Institutional Capital Eyes a Return: Joe Paskov - Bentall Green Oak (BGO)
Manage episode 489927717 series 3612821
In this episode of Deal Flow Friday, host David Moghavem speaks with Joe Paskov from Bentall Green Oak about the current state of the real estate investment market. They discuss the challenges and opportunities in various asset classes, the impact of interest rates on investment strategies, and the importance of building strong relationships in the industry. Joe shares insights on BGOs geographic focus, market analysis, AI-driven algorithmic approach to choosing markets, and the dynamics of institutional investors, emphasizing the need for a long-term perspective in navigating the evolving landscape of real estate investing.
Chapters
00:00 Introduction & BGO Overview
03:59 Where’s the Opportunity Now? ZIRP era vs. Today
12:17 Redemption Clauses & The Liquidity Crunch
16:34 What Will Get BGO Off the Sidelines?
24:16 Geographic Focuses in BGO's Fund Strategies
26:03 Inside BGO’s AI-Driven Decision Making in Market Analysis
33:26 Future Deal Activity and Market Trends
39:33 Building Relationships with Institutional Partners
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19 episodes