Скачать или смотреть Justin Pinkney on the future of CRE debt and private lending | AEW x PERE Credit

In this interview from PERE America Forum, Justin Pinkney, Head of Private Debt at AEW, sits down with PERE Credit’s Shihao Feng to unpack some of the biggest themes in commercial real estate debt today.

They discuss how and where the large pools of CRE debt capital are actually being deployed, why borrowers are gravitating to single source whole loan execution, and how private lenders are partnering with banks in a changing rate and regulatory environment.

If you work in real estate private credit, debt funds, banking or are an institutional investor following the shift in mortgage market share, this conversation is for you.
In this video, Justin covers:

How PERE America Forum is reflecting sentiment across the CRE debt market
Where raised CRE debt capital is really being deployed across the capital stack
Why multifamily remains a core target and how lenders think about spreads and risk
How back leverage and bank portfolio finance are shaping loan structures
The evolving role of banks as partners rather than pure competitors
How private lenders may capture more market share in a more liquid, lower rate environment

Chapters
00:00 Intro and guest introduction
00:13 How has the experience been at PERE America Forum?
00:29 Where will all this CRE debt capital be deployed?
00:40 Positions in the capital stack and target asset classes
02:32 Outlook for the CRE debt market and private lenders in a more liquid, lower rate world

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