IREI’s Geoffrey Dohrmann Says Investor Capital Remains Cautious, But Curiosity Returning

About this episode

Geoffrey Dohrmann discusses the cautious approach of institutional investors in the current real estate market amidst uncertainty.

Geoffrey Dohrmann, founder, chairman, and CEO of Institutional Real Estate Inc. (IREI) joined the REIT Report podcast to discuss how institutional investors are navigating the changing landscape of real estate allocations amidst a prolonged period of market uncertainty. “There’s a pricing reset going on, there's capital market stress, and there are structural demand shifts that are happening all at once,” he said. Investors are increasingly unsure about which signals to heed, leading to...

People in this episode

Host: Nareit

Guest: Geoffrey Dohrmann

Topics covered

• real estate
• institutional investors
• market uncertainty
• capital markets
• investment strategies

Keywords

• real estate allocations
• market uncertainty
• capital market stress
• pricing reset
• investor capital

Mentioned in this episode

Organizations: Institutional Real Estate Inc.

More episodes of Nareit's REIT Report Podcast

• Deloitte’s Jonathan Keith Says CRE Investors Should Remain Nimble as M&A Conditions Shift · June 11, 2026 · 12 min
• Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease · June 4, 2026 · 12 min
• PwC’s Tim Bodner Sees Volatility Impacting Pace, Not Direction, of CRE Recovery · May 21, 2026 · 21 min
• Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption · May 14, 2026 · 17 min
• How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource · May 12, 2026 · 23 min
• Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle · May 7, 2026 · 13 min