The Shift in Real Estate Debt Funds

AEW's Chief Investment Officer and Head of Private Equity and Private Debt in North America, Mike Byrne and CBRE's Vice Chairman and Co-Head of US Large Loans in Debt & Structured Finance, Tom Traynor provide insights on how real estate investors today can mitigate risk and uncover opportunities by strategically deploying capital across diverse asset classes and regions.

insights on deploying global capital:

·     Today's market demands flexible investment strategies that can adapt quickly to geopolitical shifts, interest rate changes and capital market volatility.

·     High-quality office assets in prime locations are piquing investor interest, offering potential upside while demand for class B/C assets remains muted.

·     Debt capital availability is improving, with both traditional capital sources and alternative lenders actively competing to finance deals.

·     Investors are increasingly targeting high-growth submarkets, prioritizing local demand drivers over broad asset class preferences.

·     Technology and AI are influencing investment decisions, with growing potential to enhance underwriting and portfolio strategy.