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TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja, Sonic AI
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TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja
We Study Billionaires
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Feb 8, 2026
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1:24:23
Interview
TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja
From
The Investor's Podcast
Thomas Mueller-Borja
(Global Co-Head of Real Estate and Global CIO for Value-Add Real Estate, BlackRock, guest)
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Executive Summary
Thomas Mueller-Borja, Global Co-Head of Real Estate at BlackRock, details the management of a $25 billion value-add real estate portfolio, including the lengthy, relationship-driven process of fundraising from institutional and high-net-worth investors.
BlackRock's real estate strategy is heavily influenced by macroeconomic factors, specifically favoring countries with low sovereign debt-to-GDP ratios like Sweden and Germany, as they are perceived to have more flexibility for future rate cuts that would benefit property valuations.
The firm has innovated its investment committee process to combat groupthink by implementing autonomous, private voting and a designated 'challenger' role to rigorously test investment theses.
Mueller-Borja emphasizes the importance of a value-based approach to investing, drawing inspiration from the Berkshire Hathaway culture and prioritizing traits like talent, drive, teamwork, and humility in his team.
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Processed Jun 17, 2026
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