Leading Voices in Real Estate

In this episode of Leading Voices in Real Estate, Matt Slepin sits down with retiring Cornell Nolan School of Hotel Administration Dean Kate Walsh for a wide-ranging conversation about the evolving role of hospitality within real estate and business leadership. Recorded during Walsh’s final month as Dean, the discussion explores Cornell’s outsized influence on the global hotel industry and the powerful network and culture that have shaped generations of hospitality leaders.The episode goes beyond hotels to examine how hospitality principles—service, operations, resident experience, and organizational culture—are increasingly influencing other real estate sectors, especially multifamily housing. Slepin connects these themes to broader industry shifts toward operational excellence, technology integration, and customer-centric leadership. Drawing on both personal travel experiences and professional insights from executive recruiting at ZRG, the conversation highlights why hospitality mindsets are becoming essential across the real estate landscape.

This episode of Leading Voices in Real Estate features a conversation with Margette Hepfner and Sam Bakshandehpour of BILT, a platform bringing hospitality and rewards into the multifamily housing space. The discussion explores how BILT fits into the broader apartment ecosystem and highlights a larger industry shift toward a more customer-focused, service-driven model.Building on insights from recent conversations and industry events, the episode underscores how differentiation in today’s market is increasingly happening at the operator level. As ownership remains relatively fragmented, operators are consolidating and investing in technology, platform capabilities, and hospitality-driven experiences to better serve residents. Strong service not only enhances customer satisfaction but can also drive tangible business outcomes like rent growth, retention, and overall performance.The episode also touches on the growing importance of industry reputation and the need for a more customer-oriented approach to help mitigate regulatory pressures. Overall, this conversation reinforces the idea that the future of multifamily real estate will be shaped by those who prioritize service, platform thinking, and the resident experience.

A wide-ranging conversation with economist and Rent Roll podcast host Jay Parsons on the current state of the apartment industry and adjacent sectors, including single-family rentals (SFR), build-to-rent (BTR), student, and senior housing. Jay shares key market trends, regulatory challenges, and myth-busting insights, most notably that while property management has consolidated, ownership in the multifamily sector remains highly fragmented. The episode offers a thoughtful look at how scale, operations, and evolving market dynamics are shaping the future of housing.

This episode of Leading Voices in Real Estate features a conversation with Argentine politician Horacio Rodríguez Larreta, recorded in Buenos Aires at the end of Matt Slepin’s South American trip. Unlike the previous episode focused on real estate investment in Chile, this discussion centers less on property markets and more on leadership, governance, and the economic challenges facing Argentina.Larreta shares his perspective on navigating political leadership in a country marked by ongoing economic instability, explaining why Argentina remains difficult for institutional real estate investment. The conversation explores the importance of political moderation and consistency in creating long-term stability, as well as his broader vision for the country’s future.While real estate topics are touched on, the episode ultimately offers a deeper look at how politics, economic policy, and leadership intersect in shaping investment environments, along with reflections on Argentina’s resilience and global significance despite its challenges.

In this episode of Leading Voices in Real Estate, host Matt Slepin sits down with Francisco Rencoret for a live conversation recorded atop the landmark mixed-use development MUT in Santiago.Slepin reflects on his travels through Chile, highlighting the country’s modern infrastructure, vibrant urban energy, and the success of large-scale developments like MUT as standout examples of placemaking. He also shares observations on Chile’s geographic diversity, welcoming culture, and appeal as both a travel destination and business environment.The episode weaves in broader insights on Chile’s political and economic stability, shaped by its history, including perspectives tied to Augusto Pinochet, setting the stage for a conversation that blends real estate, culture, and global context.

In this episode of Leading Voices in Real Estate, host Matt Slepin sits down with Justin Pattner, Head of Real Estate Equity, Americas at KKR, for a wide-ranging conversation recorded on February 26. The discussion explores the major forces shaping today’s real estate investment landscape, including global capital flows, the evolution of REITs in comparison to private equity and traditional real estate investment managers, and the role of operating platforms versus partnerships with external operators.Matt also shares his perspective as both a recruiter and interviewer, emphasizing that the most authentic insights into leadership often emerge not from scripted responses, but from the open space within longer, more candid conversations. Through this lens, his discussion with Justin moves fluidly across KKR’s real estate strategy, the firm’s investment approach, how it differentiates itself in the market, and Justin’s role within the broader platform.The episode blends industry expertise with a thoughtful exploration of leadership, culture, and the passion that drives professionals across the real estate sector.

Thirteen months after the devastating Los Angeles wildfires, Lew Horne and David Waite return to Leading Voices to provide a candid update on recovery, rebuilding, and the long road ahead.With more than 13,000 structures lost, including over 12,000 homes, the scale of rebuilding remains immense. More than 3,100 permits have been issued and nearly 900 homes are now under construction, yet fewer than a dozen have received certificates of occupancy. The conversation explores why progress feels slow, what is working, and where friction still exists.Lew and David discuss permitting timelines, the rollout of professional self-certification and AI-assisted plan review, the formation and progress of the Builders Alliance, insurance challenges, environmental cleanup standards, and the emotional realities families face when deciding whether to rebuild or relocate.This episode also includes a prerecording of their earlier conversation, offering listeners helpful context on where recovery efforts began and how priorities have evolved over the past year.They reflect on lessons learned, from public-private collaboration to resilience planning, and how these insights can shape responses to future natural disasters.This episode offers an honest look at recovery, policy innovation, and the complex human decisions behind rebuilding communities.

In Part II of Leading Voices in Real Estate, host Matt Slepin continues his conversation with Roy March, CEO of Eastdil Secured, exploring what has made the firm a true powerhouse in the commercial real estate investment business.This episode moves beyond history to focus on the cultural DNA, client-first philosophy, and strategic discipline that have defined Eastdil’s success. Roy shares candid insights on leadership, the importance of language, and why he sees himself not as a broker but as an investment banker. His perspective highlights how mindset shapes positioning, credibility, and long-term impact.A central theme is the transformative merger between Eastdil and Secured Capital, and how the partnership between Roy March and Mike Van Konynenburg created a powerful synergy that elevated the firm to new heights. The conversation also places Eastdil within the broader competitive landscape, comparing its culture and focus with industry leaders such as CBRE, JLL, Cushman & Wakefield, and Newmark, as well as investment-focused firms including Walker & Dunlop, Berkadia, and Marcus & Millichap.The episode also touches on succession, industry evolution, and what may lie ahead as markets recover into the next cycle. For listeners interested in leadership, advisory businesses, and the evolving role of investment bankers in real estate, this conversation offers thoughtful perspective and practical insight.

In Part I of this two-part conversation, Leading Voices in Real Estate host Matt Slepin sits down with legendary Eastdil Secured CEO Roy March, joined by ZRG colleague Alan Walker, for a wide-ranging discussion on the evolution and institutionalization of the real estate industry. Recorded in Santa Monica, the episode traces Eastdil’s origin story and the broader transformation of real estate from the early 1980s through the Global Financial Crisis, offering essential context for understanding today’s global capital markets. March shares granular, firsthand stories from landmark transactions, including the sale of Equity Office Properties from Sam Zell to Blackstone, providing rare oral history from someone who was truly “in the room where it happened.” The conversation also explores what distinguishes great, value-add advisors, highlighting the role of wisdom, judgment, and storytelling in transactional businesses. Part II will dive deeper into Eastdil’s platform and what has made it one of the most dominant players in the global transactions marketplace.

In this episode of Leading Voices in Real Estate, host Matt Slepin sits down with Sonny Kalsi, CEO of BGO, a global real estate investment manager with over $90 billion in assets under management. Continuing the show’s multi-episode theme of thinking broadly, both globally and long term, this conversation explores how commercial real estate has evolved and what the next decade might look like in an increasingly unpredictable world.Following recent and upcoming conversations with Tim Bodner of PwC and Roy March of Eastdil Secured, Sonny offers a distinct perspective shaped by experience across market cycles and geographies. He shares the remarkable story of leaving Morgan Stanley in the depths of the Global Financial Crisis, founding GreenOak in 2010, and through growth and strategic M&A, helping build what is now BGO, a leading global real estate platform.Beyond markets and investment trends, Matt and Sonny dive into a core Leading Voices theme, the value of the business platform itself. Sonny speaks candidly about people, culture, and the less tangible elements that drive long term enterprise value, factors that matter just as much as AUM in building a durable and resilient organization.This wide ranging conversation covers global capital flows, long term investment thinking, leadership through uncertainty, and the cultural foundations behind building a world class real estate firm. As always, it is a thoughtful and forward looking discussion for anyone seeking to better understand where the real estate business has been and where it may be headed. Another great Leading Voices conversation.

Leading Voices in Real Estate kicks off 2026 and Season 9 with a wide-lens conversation on global real estate trends and long-term market shifts. Host Matt Slepin is joined by Tim Bodner, Global Real Estate Deals Leader at PwC and a key voice behind PwC and ULI’s Emerging Trends in Real Estate report, now in its 47th year.Rather than focusing on short-term topics, this episode explores the fundamental forces shaping real estate globally. Tim shares insights on investor drivers, return expectations, investment structures, time horizons, and how capital is being allocated across U.S. and international markets, including traditional asset classes, infrastructure, and specialty sectors.This episode sets the tone for a broader 2026 series examining global capital flows, investment strategy, and long-term transformation across the real estate landscape.

In the final episode of 2025, the microphone is flipped as Matt Sleppin appears as a guest on Lance Woods’ Fortunes of the Brave podcast. Recorded on October 16, the conversation, titled From Cowboys to Platforms, explores the evolution of the real estate industry from founder driven “Cowboy” businesses to resilient, institutional platforms. Drawing on more than 40 years of experience, Matt shares insights on leadership, building enduring business platforms, and what creates meaningful and successful careers in real estate. This episode captures the core themes behind Leading Voices in Real Estate and ZRG’s work helping companies transition from founder led organizations to sustainable platforms built for long term success.

This episode of Leading Voices in Real Estate features an in-depth conversation with Don Wood, CEO and President of Federal Realty Investment Trust, one of the oldest companies in the REIT industry and the only one to raise its dividend for 58 consecutive years. Don and host Matt Slepin discuss how the REIT investor base has evolved during his tenure, the growing contrast between public REITs and private equity, and how leading REITs use joint ventures to diversify their capital.The episode covers Federal’s 27 million square foot retail and mixed use portfolio in high income, high barrier markets and looks at the company’s value through both NAV and cash flow perspectives. They explore the unique aspects of retail real estate, including tenant strategy, placemaking, and creating destinations where people want to shop and gather. The conversation also highlights the importance of pairing a strong operating platform with a top tier portfolio.Matt reflects on the broader retail environment during Black Friday, encourages listeners to think about their impact and leadership at this time of year, and shares plans for the podcast’s expanded global focus in 2026.

In this episode of Leading Voices in Real Estate, host Matt Slepin speaks with Jeremy Bromfman, CEO and founder of Lincoln Avenue Communities, one of the nation’s top affordable housing owners and developers. Founded in 2016, the company has quickly grown into a leading force addressing housing affordability across the country. The discussion focuses on how Jeremy thoughtfully built the organization from the ground up and his perspective on leadership in the affordable housing space.Matt begins by reflecting on how housing has evolved from a “back page” issue to a national conversation. For most of his career, public discussion centered on government-funded low-income programs such as HUD initiatives and the long-standing Low-Income Housing Tax Credit (LIHTC) program, which remains a cornerstone of affordable housing finance. While current debates often focus on rent control, housing supply, and homelessness, Matt notes that these “alphabet soup” government programs continue to function effectively, even if they receive less public attention.Matt highlights two main takeaways from the conversation with Jeremy. First, Jeremy’s intentional approach and leadership have made Lincoln Avenue Communities a major player in less than a decade. Second, while many guests have built businesses from modest beginnings, Jeremy’s story stands out for how he has used his privileged background to chart his own course and make a difference through his company’s mission.Matt is joined by his colleague Sarah Dunn, who leads ZRG’s affordable housing search practice. As he moves toward semi-retirement, he reflects on mentoring colleagues like Sarah and invites listeners to explore more affordable housing episodes and connect with ZRG for talent and advisory needs.

In this episode of Leading Voices in Real Estate, Matt Slepin sits down with Jeffrey Hoopes, President of the West Region for Suffolk Construction to explore how the general contracting business is evolving and what it means to lead, build, and eventually pass the baton in a rapidly changing industry.This episode marks a first: a deep dive with a senior executive from the general contracting world. Jeff shares hard-earned perspective from decades in the field, reflecting on the pace of technological adoption in construction and why meaningful change requires both context and skepticism, not just excitement for the latest shiny tool. He explains how the sector is modernizing while staying grounded in fundamentals: safety, craftsmanship, relationships, and the patient discipline required to build complex, lasting structures.The conversation also turns deeply personal and surprisingly candid as Matt and Jeff discuss leadership transitions, retirement vs. semi-retirement, and the emotional and strategic challenges leaders face when letting go. Jeffrey offers a thoughtful look at reinvention and purpose beyond the CEO chair. Matt shares his own experience approaching “semi-retirement,” and the two explore how leaders can prepare themselves and their organizations for succession with grace, clarity, and long-term vision.Whether you're in real estate, construction, or leadership at any stage of your career, this episode offers wisdom, laughter, and grounded insights from two industry veterans. Tune in to hear how the business of building—both structures and careers—is changing, and what it means to lead well across a lifetime.

In this episode of Leading Voices in Real Estate, we sit down with Bob Hart, Founder and CEO of TruAmerica Multifamily, for an inspiring and wide-ranging conversation on leadership, innovation, and the future of the multifamily housing market.Bob shares his remarkable journey from his early career at Kennedy Wilson, where he built a foundation in investment and asset management, to launching TruAmerica, now recognized as one of the largest apartment operators in the United States. His story is one of entrepreneurial vision, strategic partnerships, and a deep understanding of how to create long-term value in an evolving real estate landscape.

In this episode, Joe Muratore and Ryan Swehla reveal how they’re unlocking opportunities in secondary and tertiary real estate markets—areas often underestimated yet rich with potential. They push back against the misconception that only primary markets deliver results, showing how overlooked regions can provide strong, sustainable returns with the right strategy.The conversation also highlights the critical role of partnerships. Rather than chasing every deal, they carefully align with partners who share their vision and values. This intentional approach leverages diverse expertise while maintaining unity of purpose, allowing them to navigate challenges and capitalize on opportunities where others might hesitate.For investors ready to think differently, this episode is a roadmap to uncovering new frontiers.

Join us for an insightful conversation with Luke Petherbridge, CEO, and Nick Pell, President & Chief Investment Officer, of LINK Logistics, Blackstone's U.S. industrial platform.Discover their unique perspectives on the logistics industry, investment strategies, and the future of industrial platforms. Whether you're an industry insider or just curious about the logistics world, this episode offers valuable insights and thought-provoking discussions.Resources:Luke Petherbridge | LinkedInLuke Petherbridge | BioNicholas Pell | LinkedInNicholas Pell | BioLink Logistics website

Join us as we dive into the career journey of Debra Cafaro, the Chairman and CEO of Ventas. From her humble beginnings in Pittsburgh to leading one of the largest REITs, Debbie shares her insights on leadership, innovation, and the strategic decisions that have propelled Ventas to the forefront of the real estate industry.Resources:Debra Cafaro | LinkedInDebra Cafaro bioVentas website

Dave Reiss, Co-Founder & CEO Wunder Power, explores the profound impact of the energy transition on the commercial real estate sector and the global shifts towards sustainable energy solutions with commercial properties being at the forefront of this transformation.

Pete Gaynor, former FEMA Administrator and President of Bright Harbor, discusses the preparedness, systems and infrastructure our country and our industry needs to effectively respond to disasters. In our previous episode with Lew Horne and David Waite, we talked about our industry's response to the January Los Angeles fire disaster and, more generally, the real estate industry’s role in preparedness, immediate response, and rebuilding in these disasters.

Lew Horne, President for Advisory Services for CBRE in Greater Los Angeles, and David Waite, Partner at Cox, Castle, & Nicholson LLP discuss Project Recovery, Rebuilding Los Angeles after the January 2025 Wildfires. This report was created by the real estate industry as a roadmap for disaster recovery and rebuilding efforts.

In this revisit of our conversation from 2023, Brett White, the outgoing Executive Chair of Cushman & Wakefield and prior CEO of CBRE, tells the story of the growth and evolution of these now giant global real estate service firms. In this rebroadcast episode, Brett discusses the evolution of today’s giant global real estate service platforms from essentially brokerage shops to the full-service firms that they are today.

Tyler Christiansen, CEO of Funnel, a multifamily prop tech company, discusses how Funnel fundamentally changes the owner-renter relationship and how that relationship facilitates change in the operating platform within the apartment business, opening the door to greater centralization, the use of AI, and a changed workforce. This conversation follows up on our prior LVRE episode with David Stanford and Chris Shaida of RealFoundations, where we established the importance and meaning of “operating platform” in the real estate business.

At the 25 th Anniversary of their firm, RealFoundations, Co-Founders David Stanford and Chris Shaida deliver a masterclass on how information technology and AI are impacting the real estate industry. This episode is Part 1 of our two-part series exploring the influence of information technology and artificial intelligence on the real estate business.

At the firm's 60th anniversary, the next generation co-CEOs of Lincoln Property Company, Clay Duvall and David Binswanger, discuss the company’s new business model, succession, leadership, legacy, and approach to the challenges and opportunities of today's business. As Lincoln celebrates its 60th anniversary, this conversation takes place at their newly delivered headquarters office in Dallas.

Ben Miller, CEO and Co-Founder of Fundrise, joins Matt for a compelling conversation about the company’s mission to transform the real estate investment landscape through its innovative, online, direct-to-consumer platform. What began as a low-fee real estate fund has since expanded to include venture capital, marking a bold step in reshaping traditional investment models.

Brad Korman and Lea Anne Welsh of Korman Communities share the meaning and tradition that drive their high-touch, fifth-generation family apartment business to success. This conversation with Brad and Lea Anne took place live at an AVE by Korman property in King of Prussia, PA.

Michael Levy, CEO of Crow Holdings, discusses the history of the Trammell Crow real estate businesses and how that legacy guides the business of Crow Holdings today. This conversation with Michael was recorded on March 28th at the Crow Holdings headquarters office in Dallas at the Old Parkland Hospital campus.

Shannon Loew, Amazon’s Vice President of Global Workforce Solutions, elaborates on his global role and the company’s return to office policy. Recorded on March 12 at Amazon’s South Lake Union campus in Seattle, this conversation with Shannon is only the second Leading Voices episode with a corporate real estate leader.

Owen Thomas, Chairman and CEO of Boston Properties, discusses the state of back-to-office and outlines the threats and opportunities arising in the current market. This is my second conversation on Leading Voices in Real Estate with Owen Thomas, Chairman and CEO of Boston Properties, the largest office REIT in the business.

Don Kuemmeler, Co-Founder and Senior Managing Partner, and Bryan Thornton, Managing Partner, of PCCP, discuss the market, their business, and the values and partnerships within the real estate industry that have fueled their success. PCCP LLC, Pacific Coast Capital Partners, is a commercial real estate investment management company that now has about $25 billion in AUM.

Jeff Giller, Partner and Head of StepStone Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions, talk about guiding real estate strategies for institutional investors, providing capital to fund managers and their broad view of where, how and when to invest in the real estate market. Recorded on January 16 at the StepStone offices in Embarcadero Center in San Francisco, this episode with Jeff and Margaret is a goldmine of insight as they share how they think about the real estate universe.

Neil Slater, CEO of Redevco an Amsterdam retail and mixed-use vertically integrated developer, operator and fund manager, talks about his new(ish) role at Redevco, opportunities for the company and shares his broad perspective on investing in real assets across the globe. In honor of ZRG's expansion of our real estate search practice into Europe with the addition of Jamie Griffiths-Mead and Rob Johnston in London, this month we've had two guests from across the pond, the last episode with Gilda Perez-Alvarado from Accor Hotels and today’s interview with Neil.

Gilda Perez-Alvarado, Chief Strategy Officer of Accor Hotels and President of Accor’s Orient Express luxury brand, returns as a guest on Leading Voices to talk about the hospitality business generally and starting up a luxury hotel and leisure brand. We first spoke in 2019 when she was CEO of JLL's Hotels and Hospitality Group.

Jeff DeBoer, Founding President and CEO of The Real Estate Roundtable, provides an insider’s view of what to expect for the real estate industry going into the new Trump Administration. Jeff and I sat down in his office, across the street from the White House, to record this conversation on December 4, 2024.

Steve Rosenberg, Founder and CEO of Greystone, shares his career journey and how he built one of the leading lenders in the multifamily space. Steve’s storytelling harkens back to the early episodes of Leading Voices, where we explored how these iconic leaders founded and scaled their businesses.

Cedric Bobo, Co-Founder and CEO of Project Destined, and Adrian Foley, Managing Partner in Brookfield’s Real Estate Group and President and CEO of Brookfield Properties’ development group, discuss how his training and education nonprofit has transformed lives and businesses through real world experience. Project Destined provides training, mentorship, internships and early career opportunities for young students, particularly students of color and military veterans, entering into the real estate business.

Originally recorded and released in the Fall of 2022, Ross Perot Jr., Chairman of Hillwood and real estate developer, talks about his varied businesses, inside and outside of real estate, including the development of the giant Alliance project in Fort Worth, developing public private partnership projects in the US and abroad, and about his father’s legacy, including a few words about his candidacy in the election for President in 1992. Legacy comes up right away as Ross reminisces about his father taking him to work, being the first to fly a helicopter around the world, and being a business partner with his dad.

Jon Lin, EVP and General Manager of Data Center Services at Equinix, talks through the major trends, drivers, and challenges of the data center business, the hottest sector in commercial real estate. This interview with Jon was recorded live at the Equinix regional office in Ashburn, Virginia, which is actually the data center capital of the world.

Mike Kingsella, President of Up for Growth, explains how basic supply and demand drives the housing crisis in our country, how multiple levels of public policy have exacerbated the situation, and suggestions for how we, as an industry and advocates for housing supply, can turn this around. As we have discussed and explored many times on Leading Voices, the housing crisis in our country is front and center in our national discussion and in the current Presidential race.

Matt Kelly, CEO of JBG Smith and Current Chair of NAREIT, tells the story of his company’s winning Amazon HQ2 for their National Landing site and shares his wisdom on corporate ethos, placemaking, and winning deals. In this second episode of our focus on REITs this month, Matt tells the story behind the Amazon HQ2 deal as well as the history of JBG Smith and its focus in the Washington, DC metropolitan area. In this second episode of our segment exploring the REIT world, Matt tells the story behind JBG Smith’s winning deal that transformed its Crystal City portfolio and land holdings into Amazon’s second headquarters.

Steve Wechsler, President and CEO of the National Association of Real Estate Investment Trusts, discusses the history of REITs, the current policy agenda, and the impact of institutional real estate, and REITs specifically, across the global economy. It wouldn’t be far from the truth to say that many months are “REIT month” on this podcast, however, in this two part series, we are focusing on REITs in our September podcasts.

Andy Lubershane, Partner and Head of Research at Energy Impact Partners, breaks down how real estate and climate tech can work towards creating a clean energy future. In part two of our annual climate series, Andy provides valuable insight into how Energy Impact Partners (EIP) approaches its investments in climate tech and energy generation in the real estate business.

Rohit Aggarwala, Chief Climate Officer of New York City, discusses climate change, transportation, city infrastructure, and real estate’s role in building a sustainable future. With the built environment being responsible for 40% of global climate emissions, Leading Voices is now in our fourth year of dedicating both August episodes to the real estate industry’s role in helping build a more sustainable future.

Jackie Brady, Head of Global Debt Solutions for PGIM Alternatives, discusses the state of the commercial real estate debt markets, with challenges, opportunities, and change coming out of the current market. Jackie takes us on a tour across the different sources of CRE debt capital, both thinking about new loan originations as well as how to navigate the challenges in the current book.

David Stanford, Founder of RealFoundations, talks about optimizing real estate business platforms for profitable decisions, smart operations, and value creation at both the property and business entity levels. In this rebroadcast episode, we revisit David’s interview from late 2021.

Kevin Marchetti, Executive Chairman and Co-Founder of Lineage Logistics and Co-Founder of Bay Grove, shares how he built the world’s largest cold-storage portfolio. In this rebroadcast episode, we revisit Kevin’s interview from early 2023.

Jesse Stein, Global Head of Real Estate at Airbnb, brings us up to date on Airbnb generally and focuses on Airbnb’s partnerships with institutional owners of apartments to facilitate the option for their residents to “Airbnb” their units. On May 20, I had the opportunity to sit down with Jesse at my kitchen table in Sonoma County...

Hamid Moghadam, Co-Founder, Chairman and CEO of Prologis, shares his career wisdom and the business strategy behind the world’s largest REIT. Recorded on May 13 at the Prologis headquarters on Pier One in San Francisco, this conversation with Hamid Moghadam has been on my bucket list since the inception of this podcast.