About this episode

The episode features an interview with Jim Corl discussing the interplay between REITs and private real estate investments.

Season 8, Episode 6: Today, we sit down with Jim Corl, Executive Vice President and Head of Private Real Estate at Cohen & Steers, to break down the relationship between listed REITs and private real estate. Jim explains why public markets often reprice first, why private valuations lag, and how that gap can create major opportunities for investors who know where to look.Whether you’re interested in REITs, private real estate, shopping centers, apartments, warehouses, or data centers, this episode is a must-listen. Join us as we dive into valuation discipline, sector rotation, and why Jim believes many investors are still stuck in last cycle’s winners.Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.TOPICS00:00 - Introduction to Jim Corl and Cohen & Steers06:00 - Why REITs Became an Institutional Asset Class12:00 - Buying Residential Lots for 5 Cents on the Dollar18:00 - Why Public Markets Reprice Before Private Real Estate24:00 - Apartments, Warehouses, and the Valuation Hangover30:00 - Why Cap Rates Still Look Too Low in Multifamily36:00 - The Shopping Center Thesis42:00 - Walmart…

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