Kathleen McCarthy
The Operator
Execution, delivery and performance, gets the hard thing done.
Kathleen McCarthy reads as The Operator because she converts macro pressure into precise, actionable sub-theses rather than broad postures. When office sector stress mounted, she interrogated it instead of retreating, surfacing opportunity through granular analysis.
“I think in many ways, and in different sectors for real estate, it feels like whether it's like three years of acceleration or 10, it's definitely that pull forward. And what I'd say for office buildings, if we had met in 2016, let's say.”
“With that giant. Yeah, we are high conviction investors and we pick themes that we think are really benefiting from the way people Are living and working and shopping and just mega trends.”
“Oh my god So they're so versed in all of it that I was not able to keep up with dinner table conversations. So I'm now listening to them again because otherwise I'm not going to be able to keep up.”
“Yeah, we definitely benefit from that. And I think we have the good fortune that there's been a heritage kind of from day one of using insights that we uniquely have access to. And the technology infrastructure around that has definitely improved. It's needed to improve at our scale for us to really be able to use all that information.”
Masters in Business: “Kathleen McCarthy on Real Estate Investments”
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