Episodios

  • Keith Breslauer on Patron Capital and Real Estate Private Equity Investing in Europe
    Apr 8 2026

    Keith Breslauer, founder and managing director of Patron Capital, joins host Raphael Sidelsky to discuss the evolution of Patron into a leading pan-European private equity real estate platform. He shares how the firm built its value-add and opportunistic strategy across Western Europe, expanded into mezzanine credit and separate accounts, and partnered with Mitsubishi Estate to scale the platform. Keith also discusses the importance of governance, disciplined leverage, and local operating expertise, as well as Patron’s charitable housing initiative supporting women and families affected by domestic abuse. The conversation also explores ESG, mid-market opportunities across Europe, and the leadership values that shape Patron’s culture and long-term vision.


    00:00 – Introduction

    00:35 – Meet Keith Breslauer

    03:11 – From Capital Markets to Real Estate

    06:58 – Building Patron Capital & Investor Trust

    14:35 – Patron’s Business Lines & Investment Strategy

    18:44 – Investing Across Europe vs. the U.S.

    23:37 – ESG, Student Housing & Office Opportunities

    27:48 – Culture, Ethics & Leadership Principles

    36:00 – Personal Motivation & Teaching

    38:40 – Advice for Young Real Estate Professionals

    41:48 – Future of Real Estate & AI Impact

    45:00 – Patron Capital Legacy & Philanthropy

    47:00 – Personal Philosophy & Gratitude

    49:00 – Closing Remarks

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    50 m
  • Workforce Housing and the Missing Middle: Meredith Marshall on Scaling BRP Companies in NYC
    Mar 25 2026

    Host Raphael Sidelsky sits down with Meredith Marshall, Co-Founder and Managing Partner of BRP Companies, to discuss his journey from electrical engineering at AT&T Bell Labs to building a leading mixed-income and workforce housing platform. He explains how BRP has grown into a multi-billion-dollar developer by focusing on the “missing middle,” leveraging public-private partnerships, tax credit financing, and institutional capital.

    Meredith shares insights into transformative developments in Jamaica, Queens and Harlem, including the Urban Empowerment Center, and highlights the importance of transit-oriented development and policy alignment to address housing shortages. He also reflects on scaling BRP alongside major partners such as Goldman Sachs Urban Investment Group, his leadership philosophy of empowering teams, and how innovation and disciplined execution are shaping the future of urban development.

    00:00 – Podcast Introduction
    00:35 – Meredith Marshall’s Career Path
    03:40 – Lessons from Investment Banking
    04:45 – Investing Across Africa
    06:10 – Founding BRP Companies
    07:30 – Partnership with Goldman Sachs
    08:45 – BRP Today
    10:10 – The “Missing Middle” Housing Opportunity
    12:30 – Housing Constraints in New York
    15:15 – Transit-Oriented Development Strategy
    17:00 – Jamaica, Queens Development Case Study
    21:40 – Urban Empowerment Center in Harlem
    26:20 – Site K at the Javits Center
    30:00 – Closing Thoughts and Future of Housing Development

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    35 m
  • Anar Chudgar on Building Conviction Without a Wall Street Roadmap
    Mar 11 2026

    Raphael Sidelsky sits down with Anar Chudgar, Co-President of Artemis Real Estate Partners, to discuss her journey from investment banking to leading a $12 billion real estate platform. She shares how Artemis differentiates itself through middle-market investing, emerging manager partnerships, and a strong focus on healthcare and senior housing.


    The conversation explores today’s higher-rate environment, the shift from credit-driven returns to equity opportunities, and valuation disconnects between public and private markets. Anar also discusses Artemis’ strategic partnership with Barings and MassMutual, how the firm maintains flexibility across asset classes and geographies, and why empathy, patience, and proactive leadership are critical to investing successfully across cycles.


    00:00 — Introduction and Artemis overview

    02:40 — Career path from investment banking to real estate investing

    06:30 — Building and scaling Artemis Real Estate Partners

    12:00 — Strategic partnership and platform growth

    16:00 — Senior housing and alternative sector investment strategy

    24:15 — Market cycles, credit vs. equity, and investment timing

    27:45 — Technology, leadership, and career advice

    33:00 — Final reflections and closing

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    35 m
  • Data Center REIT Pioneer to Digital Infrastructure Leader: Hossein Fateh on 25 Years Leadership Role
    Feb 25 2026

    In our first episode of Season 2 of the Real Estate Forum Podcast, host Raphael Sidelsky sits down with Hossein Fateh, Founder and CEO of CloudHQ and Cloud Capital, to explore the evolution of the data center industry and why it has become one of the most durable and strategically important asset classes in real estate.

    Hossein shares his journey from navigating real estate bankruptcies during the dot-com crash to co-founding and taking public an early data center REIT and ultimately building a global data center platform. He breaks down the fundamentals of powered land, long-term tenant relationships, and development yields, while addressing AI-driven demand, infrastructure constraints, financing innovation, and the myths around data center obsolescence. The conversation offers an inside look at the capital markets, operational discipline, and long-term thinking required to build and sustain digital infrastructure at global scale.

    00:00 – Introduction
    00:35 – Guest Introduction
    01:33 – Early Career and Lessons
    02:00 – Building CloudHQ
    06:10 – DuPont Fabros Technology
    14:58 – CloudHQ and Cloud Capital Today
    20:28 – Infrastructure Demand Shifts
    26:35 – Community and Environmental Concerns
    31:59 – Economic Metrics and Underwriting
    40:33 – Global Expansion and Risk Management
    42:21 – Long-term Ownership and Exit Strategies
    46:46 – Technological Advancements and Obsolescence
    56:31 – Future of CloudHQ and Cloud Capital
    61:58 – Closing Thoughts and Recommendations

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    1 h y 5 m
  • Real Estate Forum - Season 2 Trailer
    Feb 20 2026

    Welcome to Season 2 of the Real Estate Forum, a podcast from the Paul Milstein Center for Real Estate at Columbia Business School.


    Home to Columbia’s renowned MBA Real Estate Program, the Milstein Center serves as a platform for thought leadership and exchange, connecting world-class faculty and deep industry expertise in the heart of New York City.


    Hosted by Raphael Sidelsky '99, this season, we go deeper into the forces reshaping today’s real estate landscape—through timely conversations with industry leaders, investors, operators, and developers, alongside insights from Columbia Business School’s world-class faculty and original research from the Milstein Center’s Research Lab.


    From capital markets and development to innovation, strategy, and sustainability, Season Two explores the ideas and decisions defining what comes next for the built environment.


    Whether you’re a real estate professional, investor, student, or simply passionate about cities and the spaces we inhabit, the Real Estate Forum delivers informed perspectives from one of the world’s leading real estate programs—based in New York at the center of the global capital markets.
    Subscribe wherever you get your podcasts and join us for Season Two.


    The Real Estate Forum podcast is produced by The Podcast Consultant with special thanks to Executive Producer Maria Fera.

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    2 m
  • Economic Briefing with Glenn Hubbard and Abby Joseph Cohen: A Special Season Finale
    Dec 17 2025

    In this special episode of the Real Estate Forum podcast, two of Columbia Business School’s most distinguished economists, Glenn Hubbard, Dean Emeritus of Columbia Business School, and Abby Joseph Cohen, Professor at Columbia Business School and former Chief Investment Strategist at Goldman Sachs, came together on December 2, 2025, for a timely economic briefing at the 18th Annual Columbia Business School Real Estate Symposium on Columbia Business School’s Manhattanville campus.


    In a wide-ranging and candid conversation, Glenn and Abby examine the state of the U.S. and global economy through the lens of real estate. They discuss the macroeconomic forces shaping capital markets, the evolving policy environment, interest rate expectations, and the structural shifts influencing asset values and long-term investment strategies. The discussion highlights both the headwinds and opportunities facing real estate investors, owners, and operators as they navigate today’s complex economic landscape.

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    57 m
  • From Market Cycles to Digital Infrastructure: Adam Gallistel on Co-Leading CBRE Investment Management
    Dec 10 2025

    In this episode of the Real Estate Forum, host Raphael Sidelsky interviews Adam Gallistel, co-CEO and CIO of CBRE Investment Management. They discuss Adam's experience in global real assets investment, his insights on market cycles, and CBRE IM's strategic positioning in the evolving landscape of real assets. Adam shares his thoughts on the importance of humility, preparation, and flexibility in investing, as well as the cultural and strategic advantages of CBRE IM. The conversation also covers the opportunities in digital infrastructure, the US and European real estate markets, and the potential for retail capital inflows into alternatives.


    00:00:00 Introduction and Guest Introduction
    00:05:00 Adam's Experience and Insights
    00:10:00 Investment Philosophy and Strategy
    00:15:00 Opportunities in Digital Infrastructure
    00:20:00 US and European Real Estate Markets
    00:25:00 Retail Capital and Future Trends
    00:30:00 Career Advice and Personal Insights
    00:35:00 Conclusion and Closing Remarks

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    41 m
  • Transforming Iconic Properties: Jonah Sonnenborn and Access Industries’ Global Portfolio
    Nov 26 2025

    In this episode of the Real Estate Forum, host Raphael Sidelsky sits down with Jonah Sonnenborn, Head of Real Estate at Access Industries, to discuss his journey from investment banking to leading a global real estate portfolio. Jonah shares Access Industries’ strategic approach to building and managing iconic properties worldwide, highlighting landmark projects such as Faena District, One High Line, The Ocean Club, and Grand Hotel du Cap Ferrat.


    The conversation covers the role of placemaking in creating lasting value, the balance between trophy assets and recurring platform plays, and the importance of long-term vision, hands-on leadership, and strategic partnerships in shaping the future of global real estate investing.

    Photography Credit: Jonah Sonnenborn photo by Sasha Maslov.
    Chapters:

    (00:00:00) Introduction to the Real Estate Forum
    (00:00:35) Meet Jonah Sonnenborn
    (00:02:16) From Investment Banking to Real Estate
    (00:07:59) Building Access Industries’ Real Estate Platform
    (00:08:51) Case Studies: Faena District and One High Line
    (00:13:29) The Ocean Club and Grand Hotel du Cap Ferrat
    (00:16:45) Balancing Trophy Assets and Platform Plays
    (00:19:04) Navigating Real Estate Challenges
    (00:20:06) The Role of Placemaking
    (00:20:56) Team Building and Strategic Partnerships

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    29 m