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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
Monday Aug 07, 2023
Monday Aug 07, 2023
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Dan Kubiak, Managing Director and Portfolio Manager at Invesco Real Estate US Income Strategy, to discuss the state of US commercial real estate. With questions swirling around office space and market valuations, Dan shares his insights on the challenges and opportunities in today's real estate landscape. He also addresses the impact of rising interest rates, the office market's struggles post-COVID, and whether the negative headlines reflect reality.
Dan offers a comprehensive look at how real estate investors are navigating these market conditions, highlighting the importance of focusing on sectors like residential and logistics that offer strong fundamentals. He also explains how investors can manage risk and find opportunities in this shifting environment. Dan provides timely advice for insurance companies using real estate in their portfolios, explaining how the current market could present some of the best opportunities in years.