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Sam Zell

Showing 1–6 of 6 transcripts.

  1. Milken Institute59 min

    Real Estate Outlook: A More Attractive Asset?

    Erik Schatzker, Neil Bluhm, Robert Morse, Eyal Ofer, David Simon, Sam Zell, Bob Morris

    A panel of prominent real estate executives, including Sam Zell and David Simon, identifies the current market as a late-cycle environment characterized by unprecedented capital inflows, compressed yields, and a looming oversupply of new construction. While experts debate the severity of the impending correction, they agree on specific pressures driving valuation disconnects, such as the aggressive bidding for select assets contrasting with public REIT discounts and significant oversupply risks in the office and industrial sectors. Looking forward, the group forecasts that technological disruptions in autonomous vehicles and shifting workforce dynamics will fundamentally reshape demand, necessitating strategic pivots toward mixed-use developments and the acquisition of distressed private assets.

  2. 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.

  3. 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.

  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 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.

  6. 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.