Show notes
Carly is Global Chief Investment Officer and Head of Investments for Nuveen Real Estate. Nuveen Real Estate is one of the world’s leading investment managers with over $150 billion in assets under management. Globally, she leads a team of 350+ investment professionals responsible for all transactional and asset management functions. Carly is also a member of the Global Executive Leadership team.On this episode, we discuss:Problems in the market todayNuveen's pre-covid pivot away from officeCore drivers in Nuveen's marketsAffordable housing, Industrial, and Retail assetsLinks:NuveenCarly on LinkedInOpenAI's Sora AnnouncementBrandon on LinkedInJuniper SquareTopics:(00:00:00) - Intro(00:00:37) - Carly’s background and career(00:07:35) - How would you describe your role?(00:09:58) - Are there any experiences that were formative in becoming a Global CIO?(00:12:54) - What are some problems that are top of mind when looking at the markets?(00:16:09) - Pivoting from office into housing and industrial pre-covid(00:18:35) - Nuveen’s asset allocation(00:24:47) - Have you changed your approach to recruiting talent?(00:28:14) - What are some core drivers in the regions where you have assets?(00:31:45) - What sectors of the US are you leaning into?(00:35:04) - Affordable housing & mixed use(00:41:38) - How is ecommerce impacting physical retail?(00:45:18) - Thoughts on industrial (00:49:10) - How to get in touch