In this special guest episode of The TreppWire Podcast, we are joined by Richard (Rick) Schaupp, equity owner, Managing Director, and Head of Private Wealth Distribution at Clarion Partners. Rick shares his expert perspective on today’s commercial real estate (CRE) landscape and how Clarion is positioning itself across cycles. Rick provides insights into Clarion’s strategic focus on industrial and alternative assets, how the firm’s positioning helped it navigate the COVID-19 pandemic, and their approach to private credit and portfolio construction. We explore the evolving nature of industrial real estate, including the impact of Amazon's leasing practices and the potential challenges of long-term tenant commitments. We highlight data centers as an attractive asset class, as well as potential opportunities in senior housing and assisted living. Tune in now. Episode Notes• Background & Start in the Industry (1:14)• Industrial & Alternative Assets Focus (3:26)• Private Credit & Portfolio Construction (7:06)• Investment Strategy Four Themes (11:29)• COVID-19, Tariffs, and Amazon Impact on Industrial (17:46)• Data Center Demand (23:49)• Senior Housing & Assisted Living (28:04)• Opportunistic Approach & Outlook (32:16)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

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