As commercial real estate adjusts to a higher-rate environment and ongoing structural shifts, investors are re-evaluating strategies and seeking opportunities to generate returns in a more complex market. In an exclusive interview with IREI, Josh Morris, a partner and global head of real estate at Davidson Kempner Capital Management (DK), LP, discusses sector and regional dispersion and highlights how investors can identify attractive investment entry points, generate operational alpha, and navigate the evolving risk-return landscape. He also addresses the importance of nimble, data-driven decision-making in today’s market.
In addition, the firm recently released a white paper providing an in-depth analysis of the structural shifts, and sector and regional dispersion. Click here to read the paper. Morris references pages in the below interview.
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