PLAY PODCASTS
Mike Van Konynenburg and David Lehman Discuss the Real Estate Market
Season 12 · Episode 117

Mike Van Konynenburg and David Lehman Discuss the Real Estate Market

This week, we are looking at trends in the US real estate market, where the delta between debt and equity returns is as small as it’s been in 15 years. Mike Van Konynenburg, President of Eastdil Secured, oversees large, real estate transactions including financings, capital raises, sales, and investment banking transactions for institutional real estate owners and lenders. He joins David Lehman, Head of Real Estate Strategies at HPS, as they discuss the property market, the impacts of current policy, and how data centers could fit into investors’ allocations.

The HPScast · Mike Van Konyenburg, David Lehman, colbert cannon

April 9, 202525m 43s

Audio is streamed directly from the publisher (cdn.simplecast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

This week, we are looking at trends in the US real estate market, where the delta between debt and equity returns is as small as it’s been in 15 years. Mike Van Konynenburg, President of Eastdil Secured, oversees large, real estate transactions including financings, capital raises, sales, and investment banking transactions for institutional real estate owners and lenders. He joins David Lehman, Head of Real Estate Strategies at HPS, as they discuss the property market, the impacts of current policy, and how data centers could fit into investors’ allocations.

Topics

marketshpsprivate crediteastdil securedreal estate investingmaturity wallinfrastructureinvestinghps investment partnerscommercial real estaterates