Henry Silverman
Showing 1–2 of 2 transcripts.
- Milken Institute1h 3m
Is Bigger Better? Global Strategies in Hospitality
Jesse Scharf, Alan Firstman, Mahmood Kimji, David Palmer, Michael Rosenfeldt, Henry Silverman, David Gergenhardt Griffin Jr., Eric Schmidt, Henry Haynes, Michael Passmore, Mark Blythefield Jr.
At the Milken Conference, five hospitality leaders including Alan Firstman of Montage Hotels and Mahmood Kimji of Highgate analyzed critical market themes such as all-time pricing peaks, capital market liquidity, and the disruptive impact of Airbnb. The panelists detailed how asset-light financing models and shifting brand strategies are driving multiple expansion while technology giants force a transition from traditional OTAs to direct distribution channels. Concluding that future value lies in niche differentiation rather than scale, the group anticipated a wave of strategic mergers designed to reduce overhead and optimize returns in a saturated global market.
- Milken Institute59 min
Where in the World Are the Real Estate Opportunities?
Bill Kahana, Bill McMorrow, Jonathan Pollock, Henry Silverman, Sam Zell
Real estate leaders including Sam Zell and Bill McMorrow outlined a strategic pivot toward emerging markets like Colombia and Mexico while identifying Europe's recovery as a key opportunity despite geopolitical tensions from the Ukraine crisis. The panel highlighted a structural shift in the US multifamily sector driven by demographic changes that favor renting, alongside a return of robust debt capital that contrasts with the excessive leverage of 2007. Ultimately, the consensus emphasized high-yield sectors such as healthcare, select-service hospitality, and urban-centric assets, with specific recommendations ranging from Mexico's manufacturing boom to Miami's de-risked development environment.