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Barry Sternlicht

Showing 1–5 of 5 transcripts.

  1. Milken Institute1h 1m

    Opportunities in Global Real Estate | Global Conference 2025

    Carol Massar, Debra Cafaro, Justin Kennedy, Andrew Smith, David Steinbach, Barry Sternlicht

    A panel of financial experts including Debra, David, and Andrew debated the U.S. economy's long-term viability against rising deficits and deglobalization, while Barry warned that national leadership risks eroding without significant policy reforms. Simultaneously, the group identified a fundamental shift in the real estate market where supply constraints and geographic migration toward "Red States" are driving high returns in data centers, senior housing, and Texas residential lots. Despite these opportunities, investors face binary execution risks from construction bottlenecks and tariff uncertainties, prompting a strategic pivot toward specialized, demand-driven assets over commoditized properties.

  2. Milken Institute1h 2m

    Global Real Estate | Global Conference 2024

    Erik Schatzker, Kathleen McCarthy, Al Rabil, David Steinbach, Barry Sternlicht

    Leading real estate experts including Al Rabel, David Steinbach, and Kathleen McCarthy characterize the current market as a balance sheet crisis where global rates have shifted from a declining to a stable environment, precipitating a predicted hard landing due to inverted yield curves and regional bank fragility. While distressed office assets face devaluation and commercial lending is constrained by $1.6 trillion in maturing debt, specific sectors like data centers, senior housing, and India's logistics market demonstrate robust demand driven by artificial intelligence and demographic shifts. Capital flows are consequently pivoting from institutional banks to private credit and high-net-worth investors, with major firms like Blackstone and Canaccord positioning for a 2024 wave of discounted transactions to exploit the widening bid-ask spread.

  3. Milken Institute57 min

    Global Real Estate Outlook: A More Attractive Asset?

    Barry Sternlicht, Eric Adler, Rick Caruso, R. Donahue Peebles, Ross Perot, Jr., Sam Zell

    Prominent real estate executives and financial analysts convened to assess a complex global landscape where U.S. fiscal deficits and tax reforms are poised to drive interest rates higher while specific international markets like Brazil and Mexico present distinct investment opportunities. The panel highlighted divergent sectoral strategies, with some predicting a supply glut in U.S. office and multifamily assets while others champion high-yield industrial logistics and experiential retail driven by e-commerce and labor shortages. Ultimately, despite varying stances on short-term volatility, the consensus leans toward a bullish five-year outlook contingent on fiscal stimulus boosting wage growth and rent increases across key asset classes.

  4. Milken Institute1h 1m

    Global Opportunities in Commercial Real Estate (mobile v2)

    Peter Lowy, William McMorrow, Nicholas Schorsch, Barry Sternlicht, Sam Zell, Lewis Feldman, Lou Feldman, Bill McMorrow

    Prominent industry figures including Sam Zell, Barry Sternlich, and Bill McMorrow analyze a global real estate landscape characterized by $320 billion in capital flows and a strategic shift away from high-leverage speculation toward stable, yield-focused asset classes. The discussion highlights distinct regional opportunities such as Irish and Latin American growth against European recession, while addressing operational challenges like rising security costs and the integration of physical retail with digital channels. Ultimately, the panel concludes that the United States offers the superior risk-adjusted returns for the coming year, driven by currency stability and disciplined underwriting in staple sectors like multi-family housing and net lease properties.

  5. Milken Institute1h 2m

    Lunch Panel - Global Overview: Shifting Fortunes

    Eike Batista, Xi-Qing Gao, Scott Minerd, Barry Sternlicht, Chris Viehbacher, Michael Klowden

    Leading global financiers and industrialists, including Eike Batista, Gao Xixing, Scott Minard, Barry Sternlicht, and Chris Wiebacher, convened to analyze divergent monetary policies and the structural transition of emerging markets away from export dependence. The panelists debated the risks of U.S. and European debt cycles while highlighting Brazil's expanding middle class and China's strategic shift toward domestic consumption and currency flexibility. Ultimately, the discussion concluded that sustainable future growth requires a pivot from resource extraction to innovation and that global economic stability depends on coordinated leadership to prevent a systemic financial rupture.