Conviction & Recalibration: Lauren Hochfelder on Strategy and Steering $75B in Real Assets
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Conviction & Recalibration: Lauren Hochfelder on Strategy and Steering $75B in Real Assets
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Lauren Hochfelder, Managing Director and Head of Global Real Assets at Morgan Stanley, joins Raphael Sidelsky to share insights from her 25-year career in real estate and investment banking. Lauren discusses her journey from studying ethics, politics, and economics at Yale to leading Morgan Stanley’s global real estate, infrastructure, and credit businesses. She explores key real estate investment themes, including demographic-driven senior housing, industrial demand fueled by e-commerce, and global opportunities in markets like Japan. Lauren highlights the value of institutional memory, rigorous research, and collaborative team culture in making informed investment decisions. The conversation also touches on balancing a demanding career with family life and how real estate continues to serve as a hedge against inflation, even amid evolving market dynamics.