Morgan Stanley Investment Management - Mon, 08/12/2024 - 12:29

Lauren Hochfelder on Investment Wars: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024?

Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, joins host Joseph Halpern, Chief Investment Officer at Fountainhead, to discuss material disruptions to the global real estate market in the last few years as well as future trends and potential tailwinds for commercial real estate including shifts in the global supply chain and e-commerce.

About Investment Wars

Investment Wars is Fountainhead Asset Management’s podcast platform which aim to bring guests on the record to discuss debates and themes within the economy and markets. The podcast started in March 2023, and has since interviewed a range of founders and senior managers to gage their opinion on a variety of topics. Past episodes include EV vehicles vs combustion engines, commercial real estate being risky, rates affecting economy and market, debate of inflation, etc.

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Contacts

Morgan Stanley

Morgan Stanley Investment Management’s Insurance Solutions team proudly supports our insurance clients with bespoke investment solutions and a comprehensive range of strategies that align well with insurers’ investment objectives and risk tolerances. We provide risk-based capital efficient solutions across public and private market strategies, and add value through thought leadership across insurance research, portfolio management, strategic asset allocation, reporting, risk management, and rating agency/regulatory considerations.

Joel Cramer, CFA
Managing Director, Head of North American Insurance Solutions
joel.cramer@morganstanley.com
Office: 312 706 4216
Mobile: 630 222 6765

www.morganstanley.com

1585 Broadway,
New York, NY 10036

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Lauren Hochfelder on Investment Wars: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024?

About Investment Wars

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Morgan Stanley Investment Management

Morgan Stanley

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