Point of View: Taking the Long View in Volatile Cycles

In the latest episode of Point of View, Mike Tsourounis, Managing Partner and Chief Investment Officer, shares why long-term conviction is essential to navigating volatility in today’s market.

Real estate moves through cycles. While uncertainty can create noise, it also opens the door to opportunity for investors who stay disciplined, patient, and grounded in fundamentals. We have managed through shifting environments before, and our approach remains the same: focus on what we can underwrite with confidence.

Mike reflects on:

• How supply and demand, together with the cost of capital, shape every market cycle
• Why conviction is our compass, and how we build it through data, experience, and integrated insights
• What long-term trends reveal about where demand is heading next

Our integrated platform connects public and private markets, debt and equity, and operations and strategy. This alignment gives us the clarity and tools to remain proactive, informed, and focused on long-term value creation.

Watch Clip 5 on YouTube to learn how we are investing with conviction in today’s market: