Skip to content
Sign in
Artwork for The Allocation: Private Markets for the Total Portfolio
The Allocation: Private Markets for the Total Portfolio · June 2 · 33 min

Real Estate: After the Reset

Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for “HALO” assets.

0:00-33:33
Play in

transcript

No transcript — this publisher did not publish one.

show notes

Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for “HALO” assets.

more episodes

All episodes