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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Friday Dec 20, 2024
Friday Dec 20, 2024
Join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast as he explores the dynamic world of commercial real estate debt with Jack Gay, Global Head of Commercial Real Estate Debt, and Jason Hernandez, Head of Real Estate Debt in the Americas at Nuveen Real Estate. In this engaging conversation, Jack and Jason share their unique perspectives on the evolving CRE debt market, highlighting areas of opportunity and caution in today’s economic landscape. From the surging demand for housing and logistics to the ongoing challenges in the office sector, they unpack the factors driving investment decisions and risk management strategies.
The discussion delves into the importance of relative value across core, core-plus, and value-add strategies, emphasizing how investors can capitalize on current market conditions. Jack and Jason also provide a thoughtful analysis of the role insurance companies play in CRE lending, offering actionable insights for institutional investors looking to expand their allocations. Whether you’re navigating portfolio diversification or assessing the impact of macroeconomic trends, this episode delivers valuable takeaways for navigating today’s real estate environment.