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Richard Mack

Showing 1–2 of 2 transcripts.

  1. 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.

  2. Milken Institute32 min

    Part 2: Shaping the Future of Real Estate

    Hadley Gamble, Ali Al Mheiri, Richard Mack, Joseph Sitt

    Leading real estate figures including Ali Al-Mahari, Richard Mack, and Joseph Sitt predict an accelerated market transformation driven by technology, remote work adoption, and shifting consumer preferences. Capital is increasingly flowing toward Sunbelt markets, life sciences, and logistics assets as investors prioritize suburban nodes and restructure portfolios away from declining traditional retail and commercial sectors. While government stimulus offers temporary relief, the consensus highlights a structural compression of trends, with valuations potentially dropping further before lenders prioritize borrower retention over foreclosure.