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Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien

The Insight by Oaktree Capital

CHAPTER

Navigating Real Estate Dynamics

This chapter explores the current state of real estate markets, focusing on the dislocation in commercial real estate caused by rising interest rates. It highlights investment opportunities in niche sectors, particularly medical office buildings, driven by an aging population and changing healthcare needs. Strategies for capitalizing on supply-demand imbalances are discussed, including acquiring and retrofitting existing properties and constructing new facilities.

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