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Posted Apr 21, 2026

The Real Estate Inflection Point: Why Volatility Is the Greatest Source of Alpha

Brandon Sedloff sits down with Todd Briddell to explore the evolution of CenterSquare and the principles that have shaped its investment philosophy across public and private real estate markets. Todd reflects on his early career moments that defined his approach to decision-making, leadership, and fiduciary responsibility, while walking through the firm’s journey from a small startup to a global platform. The conversation dives into how CenterSquare integrates data, technology, and thematic investing across asset classes, and why combining public and private market insights creates a differentiated edge. Todd also shares his perspective on market structure, volatility, and the growing role of individual investors in private markets.

They discuss:

  • How early career experiences shaped Todd’s approach to risk, leadership, and acting as a fiduciary
  • Why empowering teams to make decisions without constant oversight builds stronger organizations
  • How CenterSquare uses data and repeatable frameworks to identify and scale investment strategies
  • The advantages of integrating public and private real estate insights to generate alpha
  • Why volatility in public markets can be a powerful opportunity rather than a risk

Listen to the full interview