

BlackRock Loves Real Estate Debt That ‘Everyone Hates’
Jun 27, 2024
Oded Manor from BlackRock discusses the appeal of the despised CMBS market and the attractive credit opportunity it presents. He also talks about liquidity risks, comparing bonds and loans, and the impact of the upcoming French election on European credit markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Economic Challenges and Investment Strategies
02:08 • 26min
Managing Liquidity and Staying Nimble in Investment Strategies
28:03 • 3min
Strategies and Challenges in Beating Fixed Income Benchmarks
31:14 • 4min
Private Credit Investments and Real Estate Debt Opportunities in Europe
35:19 • 10min
Exploring Credit Opportunities and Bloomberg Intelligence Research
45:33 • 3min