TheBitCast

Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder

Podcast: Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert

Opublikowano: 2026-07-30

Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructure, equity and credit. Lauren joined Morgan Stanley as an investment banking analyst directly out of Yale 26 years ago and has spent her entire career at the firm, helping build one of the industry's leading platforms. Our conversation traces Lauren's journey from analyst to Global Head and the evolution of Morgan Stanley's real estate business before, during, and after the Global Financial Crisis. We cover the firm's thematic approach to investing behin...