Our real estate business recently acquired Generator Hostels, a differentiated hospitality platform benefiting from structural growth in experiential travel and urban tourism, and we acquired National Storage REIT, the largest self-storage company in Australia.
Feb 4, 2026 / receipt, needs a key / Connor Teske, CEO | earnings call 2026-02-04 | transcript 8f459ef4-b523-4340-9141-006a0a8c8d08 | chars 9018-9279 | segment 9
We are seeing this market mature very, very rapidly, and that is the direction of travel.
Aug 7, 2024 / receipt, needs a key / other, other | earnings call 2024-08-07 | transcript b27bac95-8110-4ea3-a50f-aea5d4774f32 | chars 29052-29141 | segment 29
Maybe we could start with real estate. There are two sort of broader questions I was hoping to drill into, one on the opportunistic side and one on the core side. As you pointed out, you've deployed a lot of capital out of Fund 4 pretty rapidly and highlighted you'll be back in the market with Fund 5 later this year. Real estate market is still quite uncertain. Lots of skeptics out there, obviously, on the direction of travel there. What's the pitch to your LPs today on why to commit to opportunistic real estate in current environment? And as we look back at the track record, there hasn't been a ton of capital return from private ventures. So to what extent could that be a hurdle as you're kind of thinking about sizing up the next one?
Feb 8, 2023 / receipt, needs a key / Alex Blostein, other | earnings call 2023-02-08 | transcript 86f98833-234a-48a8-a5b0-eccc7b20e615 | chars 26970-27715 | segment 27
I was personally in a number of cities last week across the United States, and I can attest to travel starting back strong and retail demand recovering.
May 13, 2021 / receipt, needs a key / Bruce Flatt, CEO | earnings call 2021-05-13 | transcript 799f0c75-5dfa-4a39-9644-de250a843460 | chars 2828-2980 | segment 2
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| Bahir Menios | CFO | - | receipt |
| Bruce Flatt | CEO | - | receipt |
| Bruce Karsh | director | - | receipt |
| Connor Teske | CEO | - | receipt |
| Hadley Pierre-Marshall | CFO | - | receipt |
| Nick Goodman | CFO | - | receipt |
| Stuart Upson | regional head of Asia Pacific | - | receipt |