Want to create an interactive transcript for this episode?
Podcast: InsuranceAUM.com
Episode: Episode 261: The Future of Real Estate Debt: Uncovering Hidden Investment Opportunities
Description: Join host Stewart Foley as he sits down with Doug Bouquard, Partner and Head of Real Estate Credit at TPG, to explore the evolving landscape of real estate debt. Doug shares his journey into the industry and highlights the current shifts in the market, including the retreat of banks from traditional lending and the growing role of private credit. He discusses how these changes create new opportunities for insurers to fill the gap and capitalize on asset-backed lending that aligns with their long-term liabilities.
Â
The conversation dives into key trends driving real estate credit, from dislocations in specific sectors like o...