About this episode

Soultana Reigle discusses PGIM's innovative approach to managing $60 billion in U.S. real estate equity and the shift towards targeted investment strategies.

Season 8, Episode 4: She oversees $60 billion in U.S. real estate equity, and she says the old playbook is done.Soultana Reigle is Managing Director and Head of US Equity at PGIM Real Estate, where she leads the firm's $60B US equity platform and serves as Senior Portfolio Manager for its US value-add strategies. PGIM Real Estate manages over $200B in debt and equity globally, and sits within PGIM, the $1.4T asset management arm of Prudential Financial.In this episode, Soultana breaks down how PGIM is deploying capital across the country, why "sharpshooting" specific deals has replaced broad-based sector bets, and where she's finding the best opportunities in today's market.Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.TOPICS00:00 – Introduction 05:31 – Building a $60B Value-Add Platform from Scratch09:04 – GFC Lessons13:52 – The "Sharpshooter" Strategy and Sourcing $8B in Deal Flow15:02 – Senior Housing and Low-Latency Data Center Thesis25:24 – Buying a San Francisco Office Asset33:48 – Capital on the Sidelines and Navigating "Higher for Longer" Rates44:20 – AI Disruption, Career Advice…

People in this episode

Guest: Soultana Reigle

Topics covered

• real estate investment
• capital deployment
• sharpshooting strategy
• market opportunities
• value-add strategies
• economic trends

Keywords

• real estate
• investment strategy
• capital allocation
• market analysis
• portfolio management
• economic insights

Sponsors

Lennar Investor Marketplace

Mentioned in this episode

Organizations: PGIM Real Estate, Prudential Financial

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