Justin Guichard
Co-Portfolio Manager for Oaktree's Real Estate Debt Strategy concentrating on commercial and residential real estate lending across private and public markets.
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Oct 9, 2025 • 34min
Undercurrents
In this discussion, Steve Tesoriere, Co-Portfolio Manager, shares insights on the bifurcation in equity markets, emphasizing AI's dual role in growth and investment risks. Olivia Guthorn, Managing Director, delves into healthcare's evolving landscape, highlighting the impact of private equity and recent policy changes. Justin Guichard, Co-Portfolio Manager, discusses the resurgence in commercial real estate, focusing on investor demand for new CMBS supply and contrasting the performance of office and residential sectors.
