Higher Rates Make Real Estate Selective

Willy sat down with Chris Lee, Partner and President of KKR Real Estate. Three years after Chris last joined the Walker Webcast, where does he believe the commercial real estate market stands today?

Willy and Chris discussed where KKR is deploying capital across credit and equity, opportunities created by the wave of multifamily maturities, and why today’s market demands a highly selective approach. They also explored conviction in senior housing, outlook for the office market, opportunities across Europe, and the impact of higher interest rates.

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