Investors looking for alternatives to under-pressure equities and bonds, or just diversification, should consider real estate debt. Loans to finance offices, warehouses and other buildings have attractions including inflation-proofing in the form of indexation and yields that exceed money market benchmarks.
Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. They discuss the absence of a direct and immediate link between higher interest rates and the performance of real estate debt and the defensive characteristics of the asset class. Among other things, its solidity derives from some of the pandemic-induced structural changes, including a shift in office use and greater demand for suburban properties.
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