AFIRE Podcast 2026.16: Commercial Real Estate and the Cycles of History with Fourth Turning author Neil Howe

How will demographics affect commercial real estate investing?

How will changes in generational characteristics affect opportunities in US property markets?

Neil Howe is an author of The Fourth Turning and The Fourth Turning is Here. An expert in generational demographics who is credited as one of the coiners of the term “millennial”, Howe discusses the cycles of history and their implications for cross-border investors in this wide-ranging conversation with AFIRE CEO Gunnar Branson.

LINKS

To hear the globe’s top experts discuss opportunities in US property markets, register for future AFIRE conferences: Winter Conference 2026 in Washington, DC Summer Conference 2026 in Tokyo Watch Neil Howe’s POV Recent Neil Howe books include: The Fourth Turning The Fourth Turning Is Here The thinking behind Howe’s theories on the cycles of history Howe is the managing director of demography at Hedgeye Risk Management.

KEY MOMENTS

00:00 – How demographics is one of the most powerful factors for investors. 00:54 – Who is Neil Howe? 01:25 – Why is Neil Howe thinking about Investing and future casting? 02:35 – Can the meaning of being 60 change over time? 02:57 – What are the origins of generational