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Commercial Real Estate Reset: Finding Value Across Debt and Equity
Commercial real estate is one of the few asset classes that went through a relatively recent recession and still offers attractive valuations, whether through lending or owning. Seray Incoglu, Global Head of Asset Management for PIMCO Real Estate Credit, and Matt Tuten, who leads the commercial mortgage-backed securities team, join Greg Hall to assess where the market stands: resilience in multifamily and industrial, continued dislocation in office, and the unresolved question of how AI reshapes demand. The conversation examines how the current cost basis, durable cash flows, and creditor…
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