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:

02:00 – How the RE debt landscape has changed over the last year

03:36 – How the interest rate environment is impacting RE debt

05:59 – The consequences of bank retrenchment

08:10 – Could this be a year of distress AND recovery?

11:44 – Comparing the timing of opportunities in debt and equity

14:42 – The sectors offering attractive relative value today

20:31 – Where RE debt allocations are coming from (hint: private credit buckets)

25:36 – Trends Nasir and team are watching in 2024

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