Private Real Estate: From Uncertainty to Oppo...

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Real Estate's Reset: Where Almanac Sees Stress and Opportunity

Real estate has gone through a painful reset—higher rates, lower values, and slower deal activity have pressured fundraising, distributions, and exit timelines. But for investors who provide flexible, platform-level capital, dislocation can create attractive entry points. Meanwhi ... Show more

. 27min 41sec

How the AI Debt Supercycle Is Reshaping Credit Markets

AI-related bond issuance is surging, reshaping the opportunity set for fixed-income investors. In addition to robust U.S. growth, constrained inflation, and an attractive opportunities beyond the U.S., investors must also navigate greater tail risks, more complex financing struct ... Show more

. 25min 10sec

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