
About this episode
Season 09 Episode 04
Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio construction process. To share how he is approaching the market against the backdrop of higher rates, Dr. David Kelly is joined by Doug Schwartz, a Co-President and Portfolio Manager within our Real Estate Americas Platform.
Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio construction process. To share how he is approaching the market against the backdrop of higher rates, Dr. David Kelly is joined by Doug Schwartz, a Co-President and Portfolio Manager within our Real Estate Americas Platform.
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