America‘s Commercial Real Estate Show

Podcast1 episode summarized

MurmurCast publishes AI-generated summaries of America‘s Commercial Real Estate Show’s Podcast episodes — 1 summarized so far, covering Commercial real estate cycle recovery and total returns, Property type dispersion and selective investing strategy, Multifamily housing: Class A selectivity and Class B value-add opportunities, Built-to-rent as housing affordability solution, Senior housing demographic tailwinds, Retail real estate right-sizing and power center opportunities. Each summary distills the key insights, topics, and takeaways so you can decide what’s worth your time before pressing play.

Commercial Real Estate Recovery: Where the Opportunities Are | Rich Hill, Principal

23mSep 30, 2026

Rich Hill from Principal Asset Management discusses the commercial real estate recovery, emphasizing that opportunities exist across all property types but with significant dispersion in returns. He identifies selective opportunities in multifamily housing, built-to-rent, senior housing, power centers, and top-tier office properties, while cautioning against broad-based investments in Class A apartments and Class B/C office due to white-collar employment risks from AI.

DiscussionOpinionCommercial real estate cycle recovery and total returnsProperty type dispersion and selective investing strategyMultifamily housing: Class A selectivity and Class B value-add opportunities

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