AFIRE Podcast #13: Rightsizing CRE

(Featuring Martha Peyton, PhD, CRE, Managing Director of Real Assets Applied Research, Aegon Asset Management Real Assets)

Understanding new changes in tenant demand, economics, and public health will be critical to the future of commercial real estate investing.

All real estate investors are focused on the potential paths for the global economy and commercial real estate (CRE) over the quarters ahead. Some are focusing on stressed tenants, shrinking rent collections, uncertain property values, and surviving through the distress. Others are examining their dry powder and trolling for investment opportunities.

For both types of investors, weighing the potential paths forward requires addressing three challenges: (1) the coronavirus, (2) the economy, and (3) tenant demand.

In this episode, Martha Peyton, PhD, CRE, Managing Director of Real Assets Applied Research for Aegon Asset Management Real Assets discusses the future of commercial real estate investing.

This podcast is based on the article “Rightsizing CRE” from Summit Journal (Summer 2020). Read the full article here.

FEATURING

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Martha Peyton, Ph.D. CRE, is managing director and head of global applied research primarily responsible for the development and application of research to real asset strategies.  Prior to joining the firm, Martha was managing director, head of real estate and global real assets research for TIAA. While at TIAA, she built and oversaw the research function for the commercial mortgage loan and real estate businesses. This included managing research staff; setting the research agenda; conducting ongoing monitoring and analysis of the investment environment and asset class performance; and authoring white papers and research publications. Martha has been in the industry for over 30 years and joined the firm in 2018. She received her BA, MA, and PhD in economics from Fordham University.

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The publisher of AFIRE Podcasts is not engaged in providing tax, accounting, or legal advice through this publication. No content published in the AFIRE Podcast is to be construed as a recommendation to buy or sell any asset. Some information included in the AFIRE Podcast has been obtained from third-party sources considered to be reliable, though the publisher is not responsible for guaranteeing the accuracy of third-party information. The opinions expressed in the AFIRE Podcast are those of its respective contributors and sources and do not necessarily reflect those of the publisher.

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