Axonic Capital’s Matt Weinstein on GSE pullback and emerging opportunities in real estate capital solutions

Matthew Weinstein, partner and co-CIO at Axonic Capital, discusses GSEs pulling back in certain areas of the market and how the real estate debt landscape shifted over the past year, the types of borrowers or asset classes that are feeling the impact of the GSE pullback most acutely, and why, what alternative or emerging capital solutions are stepping in to fill the gap and more. (03/2026)