On-Demand

Tune into our latest episode featuring two giants in the real estate world: Philip Rosen, co-head of real estate, and Lowell Barron, president and chief investment officer of real estate at Brookfield. We dove deep into the current state of the real estate market, and we are thrilled to bring you three key takeaways from our conversation:

1. The Resilience and Growth of Brookfield's Real Estate Portfolio: Lowell shared the remarkable journey of Brookfield's growth from $2 billion to an astounding $800 billion in assets under management. Despite the shaky ground many real estate companies have found themselves on in recent years, Brookfield's strategy of focusing on high-quality real estate, operational excellence, and prudent debt management has allowed them to continue thriving. It's a testament to their robust approach to investment and asset management.

2. The Impact of COVID-19 on Real Estate and the Future of Office Spaces: The pandemic has undeniably altered the real estate landscape, particularly for office spaces. While some predict a permanent shift away from traditional offices, Lowell's insights suggest a more nuanced future. He highlighted the resilience of top-tier office spaces and the potential for a slow but eventual recovery for the sector, especially in major urban centers. It's a reminder that while the office market faces challenges, it's far from obsolete.

3. Investment Opportunities and Market Dynamics: The discussion revealed that now might be one of the most compelling times to invest in real estate since the 2009-10 period. With fear in the markets and a scarcity of capital, Brookfield sees opportunities to acquire quality assets at attractive prices. Lowell also shared his bullish stance on sectors like rental housing, logistics, and hospitality, and the importance of geographic focus in investment decisions.

This episode is a goldmine for anyone interested in the dynamics of the real estate market, the effects of global events on investment strategies, and the outlook for various property types. Whether you're a seasoned investor or just curious about the state of real estate, you'll find valuable insights in our conversation.

Tune in to hear the full discussion and gain a deeper understanding of the real estate market from two of the industry's most knowledgeable figures.

Timestamps:

• 0:00 - Introduction and Career Insights
• 10:00 - Brookfield's Growth and Investment Philosophy
• 20:00 - Real Estate Cycles and Current Investment Climate
• 30:00 - Geographic Investment Focus and Sector Analysis
• 40:00 - COVID-19's Impact on Real Estate and Future Predictions
• 50:00 - Audience Q&A Session