JLL Panel Details Capital Reallocation Across Industrial, Retail, Senior Living at Sohn 2026

Julia Georgules, Danny Kaufman, Michael Simanovsky, and Andrew Holm unpacked domestic capital flows across U.S. commercial real estate sectors in an 8:30 a.m. panel at the 2026 Sohn New York Conference on May 12. Georgules leads research for leasing and capital markets at JLL; Kaufman runs JLL’s Americas debt platform; Simanovsky founded Conversant Capital; Holm oversees U.S. diversified equity at Ares Management. CNBC’s Diana Olick moderated.

Georgules opened with the headline metric: U.S. CRE investment volume rose 80 percent year-over-year in 2024 and continued climbing 23 percent in Q1 2026. Industrial transaction volume jumped 27 percent. She attributed industrial strength to demographic tailwinds, consumer spending resilience, and a push to reshore manufacturing, tracking over $1 trillion in new manufacturing investment landing...