United States, Intermediary
Change
Showing
of
Insights Posts
Article
4 min
Public REITs at a turning point: Value, growth, and diversification potential
After several years of rate‑driven headwinds and post‑COVID earnings pressure, fundamentals are turning—and we believe the setup for public real estate today is one of the strongest in years.
4 min
Article
2027-03-05
Video
8 min
Private real estate debt: An evolving opportunity set
In our latest Insurance Quick Takes video, Fixed Income and Global Insurance Strategist Amar Reganti talks to Ravi Anand, Portfolio Manager and Head of Private Real Estate Credit. They discuss trends driving interest in private real estate and the diversification opportunity the asset class may offer insurers.
8 min
Video
2026-11-30
Article
5 min
Office to multifamily conversions: Implications for CMBS investors
Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.
5 min
Article
2025-07-31
Quick Take
In the second of a two-part series, Fixed Income Credit Analyst Daniel Kim looks at the downside risks facing the US housing market and concludes that positive structural trends around supply, affordability, and home prices should continue to support the sector.
Continue reading
By
Quick Take
2022-10-31
Quick Take
While US housing activity is slowing, positive fundamentals and favorable supply/demand dynamics may continue to support the sector.
Continue reading
By
Quick Take
2022-10-31
URL References
Related Insights