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In this episode of the Real Estate Forum, Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management, shares insights from a 25-year career navigating market cycles and leading a $75+ billion platform. She discusses how structural forces—demographics, deglobalization, digitization, e-commerce and changes in human behavior—shape real estate investing, highlighting high-conviction themes such as senior housing, industrial real estate, and supply chain reconfiguration. Hochfelder emphasizes the importance of discipline across cycles, the growing role of infrastructure and credit, and how the powerful combination of global perspective and local expertise drive investment outcomes. The conversation offers practical lessons on developing and challenging conviction, portfolio construction, and leadership in an increasingly complex global investment landscape.
