A smart-sector strategy is a good way to approach the current real estate marketplace with its “an increasing pipeline of stress and distress,” explains Walton Street Capital’s co-founder and managing principal, Jeff Quicksilver, in a Q&A published in the February 2024 issue of Institutional Real Estate Americas. “When economic growth is slowing and there is dislocation in the markets, it is more important than ever to identify sectors that have strong long-term tailwinds,” says Quicksilver, citing industrial and housing sectors as some property sectors that have attractive opportunities at the current time. “This is an exciting time to be a floating-rate lender,” adds Quicksilver. “The pullback in lending volume by banks and other traditional sources, combined with the current rate environment, is leading to very attractive opportunities in private real estate credit.” To access a pdf of the Sponsored Section,
