Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taught her about risk, leadership, and investing discipline. She breaks down the current real estate reset, how higher rates are reshaping underwriting and opportunity, and where she sees mispricing across sectors from housing to data centers.

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(As of December 22, 2025)

#129 - Cathy Marcus: Real Estate Reset

Insightful Investor

#129 - Cathy Marcus: Real Estate Reset