
The Shape of Demand featuring Rob Stuckey
From Insights & Indicators by Carlyle
June 18, 2025 · 20 min
About this episode
Rob Stuckey discusses the shape of final demand and its implications for the real estate market.
Joining Jason in this episode is Rob Stuckey, Head of US Real Estate at Carlyle, for a wide-ranging conversation on the shape of final demand, housing affordability, capital discipline, and the implications of a fast-growing data center sector. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
People in this episode
Host: Jason
Guest: Rob Stuckey
Topics covered
- demand
- housing affordability
- capital discipline
- data center sector
- real estate
Keywords
- demand
- housing affordability
- capital discipline
- data centers
- real estate
Mentioned in this episode
Organizations: Carlyle
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