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How Inflation, Rates and Recession Are Reshaping the Real Estate Market

Exchanges

00:00

Investing in Equity and Credit

We are coming into a period where we think the opportunity set for credit is really interesting. We want to make sure that we're being really careful from a timing perspective, because people sometimes jump in too early. There's enough uncertainty in terms of when inflationary conditions are going to be under control and continued tightening isn't necessarily needed at the same level. But i think you're ging to see us investing tactically in the sectors that we think a're going to participate in the inflation"

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