Episode 171: Extending the Concept of Private Credit into Real Assets

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley is joined by Matt Addesa, Private Market Specialist at DWS, to explore the world of real assets and private debt. Matt delves into the current landscape of real estate and infrastructure debt, explaining where these asset classes fit within the broader private credit space. He highlights the growing opportunities in alternative real estate financing due to stress in regional banks and provides insight into how institutional investors can capitalize on these shifts. Matt also touches on the performance history and fundamentals of real asset debt, offering a detailed breakdown of the relative value opportunities across different sectors.

Matt further discusses the need for infrastructure investment in the U.S., emphasizing the $2.6 trillion funding gap in critical sectors such as transportation, electricity, and water infrastructure. He explains DWS's unique approach to infrastructure and real estate debt, highlighting the importance of asset quality, sponsor relationships, and flexibility in accessing these markets. Whether you’re a seasoned investor or new to real asset private debt, this episode provides essential insights into navigating these evolving opportunities in today's market.