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Market consensus is this is an exciting time for commercial real estate debt. With real estate values repricing, new opportunities have emerged across many regions with these assets also potentially set to benefit from mega trends such as deglobalisation, artificial intelligence (AI) and a return to office-based employment.
Private Debt Investor spoke with Nuveen's real estate debt leaders—Global Head Jason Hernandez, alongside Christian Janssen and Dugald Marr, who oversee the European and Australia-New Zealand markets respectively—to explore the most compelling opportunities they see in their regions.
Other highlights include:
- Opportunities following commercial real estate repricing across regions
- How deglobalisation is changing investment selection
- Themes in policy change, AI innovation, and market cycles
- Real estate debt versus corporate credit risk-return profiles
- The role of sustainability in lending decisions
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