Market Commentaries | 10 June 2024
Real Estate Debt Roundtable with CAMRADATA
David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.
David was joined by Pierre Saeli from SCOR Investment Partners, Alice Wilcox from Goldman Sachs, Tom Goodwin, CFA from Mercer and Nemashe Sivayogan from London Borough of Merton.
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