The Shape of Demand featuring Rob Stuckey

18/06/2025 20 min

                    The Shape of Demand featuring Rob Stuckey

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Episode Synopsis


Joining Jason in this episode is Rob Stuckey, Head of US Real Estate at Carlyle, for a wide-ranging conversation on the shape of final demand, housing affordability, capital discipline, and the implications of a fast-growing data center sector. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.