237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out

The TreppWire Podcast: A Commercial Real Estate Show

English - January 10, 2024 00:00 - 33 minutes - 42.6 MB
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Previous Episode: 236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience

Next Episode: 238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market

In a special guest episode of The TreppWire Podcast, we are joined by Bryan Donohoe, Partner and Co-head of Ares US Real Estate. Bryan breaks down the world of debt markets, lending, and originations. We break down past market disruptions, CRE fundamentals, and the structural changes in the CRE debt markets.

*This episode was recorded prior to the December 2023 Fed meeting.

Episode Notes:
- Background (1:00)
- Where are the debt markets today? (6:32)
- Is there optimism for CRE? (10:36)
- Geographies and property types positioned for success (12:01)
- Appetite for office? (16:06)
- Market outlook (20:15)
- What does Ares do best? (30:49)
- The onset of a new credit cycle (31:30)

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