People Property Place

Interviewing the leaders shaping the real estate investment management industry. Hosted by Matthew Watts, Founder of Rockbourne. The central intention of this podcast is to share the stories, views, opinions, and career journeys of the movers, shakers, innovators, and leaders in the real estate investment management industry. Whether you are an existing real estate professional, aspiring to break into the space, or just want to know more about this fascinating sector this podcast is for you. New episodes of The People Property Place Podcast will be released regularly and you will be able to find them for free on Apple, Spotify, YouTube, or any App that supports podcasts. Oh, and one last thing - in every episode, I will be asking each guest who are the People, what Property, and which Place they would be looking to invest, should they have £500m at their disposal. www.rockbourne.com

Harm Meijer, Founding Partner, ICAMAP – Why Private Equity Is Buying Listed Real Estate 01/05/2026

Martin Towns, Global Head of Real Estate – The Playbook Behind M&G’s $50bn Global Real Estate Business 12/29/2025

Martin Towns, Global Head of Real Estate – The Playbook Behind M&G’s $50bn Global Real Estate Business This week, I sat down with Martin Towns to unpack a career built across brokerage, private equity, institutional fund management, and now global leadership, and what it takes to scale a real estate investment platform across multiple cycles and geographies. Martin is Global Head of Real Estate at M&G, responsible for the strategic direction and growth of a real estate business managing approximately $50bn of assets across 26 countries in Europe, Asia and North America. He has more than 20 years’ experience in real estate investment management, including 15 years at M&G, and previously held roles at Close Brothers Investment Bank and Jones Lang LaSalle. In this conversation, Martin shares how growing up in rural Scotland led him into Land Economy, why his early years at JLL and Close Brothers shaped his understanding of risk and cycles, and how living through the Global Financial Crisis fundamentally influenced his approach to leverage, structuring and downside protection. We discuss why he joined M&G when the platform was still UK focused and internally funded, and how proprietary capital was used to seed strategies that later scaled into global third party businesses. Martin explains the evolution of M&G’s residential and living platforms, the creation of its Capital Solutions business for large institutional investors, and the strategic thinking behind acquiring value add specialist Beaumont. We also explore investor behaviour across regions, the return of capital to core real estate, how global LP preferences are shifting, and what leadership looks like when you move from doing deals to setting strategy at scale. Key Topics Covered in This Episode ✅ From Rural Scotland to Global Real Estate Leadership How Martin’s early career choices and formative experiences shaped his long term investment philosophy. ✅ Lessons from the GFC Why understanding cycles, leverage and macro risk remains critical for institutional real estate investors. ✅ Building a Global Platform at M&G How internal life assurance capital helped seed strategies that later scaled into multi billion pound global funds. ✅ Living, Capital Solutions and Value Add Why residential and living assets became institutionalised and how bespoke mandates and co investment changed M&G’s growth trajectory. ✅ Acquiring Beaumont The rationale behind adding value add capability and how to integrate specialist teams without destroying culture or performance. And of course, I asked Martin the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I’d love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/ /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/39539915

Randeesh Sandhu, Co-Founder and CEO – From the Brink of Death to £4BN in Private Credit 12/22/2025

Randeesh Sandhu, Co-Founder and CEO – From the Brink of Death to £4BN in Private Credit This week, I sat down with Randeesh Sandhu to unpack a career that spans investment banking, real estate development, private credit, and public markets, and what it really takes to build a durable lending platform across multiple cycles. Randeesh is Co-Founder and CEO of Precede Capital Partners, founded in 2021 as a portfolio company of TowerBrook Capital Partners. Prior to Precede, he co-founded and led Urban Exposure Plc for nearly two decades, growing it into the UK’s leading residential development financier. Under his leadership, the business deployed more than £1.7bn in development finance and over £3bn in real estate finance, before floating on the London Stock Exchange AIM market in 2018. In this conversation, Randeesh shares how he moved from credit derivatives at Deutsche Bank into real estate entrepreneurship, why underwriting discipline matters more than chasing deals, and how the post-GFC withdrawal of banks created the foundations of the UK’s non bank lending market. We also discuss the realities of scaling a private credit platform, lessons from public markets, the personal cost of leadership, and how Precede is now positioning itself across large scale, living led real estate in the UK and Europe. Key Topics Covered in This Episode ✅ From Deutsche Bank to Real Estate Entrepreneur Why Randeesh left investment banking to build a property business and how that early leap shaped his approach to risk and conviction. ✅ Building and Scaling Urban Exposure How the platform evolved from equity and development into private credit, and what it takes to deploy billions without capital loss. ✅ Private Credit After the GFC Why non bank lenders emerged, how structured lending works in practice, and what institutional investors look for today. ✅ Lessons from Public Markets What Randeesh learned from listing on AIM, navigating volatility, and why private ownership can better support long term strategy. And of course, I asked Randeesh the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I’d love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/ /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/39443475

Tom Livelli, Partner at EQT Real Estate – Europe’s Housing Imbalance and the Living Opportunity 12/15/2025

Tom Livelli, Partner at EQT Real Estate – Europe’s Housing Imbalance and the Living Opportunity Europe’s Housing Imbalance and the Living Opportunity with Tom Livelli, Partner and Head of Living Strategies, Europe at EQT Real Estate This week, I sat down with Tom Livelli to dive into how Europe’s chronic housing undersupply, shifting renter behaviour, and capital rotation are shaping one of the most compelling living strategies in global real estate today. Tom is a Partner with EQT Real Estate and Head of Living Strategies, Europe, based in Madrid. Before EQT, he helped build Greystar’s South American business from a laptop in a Santiago coffee shop into a billion dollar platform, and previously led large scale residential and mixed use projects in the US, Latin America, and Central America. His career spans military housing, emerging markets, and now a pan European living platform backed by EQT’s active ownership model. We unpack how his experience across eleven countries informs his view of risk, liquidity, and political stability, why Europe’s living sector now offers “higher return for lower risk,” and how EQT is designing product, operations, and capital structures for the next phase of the cycle. Key Topics Covered in This Episode ✅ Building a Pan European Living Platform How EQT Real Estate has assembled a vertically integrated but not overbuilt living strategy across student housing and apartments, with local teams on the ground and a value add focus across multiple European markets. ✅ From Military Housing and Central America to Greystar and EQT Why Tom’s early work on military housing in the US, community building in Central America, and scaling Greystar in Chile gave him a deep appreciation for stable institutions, liquidity, and the realities of operating in emerging markets. ✅ Designing a Higher Return Lower Risk Living Model How EQT is targeting urban, transit connected locations with minimal amenities, smaller minimum efficient scale, and lean operations to lower upfront investment, lift NOI margins, and tap deeper, more resilient segments of tenant demand. ✅ Europe’s Structural Housing Imbalance Why affordability pressures, later first time homeownership, and longer rental periods are driving an extraordinary surge in rental demand across Europe, and why Tom believes this supply demand gap gives the living sector significant room to run. ✅ Capital, Cycles, and Europe versus the US How global institutions are viewing Europe relative to the US today, why accretive debt and repricing are creating a window for value add capital, and where Tom sees the most interesting opportunities by country and sector over the next few years. And of course, I asked Tom the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I’d love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/39327005

Simon Wallace, Head of UK Real Estate & Global Co-Head of Research DWS – Strategy, Cycles and Conviction in Real Estate 12/08/2025

Simon Wallace, Head of UK Real Estate & Global Co-Head of Research DWS – Strategy, Cycles and Conviction in Real Estate The Future of European Real Estate: Strategy, Capital, and Structural Change with Simon Wallace, Head of UK Real Estate & Global Co-Head of Research - DWS. This week, I sat down with Simon Wallace to explore how Europe’s real estate landscape is shifting - and what that really means for investors, fund managers, and operators in the next cycle. Simon began his career as an economist before moving into real estate on the eve of the financial crisis. Since then, he has become one of the most influential strategists in the industry, shaping how research informs underwriting, capital allocation, and long-term thematic positioning across Europe. We unpack how his role evolved from research to strategy to leadership, what today’s investors truly value, and why the coming decade could be defined by wellness, tech adoption, and a deeper rethink of how cities function. Key Topics Covered in This Episode ✅ From Economist to Strategist - How starting his career during the GFC accelerated his learning and shaped his investment philosophy ✅ Research as a Value Driver - Why research now has a formal voice in investment decisions and how strategy has become central to performance ✅ Building Modern Teams - The behavioural traits, breadth of experience, and challenge culture needed for next-generation research and strategy roles ✅ Structural Themes - How wellness, demographic shifts, and autonomous vehicles could reshape demand, cities, and opportunity sets ✅ Capital & Cycles - Why Europe may be quietly entering a recovery phase and how global capital is viewing the UK, Germany, and the living sectors And of course, I asked Simon the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments - I’d love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/39278140

Bay Downing, Joint CEO at Downing – How Technology Is Transforming PBSA 12/01/2025

Bay Downing, Joint CEO at Downing – How Technology Is Transforming PBSA Technology, Talent, And The Future Of Purpose Built Living with Bay Downing, Joint CEO of Downing and Co Founder of Aboria Capital. One of the UK’s leading vertically integrated living platforms with 6000 plus operational beds across top university cities. This week, I sat down with Bay Downing to explore how a second generation family business is evolving into a tech enabled, institutionally backed platform shaping the future of student accommodation and urban living. With property in his DNA, Bay has spent the last eight years working across investment, development, operations and marketing, while helping co found Aboria Capital, Downing’s investment management arm. Now Joint CEO alongside Sally O’Brien, he is focused on scaling a business built on legacy, discipline and innovation. We discuss how AI, automation and data intelligence are transforming operations, how global investors are reallocating into specialist living sectors, and why PBSA and co living continue to present some of the strongest structural tailwinds in UK real estate. Key Topics Covered In This Episode ✅ The Downing Journey How a family business grew from HMOs in Liverpool to one of the UK’s largest integrated PBSA platforms with more than 6000 beds and 200 employees. ✅ Technology And Operational Excellence How AI driven enquiry management, outbound calling, workflow automation and predictive analytics are reshaping leasing speeds, customer experience and pricing accuracy. ✅ Institutionalising A Legacy Business Why Bay co founded Aboria Capital, how the partnership with Jessica Hardman emerged, and what investors are seeking from specialist managers today. ✅ Global Demand And Market Shifts Insights into international student flows, including a 250 percent surge from the US and Canada, and what that means for UK supply and returns. ✅ ESG, Energy And Responsibility Bay’s role as Director of On Site Energy and how data led energy solutions are helping Downing reduce consumption, lower costs and improve sustainability outcomes for residents and partners. ✅ Leadership, Succession And Culture What Bay has learned working alongside Sally O’Brien, the importance of alignment across departments, and how Downing continues to evolve without losing its family ethos. And of course, I asked Bay the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I would love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/39186865

Jeffrey Reder, MD at CenterSquare Investment Management – Conviction in the Middle Market 11/24/2025

Jeffrey Reder, MD at CenterSquare Investment Management – Conviction in the Middle Market This week, I sat down with Jeffrey Reder to unpack how the US real estate market is evolving, why the middle market is delivering some of the most compelling opportunities today, and what it really takes to outperform through multiple cycles. Jeff began his career in corporate finance at Salomon Brothers in New York before transitioning into direct real estate. Since joining CenterSquare in 2006, he has helped build one of the most respected value-add platforms in the country. Today he serves as Portfolio Manager for the firm’s Value-Added Fund series and leads a nationwide team focused on sourcing, underwriting and executing industrial, residential and essential-service retail strategies. We explore how capital, pricing, and investor behaviour are shifting, why discipline around basis and underwriting has never mattered more, and how CenterSquare consistently finds opportunities others overlook. Key Topics Covered In This Episode ✅ Off-Market Edge – How CenterSquare sources more than 80 percent of its transactions off market and why clarity around the “buy box” creates meaningful alpha ✅ The Power of Small Is Mighty – Why infill industrial, essential-service retail and smaller, operationally intensive assets continue to outperform in today’s market ✅ Cycle Discipline – How the team identified valuation risk early and exited multifamily positions before cap rates moved, protecting performance and investor capital ✅ Investment Frameworks – The Five Cs and Three As guiding CenterSquare’s philosophy and how they shape conviction, capital deployment and exit discipline ✅ US Market Opportunity – What global LPs are saying about deploying into the US and why forward supply dynamics may set up one of the most interesting entry points in years ✅ Building a Platform – Lessons from 20 years growing a national value-add business, developing talent, and building repeatable processes that drive consistency And of course, I asked Jeff the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I would love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/39123310

Simon Martin, Senior Partner, Tristan Capital Partners - Cashflow, Cycles & Europe’s Big Opportunity 11/17/2025

Simon Martin, Senior Partner, Tristan Capital Partners - Cashflow, Cycles & Europe’s Big Opportunity The Future of European Real Estate: Capital, Cycles, and Opportunity with Simon Martin, Senior Partner, Chief Investment Strategist & Head of Research - Tristan Capital Partners. €15+ billion AUM leading institutional grade, full-service private equity real estate firm. This week, I sat down with Simon Martin to unpack how Europe’s real estate market is changing and what it means for investors, fund managers, and entrepreneurs today. Simon has helped grow Tristan from a start-up spin-out into a €15 billion manager. For more than twenty years, he has experienced every major market shift and brings a rare perspective on how capital, strategy, and driving returns are changing. We explore what it takes to launch a business in today’s environment, how investor priorities are pivoting, and why Europe may be entering one of its most interesting phases in a generation. Key Topics Covered In This Episode ✅ The Changing Nature of Core Capital – Why the next generation of investors will look very different and what they are seeking today ✅ Building Through Cycles – Lessons from launching a business during the financial crisis and scaling through recovery ✅ Starting a Platform Today – Why creating a new investment business now is harder than ever ✅ European Capital Flows – What global investors are saying about deploying into Europe and where the opportunity set is ✅ Reflections and Lessons – The importance of speed, focus, and coherence in portfolio construction, entry and exit ✅ Looking Ahead – How credit, resilience, and operational performance will shape the next cycle And of course, I asked Simon the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I would love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/39049485

Alistair Smith, Head of Real Estate at Border to Coast – Building a £2bn Pension Property Platform 11/10/2025

Alistair Smith, Head of Real Estate at Border to Coast – Building a £2bn Pension Property Platform What does it take to design and deliver a £2 billion real-estate platform serving over a million UK pensioners - while keeping a long-term focus in a short-term world? This week, I sat down with Alistair Smith, Head of Real Estate at Border to Coast Pensions Partnership, to unpack his 30-year career spanning advisory, private-equity, and institutional real estate - and the leadership lessons learned through every market cycle. Alistair’s journey includes senior roles at abrdn, where he led European real-estate investment management, before joining Border to Coast in 2022 to launch its UK Direct and Global Indirect Pooled Funds - now managing roughly £2 billion across 11 partner funds. We discuss navigating mergers, restructuring portfolios, and how to build enduring value in an industry defined by change. Key Topics Covered In This Episode ✅ From Advisory to Institutional - The path from chartered surveyor to head of real estate ✅ Mergers & Change - Lessons from the abrdn / Standard Life integration ✅ Redundancy & Resilience - How to rebuild and refocus after a career shock ✅ Building Border to Coast - How to pool 11 pension funds and create a £2 billion platform ✅ Long-Term Value - Why durable income beats short-term churn in real-estate investing ✅ Market Outlook - Where he sees opportunity as core real estate rebalances Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they’d invest in if they had £500 million at their disposal? Alistair’s answer reflected discipline, clarity, and a decades-long belief in the power of durable income and quality assets 💷 Got thoughts or questions about this episode? Drop them in the comments - I’d love to hear from you. And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on notifications so you never miss an episode. The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/ /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38952985

Will Rowson, Founder of Newland Capital Partners – Reinventing Through Every Cycle 11/03/2025

Will Rowson, Founder of Newland Capital Partners – Reinventing Through Every Cycle What does it take to stay relevant through four decades, across every market cycle, and still have the hunger to build something new? This week, I sat down with Will Rowson, Founder of Newland Capital Partners, to unpack his 35-year journey across global real estate — from gritty East London industrial estates to leading Europe’s largest investment platform — and what it really takes to adapt, evolve, and keep learning. Will’s career includes senior roles as EMEA CIO at CBRE Investment Management, Equity Partner at Hodes Weill, and CEO of Global Student Accommodation (GSA), where he helped raise over $2 billion in equity. Now, through Newland Capital Partners, he advises leading European managers on capital strategy, equity raising, and navigating a market in flux. We discuss the power of reinvention, lessons from leadership, and where he believes opportunity lies in the “living” and logistics sectors over the next cycle. Key Topics Covered In This Episode: ✅ From Strutt & Parker to CBRE — Lessons from the early days of valuation and leasing ✅ Across the Cycles — What 35 years in European real estate has taught him about timing ✅ Facing Cancer — How a life-changing diagnosis reshaped his outlook and leadership ✅ The Squeezed Middle — Why mid-sized fund managers must adapt or consolidate ✅ Continuation Funds — What they reveal about today’s market ✅ Living & Logistics — Why these two sectors still offer the best risk-adjusted returns Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they’d invest in if they had £500 million at their disposal? Will’s answer was pragmatic, data-driven — and full of hard-won perspective 👌 Got any thoughts or questions about this episode? Drop them in the comments — I’d love to hear from you. And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you never miss an episode. The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38870860

Anthony Maxwell-Jones, Founder of Valorem – Building a Real Estate Platform from Scratch 10/27/2025

Anthony Maxwell-Jones, Founder of Valorem – Building a Real Estate Platform from Scratch What does it take to walk away from a successful private-equity career and build your own real-estate investment platform from scratch? This week, I sat down with Anthony Maxwell-Jones, Founder & Managing Partner at Valorem Investment Partners, to unpack his journey from the early days at Mercer / Castleforge to founding Valorem - and what he’s learned along the way about timing, risk, and backing yourself. Anthony has quietly built one of the UK’s most interesting boutique investment platforms, deploying over £80 million across offices, student, residential, hotel, and strategic-land assets - achieving a 20 % IRR and 2.2× MOIC. We discuss how he spotted opportunity in the wake of the GFC, why he left a newly raised fund to go it alone, and the lessons that came from building Valorem through Brexit, Covid, and a volatile rate cycle. ⸻ Key Topics Covered In This Episode: ✅ From Castleforge to Valorem - How Anthony transitioned from analyst to entrepreneur ✅ The Leap - What gave him the confidence to found his own firm at 27 ✅ Covid Chaos - How a “malicious virus clause” saved a £90 million office scheme ✅ Family Office Capital - Building trust, track record & long-term partnerships ✅ Discipline & Patience - Investing through a stagnant market without pressure to deploy ✅ Future Focus - Why defence infrastructure and core-plus offices are on his radar ⸻ Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they’d invest in if they had £500 million at their disposal? Anthony’s answer did not disappoint 👌 Got any thoughts or questions about this podcast? Drop them in the comments - I’m always up for a chat! And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you never miss an episode. The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/ /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38774085

José Pellicer, Founder Partner of Evonite – De-Globalisation, Contrarian Bets & The Next Decade of Real Estate 10/20/2025

José Pellicer, Founder Partner of Evonite – De-Globalisation, Contrarian Bets & The Next Decade of Real Estate What happens when the global order that shaped real estate for decades begins to fracture? This week, I sat down with José Pellicer, Founder Partner at Evonite, to unpack how de-globalisation, contrarian bets, and a smarter approach to thematics will shape the winners of the next 5–10 years. José brings a sharp, historically grounded perspective on risk pricing, macro shifts, and how to identify real opportunities in a noisy market. From railway mania in the 1840s to data centres today, he explains why blindly following themes isn’t enough — and where nimble managers can still find edge. We explore how the investment landscape is changing, who stands to win, and the mindset required to build conviction in a fragmented world. ⸻ Key Topics Covered In This Episode: ✅ De-Globalisation — The end of the “safe seas” era and why it matters for real estate ✅ The Next Decade — Who wins as global power dynamics shift ✅ Thematics vs Bottom-Up — Why real opportunities aren’t found by following the herd ✅ Contrarian Bets — Where pricing risk correctly can create outsized returns ✅ Blackstone & Bad Emperors — Lessons from history and market cycles ✅ Opportunity for Real Estate — How nimble managers can thrive in polarised markets ⸻ Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal? José’s answer did not disappoint 👌 Got any thoughts or questions about this podcast? Drop them in the comments — I’m always up for a chat! And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you never miss an episode. The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/ /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38626635

Christophe Garbe, Managing Partner of GARBE - Building a Pan-European Real Estate Powerhouse 10/13/2025

Christophe Garbe, Managing Partner of GARBE - Building a Pan-European Real Estate Powerhouse Building a Pan-European Real Estate Powerhouse | Christophe Garbe (GARBE) Subscribe To My Channel For More Videos: 👉 http://peoplepropertyplace.com/ Hey Everyone, Welcome Back! What does it take to scale a family-run development business into a €15 billion pan-European real estate platform? This week, I sat down with Christophe Garbe, Managing Partner of GARBE, to unpack how he grew the company from its Hamburg roots into one of Europe’s leading logistics and real estate players — now operating across 13 countries with 21 offices. Christophe shares his journey from joining the family business to taking over the UK arm just before the Global Financial Crisis, rationalising the platform, and spearheading GARBE’s “2.0” strategy — doubling down on logistics, expanding into residential and science & tech, and building out a European development and fund management engine. We explore how GARBE has navigated shifting market cycles, why decentralisation has been key to their growth, and how Christophe is positioning the business for the next chapter of European real estate. ⸻ Key Topics Covered In This Episode: ✅ Scaling Across Europe – From Hamburg beginnings to a €15 billion platform spanning 13 countries ✅ Crisis Leadership – Taking over the UK business on the eve of the GFC ✅ Strategic Evolution – Logistics, residential, science & tech, data centres and beyond ✅ Decentralised Model – Empowering local teams to drive accountability and growth ✅ Lifelong Learning – How studying at Harvard sharpened strategic thinking despite dyslexia ✅ Market Outlook – Navigating uncertainty and spotting opportunities across European markets ⸻ Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal? Christophe’s answer did not disappoint 👌 Got any thoughts or questions about this podcast? Drop them in the comments — I’m always up for a chat! And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you never miss an episode. The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/ /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38544815

James Agar, Head of Real Estate Origination at PIC Capital - How Pension Funds Are Powering UK Housing 10/06/2025

James Agar, Head of Real Estate Origination at PIC Capital - How Pension Funds Are Powering UK Housing What happens when billions of pounds of pension money flow into real estate? Can creative deal structures solve the UK’s housing and regeneration challenges in a high-rate environment? This week, I sat down with James Agar, Head of Real Estate Origination at PIC Capital, the investment arm of Pension Insurance Corporation plc, to unpack how institutional capital is reshaping housing, regeneration, and long-income strategies across the UK. James takes us inside PIC’s £50bn balance sheet and explains how his team sources, structures, and deploys capital across Build to Rent, affordable housing, senior living, and major regeneration schemes like Miller’s Quay. We discuss how regeneration leases and innovative financing models are unlocking projects, how ESG and social value are being embedded into institutional strategies, and why the lines between real estate and infrastructure are blurring faster than ever. Key Topics Covered In This Episode: ✅ Institutional Capital in Action – How PIC invests £50bn into long-term, inflation-linked real estate ✅ Regeneration Leases – Creative structures unlocking major housing and urban projects ✅ Affordable Housing – Partnerships with Homes England and Muse to deliver low-carbon schemes ✅ BTR & Living Sectors – Why single-family housing and suburban BTR are key growth areas ✅ Viability Challenges – Making deals stack in a high interest rate world ✅ ESG & Social Value – How PIC aligns pension liabilities with real-world impact ✅ Real Estate vs Infrastructure – The blurring lines shaping future investment strategies Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal? James’s answer did not disappoint 👌 Got any thoughts or questions about this podcast? Feel free to share them in the comments — I’m always up for a chat! And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you’ll never miss an episode. The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38459305

#144 Manish Gudka - CEO of Aprirose Real Estate Investment 09/25/2025

#144 Manish Gudka - CEO of Aprirose Real Estate Investment Manish Gudka | Baptism of Fire to £1bn Deals | People Property Place Podcast Subscribe To My Channel For More Videos: https://www.youtube.com/channel/UCLeY7xnoJ08uYlGb-Y0j96A For many, real estate careers are about steady growth, one sector, one model. But Manish Gudka’s story at Aprirose shows what it takes to adapt, survive, and thrive across cycles. From the family soap business in Kenya seeding property investments in the UK, to steering Aprirose through the Global Financial Crisis and beyond, this is a journey about resilience, reinvention, and family values. In this episode, Manish reflects on his baptism of fire managing 14 tenants in Manchester, the hard lessons from 2007–09, and what it’s like building a £1bn platform side-by-side with his 84-year-old father, who still takes the Tube into the office. We talk candidly about capital raising, investor trust, and why Aprirose has deliberately resisted the blind-pool fund model in favour of long-term deal-by-deal partnerships. This is a rare, wide-ranging conversation with a CEO who rarely speaks publicly — packed with insights on markets, leadership, and the realities of running a family-backed platform. Key Topics Covered In This Episode: ✅ Baptism of Fire – What a 14-tenant Manchester property taught him early in his career ✅ Cycles & Crises – How the 2007–09 crash reshaped Aprirose’s strategy ✅ Investor Trust – Why transparency and alignment matter more than structures ✅ Family & Leadership – What it’s really like working with his father every day ✅ Capital Raising – The deal-by-deal approach and why Aprirose never launched a blind pool fund ✅ Resilience – The mindset needed to firefight tenants, banks, and downturns ✅ Growth Vision – Where Aprirose sees opportunity in the next decade Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal? Don’t miss Manish’s answer in this episode! Got any thoughts or questions about this podcast? Feel free to share them in the comments, I’m always up for a chat! And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you’ll never miss out on the next podcast. 🎧 Listen Here: https://linktr.ee/peoplepropertyplace The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. You can also connect with me on social media, I’d love to hear from you there too. Thanks again for hanging out with me! 🔊 LIKE ➡️ SHARE ➡️ SUBSCRIBE https://linktr.ee/peoplepropertyplace /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38347080

#143 Simon Betty - Head of Europe - Northwest Healthcare Properties REIT 09/18/2025

#143 Simon Betty - Head of Europe - Northwest Healthcare Properties REIT From billion-euro retail deals to leading Europe’s largest apartment hotel operator, and now steering one of the fastest-growing healthcare real estate platforms, Simon Betty’s career has spanned multiple cycles, asset classes, and countries. In this episode, Simon shares how his early career choices set him on a path into retail, how he navigated Hammerson through some of its most challenging moments, and what it was really like to run the €2.5B Project Jewel transaction in Ireland. We dive into the lessons he learned leading through the brutality of Covid, why the macro always wins in real estate, and how healthcare has become one of the most thematically supported sectors in Europe today. This is a candid conversation about deals, leadership, and how to thrive in sectors that are built for the future. Key Topics Covered In This Episode: ✅ Project Jewel – Inside the high-stakes €2.5B Ireland loan portfolio acquisition ✅ Retail Realities – The brutal impact of Covid and the £800M rescue rights issue ✅ Macro vs Micro – Why timing beats talent in determining real estate returns ✅ Leadership Lessons – How saying “yes” shaped his career across multiple sectors ✅ Hospitality Shift – What running Adina taught him about operations and culture ✅ Healthcare Growth – Why cure-based facilities are becoming Europe’s next big asset class ✅ The Future – Where capital is heading in European real estate over the next decade Oh, and one last thing… In every episode, I ask each guest: Who are the People, what Property, and which Place they would invest in if they had £500m at their disposal? Don’t miss Simon’s answer in this episode! Got any thoughts or questions about this podcast? Feel free to share them in the comments, I’m always up for a chat! And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you’ll never miss out on the next podcast. 🎧 Listen On: Spotify: https://open.spotify.com/show/6oCDnwWSTP685l6sn8F0a6 Apple Podcasts: https://podcasts.apple.com/us/podcast/people-property-place/id1652694140 The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. You can also connect with me on social media, I’d love to hear from you there too. Thanks again for hanging out with me! Subscribe To My Channel For More Videos: https://www.youtube.com/channel/UCLeY7xnoJ08uYlGb-Y0j96A 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE ► Rockbourne Website: www.rockbourne.com ► PPP Podcast LinkedIn Page: https://www.linkedin.com/showcase/people-property-place-podcast/about/?viewAsMember=true ► Matthew Watts LinkedIn Profile: https://www.linkedin.com/in/matthew-watts-51575a57/ ► Business Enquiries: mwatts@rockbourne.com /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38261110

#142 Leo Shapland - Chief Executive of the King’s Cross Estate 09/11/2025

#142 Leo Shapland - Chief Executive of the King’s Cross Estate Leo Shapland, Chief Executive of the King’s Cross Estate, joins me on the People Property Place Podcast 🎙️ this week. He reflects on his formative experiences at Brookfield Multiplex, to building international platforms at Tishman Speyer, returning to London with Aviva, then leading at Workspace before taking on his current role overseeing one of Europe’s most successful regeneration projects. Leo reflects on career pivots between investment, development, and leadership, the lessons learned on his journey. He shares candid thoughts on today’s market dynamics, and what it really takes to run a complex, mixed-use estate that attracts 20 million visitors a year. If you’re interested in global real estate careers, platform-building, large-scale regeneration, or the future of London’s office and mixed-use market, this episode is for you. Key Topics Covered in This Episode: • How watching the regeneration of Shad Thames sparked his interest in real estate. • Leaving Cushman after just two days to join Multiplex, taking on pan-European acquisitions in his early 20s. • What a decade at Tishman Speyer taught him about capital raising, transactions, and development. • Lessons from moving abroad: delivering large office and residential projects in San Francisco and opening Tishman’s Seattle office. • Why he shifted from pure investment to broaden out into development, operations, and leadership. • Returning to London: Aviva Investors, governance, ESG, and making countercyclical bets during Covid. • The Workspace experience: working closely with entrepreneurial SME customers and running a vertically integrated platform. • Why Kings Cross is, in his view, one of Europe’s best regeneration schemes - and what the future looks like • His take on the market – where demand is strongest and what is the hardest to make work right now. And finally... With £500m to invest, which People, what Property, and which Place would he choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire. If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn. #realestate #property #podcast #placemaking #regeneration #realestateinvestment #kingscross #London /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38092865

#141 Jay Kwan - Managing Director and Head of Europe at QuadReal Property Group 09/04/2025

#141 Jay Kwan - Managing Director and Head of Europe at QuadReal Property Group Jay Kwan, Managing Director and Head of Europe at QuadReal Property Group, joins me on the People Property Place Podcast this week. We cover Jay’s global journey from humble beginnings in LA, to Lehman Brothers, to leading international investment teams at Soros and TPG, and now spearheading QuadReal’s growth across Europe. Jay shares hard-won lessons on capital cycles, navigating workouts, and building trust-based partnerships across multiple markets. He breaks down the thinking behind QuadReal’s platform strategy, sector convictions, and how they deploy long-term capital flexibly across the risk curve. If you're interested in global real estate investing, institutional capital, platform-building, or market timing, this episode is worth your time. Key Topics Covered in This Episode: • Breaking into real estate through Lehman Brothers and surviving the “Squid Game” analyst culling • Gaining an edge through international experience across Asia, Europe, the US and Russia • Learning through workouts, restructurings and JV fallouts that shaped his investment approach • Building QuadReal in Europe from scratch. First hires, first deals, and their conviction-led strategy • Why cultural and ethical alignment matter more than strategy • Want to partner with QuadReal? Jay shares what they look for in an operating partner • Navigating market uncertainty and geopolitical risk while staying agile • The myth of permanence and how sectors can shift faster than expected · Why you shouldn’t chase a pay cheque, instead focus on stacking skills, take international chances, and look for asymmetric opportunities. And finally... With £500m to invest, which People, what Property, and which Place would he choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire. If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn. #realestate #privateequity #property #podcast #investor /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/38076875

#140 James Craig, Co-Founder of Oval Real Estate 08/28/2025

#140 James Craig, Co-Founder of Oval Real Estate James Craig, Co-Founder of Oval Real Estate, joins me on the People Property Place Podcast this week. We discuss James’s journey from surveying to running a diversified real estate investment business. He reflects on pivotal career decisions, key deals, and the thinking behind Oval’s sector-agnostic strategy. James shares lessons from launching Oval in a down market, building high-trust partnerships, and navigating complex development and regeneration projects. He also gives his view on current market dynamics, the role of public-private collaboration, and what it takes to build a successful, enduring real estate business. If you're interested in real estate entrepreneurship, platform-building, public-sector partnership, or value-add investing, this episode is for you. Key Topics Covered in This Episode: · Betting on Fit Over Convention · Why he walked away from his APC and corporate surveying path early, in favour of an entrepreneurial property trading-led environment. · Skill stacking – how he learned to originate, manage, and exit deals across Europe · Reality of trying, (unsuccessfully) to match deals with capital, and the lessons learnt · Oval’s origin story, approach to business, investment thesis and partnership philosophy · How they have pivoted during market cycles, and have deliberately avoided single-sector exposure. · Inside scoop on what it takes to have a successful public & private partnership · We discuss key deals, from Digbeth and the Langham Estate to Mayfair offices and the £900m Henderson portfolio · Message to would-be founders: "Don’t wait. It doesn’t matter if it’s a good or bad market. You’ve just got to go for it." And finally... With £500m to invest, which People, what Property, and which Place would he choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire. If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn. #realestate #property #podcast #regeneration #realestateinvestment #placemaking #offices #birmingham #london /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/37984305

#139 Kevin Mofid, Head of Industrial & Logistics Research at Savills 08/21/2025

#139 Kevin Mofid, Head of Industrial & Logistics Research at Savills Kevin Mofid, Head of Industrial & Logistics Research at Savills, joins me on the People Property Place Podcast 🎙️ this week. We discuss his journey into real estate, the evolution of research in the sector, and key insights into the UK and European logistics markets. Kevin shares his data-driven view of market trends, rental growth dynamics, build-to-suit versus existing stock, and the increasing importance of supply-side fundamentals when making investment decisions. If you're active in the industrial or logistics real estate market across the UK & Europe, and you're interested in data-driven decision-making, or the forces shaping demand and supply in the sector, this episode is for you. Key Topics Covered in This Episode: · Kevin’s unconventional path into real estate, and his pivotal early career moves · The evolution of research from a back-office function to a front-line, strategic, in demand tool · What the UK logistics data is really showing, and why build-to-suit deals are under pressure · Rising vacancy in a market with strong demand, and what that disconnect tells us · Speculative development trends, and how they’re shaping short-term supply risks · Why second-hand stock is growing fast, and how much of it is actually usable · The real drivers of industrial demand, and why retail still dominates · Nearshoring, reshoring, and how they are reshaping long-term European strategy · Rental growth that’s defying historic vacancy relationships, and why · The evolving role of AI in warehousing and supply chain decision-making · Why smart investors are prioritising supply-side data over demand forecasts · Kevin’s take on the biggest risk facing the sector today, and the data point he’s watching most closely Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire. If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn. #realestate #property #podcast #logistics #data #industrial /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/37896970

#138 Philip Stott, Co-Founder of Caisson IO 08/14/2025

#138 Philip Stott, Co-Founder of Caisson IO Philip Stott, Co-Founder of Caisson IO, joins me on the People Property Place Podcast this week. We discuss his early career journey to co-founding Caisson IO, a boutique investment management firm that integrates data and technology to, invest and manage multi-let industrial assets across the UK. Philip shares valuable insights on the role of data in real estate, building a tech-enabled investment platform, and how their approach to asset management has evolved. If you're interested in real estate investment management, data-driven strategies, or scaling a specialised platform in the industrial sector, this episode is for you. Key Topics Covered in This Episode: · Early exposure to real estate and how Philip’s family business influenced his entrepreneurial mindset · How Philip’s career evolved from traditional surveying to tech sales and then pivoting into investment management · Insights from his experience at Yardi, including building their European platform and understanding financial systems and applying this learing to the investment management space · How they launched the business - raising capital from friends and family · How data-driven insights help Caisson IO identify market trends and opportunities in multi-let industrial assets · The resilience and appeal of multi-let industrial assets as a stable income-generating asset class · Building a strong, collaborative team and fostering a culture of empowerment for business growth · Caisson IO’s plans for future growth, leveraging specialixed expertise and data-backed strategies And finally... With £500m to invest, which People, what Property, and which Place would Philip choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire. If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/37808745

#137 Philip Gadsden - Managing Partner at Orchard Street Investment Management 08/07/2025

#136 Marcus Meijer - Founder and CEO of MARK 07/31/2025

#135 Jon Lurie - Founder of Realty Corporation 07/24/2025

#134 Gawain Smart - CEO of International Campus Group 07/17/2025

#133 Dean Harrison, Founder of Harleyford Capital 07/10/2025

#133 Dean Harrison, Founder of Harleyford Capital Dean Harrison, Founder of Harleyford Capital, joins me on the People Property Place Podcast 🎙️ this week. We explore his journey from a motocross-obsessed upbringing to building Harleyford Capital, a best-in-class institutional operating platform in one of the toughest real estate markets of the last decade. Dean breaks down the discipline, grit, and mindset needed to build something from scratch. If you’re thinking about launching your own platform, raising capital, or understanding how Dean and his partners got the platform off the ground, this one’s worth your time. Key Topics Covered In This Episode: How a year driving mid-box developer Jeff Penman of Tungsten Properties shaped his early ambitions Deans early career moves, and skills acquired to break into real estate private equity His 10-year career at InfraRed Capital Partners - its unique culture, approach and how it gave him outsized responsibility Honest reflections on the brutal challenges of launching the business Building a platform that institutional investors want to work with, and the Harleyford USP Getting up at 4:30am, cutting out alcohol, and the personal productivity shifts needed to go through the gears, building the business Going from standing start to putting £250m+ to work in 18 months What is New Economy Real Estate and what is the investment angle? What he looks for in institutional partners - and the three traits every hire at Harleyford must have And finally... With £500m to invest – which People, what Property, and which Place would Dean choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast 🎙️ is powered by Rockbourne – Giving Real Estate Investors a difficult choice of who to hire. If you're serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/37355085

#132 RECAP with Morwenna Hall - Chief Operating Officer - Related Argent 07/03/2025

#132 RECAP with Morwenna Hall - Chief Operating Officer - Related Argent Revisiting: How Developers Are Becoming City Builders – with Morwenna Hall, COO, Related Argent In this special recap episode, we revisit one of our most thought-provoking conversations — with Morwenna Hall, Chief Operating Officer at Related Argent. As we reflect on the highlights from this episode, we explore how Morwenna redefines the role of the modern developer — far beyond bricks, leases, and rent reviews. From rebuilding schools and delivering healthcare infrastructure to cultural placemaking and tenant matchmaking, her insights challenge outdated models of real estate and asset management. 💡 Key themes in this recap: • Why developers now have civic responsibilities • The rise of cross-disciplinary teams in real estate • How to stay relevant in a rapidly evolving industry • Why curiosity and flexibility matter more than qualifications • What makes someone indispensable in modern placemaking If you missed the full conversation, this recap will give you a powerful snapshot. And if you’ve heard it before, this is your chance to revisit the big ideas — and reflect on how much the industry has already shifted. Got any thoughts or questions about this podcast? Feel free to share them in the comments, I’m always up for a chat! And if you’re enjoying what I’m putting out, don’t forget to hit subscribe and turn on the notification bell so you’ll never miss out on the next podcast. 🎧 Listen On: Spotify: https://open.spotify.com/show/6oCDnwWSTP685l6sn8F0a6 Apple Podcasts: https://podcasts.apple.com/us/podcast/people-property-place/id1652694140 The People Property Place Podcast is powered by Rockbourne – Recruiting Leadership & Future Leadership hires for Real Estate Funds, Owners, Investors & Developers. You can also connect with me on social media, I’d love to hear from you there too. Thanks again for hanging out with me! 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE ►Rockbourne Website: www.rockbourne.com ►PPP Podcast LinkedIn Page: https://www.linkedin.com/showcase/people-property-place-podcast/about/?viewAsMember=true ►Matthew Watts LinkedIn Profile: https://www.linkedin.com/in/matthew-watts-51575a57/ ►Business Enquiries: mwatts@rockbourne.com #RealEstate #Placemaking #UrbanDevelopment #Leadership #RelatedArgent #MorwennaHall #Proptech #PodcastRecap #CityBuilding #ModernDeveloper /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/37262540

#131 Natan Lempert, Co-Founder and CEO of Built AI 06/26/2025

#131 Natan Lempert, Co-Founder and CEO of Built AI Natan Lempert, Co-Founder and CEO of Built AI, joins me on the People Property Place Podcast 🎙️ this week. We unpack his journey from investment banking in New York and London to real estate private equity, and ultimately founding Built AI - a platform using AI to streamline underwriting and asset management for institutional real estate investors and brokers. Having been a practitioner, Natan brings deep technical knowledge and has a strong entrepreneurial mindset. If you’re a leader currently looking at your business, working out how you can utilise AI products to streamline decision making this one’s for you. Key Topics Covered In This Episode: · His origin story, growing up in the 90 · His early career moves, in investment banking at Baupost, Goldman Sachs, and Citigroup · Transitioning into real estate, principal investment gaining value add & opportunistic deal experience across Europe · The “1-minute on a Friday” story that inspired Built AI’s creation · What is Built AI, what does it do, and who uses it? · How Built AI enables Investors to screen deals rapidly, removing the inefficiencies and grind of manual underwriting at scale · Advise to investors looking at tech adoption & why you shouldn’t build products in-house · The future of AI agents in real estate and autonomous task management · His vision for Built AI as the operating system for real estate professionals · What the investment manager of the future might look like And finally… With £500m to invest - which People, what Property, and which Place would he choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast 🎙️ is powered by Rockbourne - Giving Real Estate Investors a difficult choice of who to hire. If you’re serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/37156350

#130 RECAP with Keith Breslauer- MD & Senior Partner at Patron Capital 06/19/2025

#130 RECAP with Keith Breslauer- MD & Senior Partner at Patron Capital Keith Breslauer, Managing Director & Senior Partner at Patron Capital Partners, joins me on the People Property Place Podcast this week. Please note that this conversation was originally released on the 18th July 2024, and we have decided to re-release it given the recent news that Mitsubishi Estate Co. has acquired a majority stake in European private equity property fund manager Patron Capital. In this conversation, we trace Keith’s journey from a self-funded entrepreneur in New York to building one of Europe’s leading opportunistic real estate investment firms - Patron Capital Partners, with over €5.4bn raised across 17 countries. Keith is honest, reflective, and deeply driven by purpose. He doesn’t shy away from the challenges and lessons learned from nearly three decades in private equity real estate. If you’re interested in real estate fund management, distressed investing, fundraising, or leadership driven by long-term thinking and values, this episode is jammed packed full of wisdom. Key Topics Covered In This Episode: • Early career lessons and building a software business to fund his education • How a career in secured credit at Lehman Brothers led him into European real estate • Why he left Lehman to start Patron and how he raised his first fund • What made Patron’s hybrid local partner model so effective across Europe • Alignment between LPs, Patron’s internal team, and local operating partners • Why discipline on leverage preserved Patron’s position through GFC and COVID • What he learned from raising and deploying seven funds • We discuss the most recently €860m raise for Fund VII • The opportunity set today - distress, ESG, supply-demand mispricing • Fund structure, deal sizing, and where specifically Patron deploys it capital • The evolution of his investor base and the shift away from US LPs • How political and macro uncertainty is affecting decision-making • Reflections on legacy, purpose, and why charity work has become so central to him And finally… With £500m to invest – which People, what Property, and which Place would he choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast is powered by Rockbourne – Giving Real Estate Investors a difficult choice of who to hire. If you’re serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn. #realestate #privateequity #property #fundmanagement #podcast /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/37060290

#129 Kevin Aitchison MBE, Managing Director – Savills Investment Management (Europe) 06/12/2025

#129 Kevin Aitchison MBE, Managing Director – Savills Investment Management (Europe) In this episode, I chat with Kevin Aitchison, MBE and Managing Director – Head of Europe at Savills Investment Management, about his remarkable journey from building surveyor to being an accomplished CEO, having led firms such as ING Real Estate, Knight Frank Investment Management, and Savills Investment Management’s European platform. Kevin is unassuming, empathetic, honest, open, thoughtful, self-depreciating, humble and is not the stereo typical caricature of a CEO that immediately springs to mind. But boy oh boy does he speak with such authority, wisdom and perspective. If you're interested in leadership, real estate investment management, personal development, lessons learnt, or finding meaning beyond the bottom line, this episode is packed with gems. Key Topics Covered In This Episode: · Early moves from building surveying into asset management and then leadership · Different skill sets needed to start something vs scale something · His take on leadership, the Peter Principle, and sticking to your values · The phone call he thought was a hoax that turned out to be an MBE for services to wheelchair rugby · Market views, structural shifts, and where he sees the opportunity · Therapy, mental health, and the regrets he lives with due to the family time he sacrificed · Fear of failure as a motivator, and how he’s learned to reframe it · Why he writes about leadership, musings, family and mental health on LinkedIn · Advice for people earlier on in their careers · And so much more – the above summary does this conversation a dis-service! And finally... With £500m to invest – which People, what Property, and which Place would he choose? Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast is powered by Rockbourne - Giving Real Estate Investors a difficult choice of who to hire. If you’re serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn. /episode/index/show/9107ac00-20a9-4398-92e7-e03be6ca77a4/id/36964110

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