FireSide: Q4 Commercial Real Estate Outlook—Recalibration in process

FireSide: A Podcast Series from FS Investments

Oct 19 2022 • 25 mins

We’re continuing with our Q4 outlook series! Investment Research Director Kara O’Halloran is joined by Investment Research Director Andrew Korz to discuss the state of the commercial real estate market. 2022’s rising interest rate environment has necessitated a recalibration in many asset classes, real estate included. Plus, we dive into opportunities in CRE as the macro backdrop screams “get more defensive”. Finally, the team addresses concerns around a real estate-led downturn as investors increasingly worry about something “breaking” in markets.
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