In this episode of Leading Voices in Real Estate, host Matt Slepin sits down with Sonny Kalsi, Co-CEO of BGO, a global real estate investment manager with over $90 billion in assets under management. The conversation explores how the commercial real estate landscape has evolved over time and what the industry might face over the next decade in an increasingly unpredictable world. Drawing on his experience across market cycles and geographies, Kalsi shares his personal journey—starting with his early career at Morgan Stanley, launching GreenOak during the Global Financial Crisis, and ultimately helping build BGO through strategic growth and M&A.
Beyond trends and capital flows, the discussion delves into the foundational elements of building a resilient and enduring business. Kalsi emphasizes the importance of long-term investment thinking, leadership through uncertainty, and the less tangible drivers of enterprise value, such as people and culture. This wide-ranging conversation offers listeners strategic insights into global real estate, leadership, and the cultural pillars that help shape world-class firms.