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Carol Massar

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  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 0m

    Real Estate: In the Eye of the Storm

    Carol Massar, Jonathan Goldstein, Richard Mack, David Warren, Xin Zhang

    Industry leaders Jonathan Goldstein and David Warren, alongside regional experts, characterize the current real estate landscape as volatile with a projected recovery timeline extending to late 2022 or 2023. The panel identifies a sharp divergence across asset classes, noting residential and logistics sectors driven by supply shortages and e-commerce growth, while hospitality and retail face significant distress. To navigate this environment, participants highlight strategic opportunities in distressed commercial MBS, adaptive reuse of malls, and secondary city investments, while forecasting a permanent shift toward hybrid work models and emphasizing the urgent need for diversity reforms within the sector.

  3. Milken Institute1h 0m

    Taking Travel, Leisure, and Transportation to the Next Level

    Carol Massar, Michael Flaskey, Glenn Fogel, Josh Giegel, Caryn Seidman-Becker, Rob Wiesenthal

    Representatives from Booking Holdings, Clear, Blade, Virgin Hyperloop, and Diamond Resorts detailed industry shifts toward unified digital ecosystems that leverage AI and biometrics to eliminate friction in travel, while simultaneously addressing legacy regulatory hurdles and data sovereignty concerns. The panelists highlighted strategic pivots aimed at younger demographics and mass markets, such as flexible vacation contracts, democratized helicopter transport, and high-capacity hyperloop transit, alongside aggressive plans to deploy infrastructure for future autonomous mobility. Ultimately, the discussion underscored how emerging technologies and adaptive business models aim to transform fragmented travel experiences into seamless, secure, and accessible end-to-end journeys.