The Shape of Demand featuring Rob Stuckey

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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