a range of topics, from NYC office to data centers to build-to-rent residential and much more.

Key takeaways on real estate investing:

· High-net-worth investors are stepping in aggressively during the current market cycle, while institutional capital remains cautious and highly selective.

· Data centers benefit from sustained strong demand, but require disciplined underwriting due to lease rollover risks and rising competition.

· Many institutional investors prefer targeted strategies in assets like build-to-rent, industrial and retail, giving them more control and precise capital deployment.

· Office development in New York remains fundamentally attractive, but securing equity partners is challenging due to risk expectations and long completion timelines.

· MetLife is experimenting with AI to enhance investment committee decision-making, enabling a sharpened focus on key risks and opportunities but not replacing human judgment.

  continue reading

276 episodes

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