On-Demand

In this episode, Tom Henry, Co-Chair of Real Estate at Weil, Gotshal & Manges LLP, engages in a compelling discussion with Matt Salem, Partner and Head of Real Estate Credit at KKR, exploring the trends and challenges defining the real estate market as we approach 2025.

Matt Salem shares his insights into the ongoing shifts in real estate values, the resurgence of traditional lenders, and the balance between acquisition activity and forced refinancing. They discuss the competitive dynamics within the debt market, the complexities of valuation, and the potential implications of the upcoming presidential election. The conversation also covers KKR’s innovative approaches to equity and credit investments, the growing accessibility of real estate for individual investors, and how technology is transforming key sectors, including data centers.

Key Takeaways:

• Insight into the latest market trends and future outlook
• Understanding the effects of recent interest rate cuts on real estate
• Comparing acquisition activity with forced refinancing
• Navigating competition in the debt market
• Exploring innovative investment strategies in real estate
• The transformative role of technology across the industry

Listen in for a forward-looking analysis of real estate’s future and the investment opportunities emerging in this rapidly evolving landscape.