Want to create an interactive transcript for this episode?
Podcast: InsuranceAUM.com
Episode: Episode 308: Real Estate Credit: Cutting Through the Noise
Description: In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Charlie Rose, Managing Director and Global Head of Debt at Invesco Real Estate, for a comprehensive conversation on the state of real estate credit markets and what insurers need to know right now. With nearly $10 billion in CRE debt AUM and a global mandate, Charlie shares insights on how Invesco is navigating a market still recovering from a historic value correction.
He explains the fundamentals of bridge lending, the firm’s “credit over yield” approach, and how they integrate equity and credit insights to drive disciplined underwriting. Charlie...