While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024 - benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.
Episode Segments:
02:13 - How the RE debt landscape has changed over the last year
03:49 - How the interest rate environment is impacting RE debt
06:12 - The consequences of bank retrenchment
08:23 - Could this be a year of distress AND recovery?
11:57 - Comparing the timing of opportunities in debt and equity
14:55 - The sectors offering attractive relative value today
20:44 - Where RE debt allocations are coming from (hint: private credit buckets)
25:49 - Trends Nasir and team are watching in 2024
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