Real Estate Capital copertina

Real Estate Capital

Real Estate Capital

Di: Nancy Lashine
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A proposito di questo titolo

 Real Estate Capital offers candid, one-on-one conversations with some of the most influential people in commercial real estate. Hosted by Nancy Lashine, Founder of Park Madison Partners, the show focuses on real estate investment and capital formation, with in-depth perspectives from some of the most respected decision makers in the institutional real estate community. You’ll learn about successful transactions, investment philosophies, innovative business strategies, real estate operations and technology, and the personal characteristics and skills that have propelled these individuals in their careers. Economia Finanza personale
Episodi
  • Ryan Cotton | Bain Capital’s Partner and Head of Real Estate

    Ryan Cotton | Bain Capital’s Partner and Head of Real Estate
    Jan 21 2026
    Ryan Cotton, Bain Capital’s Partner and Head of Real Estate, explains how thematic investing, alignment and curiosity create durable real estate strategy. Ryan Cotton, Bain Capital’s Partner and Head of Real Estate, shares how a “why-first” mindset can help investors avoid cyclical traps and identify durable real estate themes. Ryan shares that his unconventional path to real estate has given him a critical edge. A philosophy major at Princeton, he spent a year working in baseball operations for the Boston Red Sox before joining Bain as a consultant. Following Ryan’s lead, intellectual curiosity and pattern recognition have become key to how Bain deploys capital across alternative real estate sectors. [00:07:03] “Our job is not to traffic in conventional wisdom. . . . It’s to ask ‘why’. . . . When you get some fundamental insight through that interrogation, . . . then you know what you’re really betting on.” From senior housing to hyper-infill industrial, Ryan emphasizes that it’s crucial to understand “why” an asset should exist before deciding “how” to own it. That discipline, he argues, creates resilience across cycles and avoids dependence on cap rate compression alone. Ryan also shares how he thinks about real estate’s role in portfolios, macro risk, and inflation. Drawing on historical parallels, he outlines why real estate can underperform early in inflationary cycles yet recover through income growth when supply tightens. [00:22:16] Real estate is a cyclical business . . . and the people who are exceptional at real estate are first and foremost fantastic macro-economists. For investors and operators alike, Ryan offers actionable steps toward creating portfolio and personnel stability when markets are in flux. Links Ryan Cotton | LinkedIn Bain Capital Real Estate’s website
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    1 ora e 2 min
  • 2026 Outlook | Park Madison Partners Executive Committee

    2026 Outlook | Park Madison Partners Executive Committee
    Jan 7 2026
    Park Madison’s executive committee shares what investors can expect in 2026, where capital is flowing and how higher interest rates are reshaping strategy. Park Madison’s executive committee—Rob Kohn, Carrie Coulson Naik, Jack Koch, Brian Di Salvo, and John Sweeney—joins Nancy Lashine to break down the firm’s 2026 Outlook and what it signals for real estate investors navigating a slower, more disciplined market cycle. The group explores how interest rates are forcing a reset in capital structures. With the return of transaction activity and improving price discovery, the discussion shifts to delving into why recapitalizations, continuation vehicles and secondaries are core features of today’s real estate markets. [Jack, 00:14:22] “Real estate is cyclical. It goes up, it goes down. [Picture] you're a long-term institutional investor with a 30 to 50-year time horizon. The smoothing effects will take care of the overall long term return.” The group also examines structural shifts shaping 2026: the barbell effect in fundraising, consolidation among middle-market managers, and growing investment in data centers, industrial outdoor storage and manufactured housing. [Rob, 00:20:37] “I think folks are waking up to the fact that one: interest rates are gonna be at the level they're at now for a little bit longer, and your underwriting has to work there. And two: you need to get money back to your investors. . . . Distributions, distributions, distributions.” Taking a global perspective, they highlight why Asia is attracting incremental attention as U.S. political and economic uncertainty rises. Grounded in data and firsthand market experience, the episode offers a 1000-foot view of where real estate is normalizing and where opportunity is emerging for patient investors. Links Park Madison Partners’ website 2026 Outlook report
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    39 min
  • December 2025 Round-up | Real Estate Capital

    December 2025 Round-up | Real Estate Capital
    Dec 24 2025
    Nancy Lashine highlights memorable moments from the second half of Season 3 and offers a preview of the powerhouse guests shaping the future of Real Estate Capital.
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    7 min
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