Peter Loewy
Showing 1–2 of 2 transcripts.
- Milken Institute1h 1m
Global Opportunities in Commercial Real Estate (mobile)
Lou Feldman, Peter Loewy, Bill McMorrow, Nicholas Gorsch, Barry Sternlich, Sam Zell
Prominent real estate executives including Sam Zell, Barry Sternlich, and Peter Loewy convened to analyze a global capital shift where $320 billion in direct real estate investment returned to 2013 levels, driven primarily by U.S. and secondary European markets. While investors pivoted toward risk-adjusted yields and debt structures in stable environments like the United States and Colombia, they identified significant headwinds in Brazil and Europe alongside evolving retail strategies that prioritize omnichannel integration and larger showroom formats. The discussion also highlighted critical security challenges and the impact of terrorism insurance expirations on capital flow, underscoring a broader trend of institutional consolidation amidst a fragmented regulatory landscape.
- Milken Institute1h 1m
Global Opportunities in Commercial Real Estate
Lou Feldman, Peter Loewy, Bill McMorrow, Nicholas Gorsh, Barry Sternlich, Sam Zell
Leading real estate executives including Sam Zell, Peter Loewy, and Bill McMorrow analyzed a 2013 market defined by $320 billion in global capital deployment and a divergence between recovering asset classes and regional stagnation. While the United States offered risk-adjusted returns driven by a unique debt spread, specific opportunities emerged in Ireland's tax-advantaged tech sector, Mexico's manufacturing hub potential, and Brazil's resource-driven growth. The discussion concluded with strategic guidance on shifting capital toward boring, income-generating assets while navigating structural challenges like rising security costs and the lack of a U.S. terrorism insurance backstop.