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Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz

The Insight by Oaktree Capital

CHAPTER

Navigating Real Estate Shifts Amid Rising Rates

This chapter explores the effects of increasing interest rates on real estate valuations and market sentiment, particularly contrasting the struggles of the office sector with the resilience of the housing market. It highlights multifamily trends, emphasizing supply and demand dynamics in high-growth markets while addressing the challenges and potential opportunities within the debt market. The discussion provides insight into necessary shifts in property design preferences post-pandemic, all while suggesting strategies for prudent investments in a volatile environment.

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