Ep. 35: Five lessons from the world’s fifth-largest owner of CRE - Carly Tripp, CIO of Nuveen

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 today

Nuveen's pre-covid pivot away from office

Core drivers in Nuveen's markets

Affordable housing, Industrial, and Retail assets

Links:
Nuveen
Carly on LinkedIn
OpenAI's Sora Announcement
Brandon on LinkedIn
Juniper Square

Topics:
(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