Enterprising Investor

Sonny Kalsi: Navigating Bank Failures and Commercial Real Estate Holdings


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In this episode of Guiding Assets, Paul Andrews, head of Research, Advocacy, and Standards at CFA Institute, interviews BentallGreenOak co-CEO Sonny Kalsi. They discuss the outlook for office real estate and regional banks, as well as the best places to invest in this environment. They also touch on topics such as diversity, equity, and inclusion (DEI) and environmental, social, and governance (ESG) issues. BentallGreenOak is one of the largest real estate investment firms in North America and Sonny shares his insights on the industry. Overall, this episode provides valuable insights for investors looking to navigate the current economic landscape.

 

[00:02:29] Regional banks' real estate lending.

[00:03:18] Private market lenders.

[00:07:31] Systemic Risk in Banking.

[00:12:44] Real estate and carbon emissions. 

 [00:16:09] Systemic risk and transition.

...more
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Enterprising InvestorBy CFA Institute

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