The PERE Podcast
Podcast Description
The PERE podcast is a weekly discussion between members of our senior editorial team providing you with analysis-led commentary about the biggest events in private real estate capital markets around the world. Our discussion spans formation, strategy and deployment and draws from the ongoing coverage of PERE, PERE Credit and PERE Deals.
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The podcast covers various topics including market trends, strategic development, and investment opportunities, with episodes such as 'Next Contenders: Managers set to make big marks in the new cycle' highlighting emerging firms in real estate as well as in-depth discussions on KKR's new real assets business.
The PERE Podcast features a weekly discussion between members of our senior editorial team spanning formation, strategy and deployment, and regularly draws from the ongoing coverage of PERE, as well as affiliate titles PERE Credit and PERE Deals. We also occasionally host sponsored interviews providing analysis-led commentary about the biggest events in private real estate capital markets around the world. Visit perenews.com, peredeals.com and perecredit.com for more.
The continued emergence of real estate credit as a private markets asset class has to this point been mostly a North American and European story, as non-bank lenders continue to expand their market share in both regions.
Far more nascent is private real estate credit in the Asia-Pacific region, but that is starting to change. Early movers in some of the region’s biggest real estate markets say it holds a potentially massive untapped opportunity.
“Asia has a huge share of global GDP. It has probably 70 percent of the growth of global GDP, but maybe about 1 percent or 2 percent of [the overall market for] private credit,” said Kishore Moorjani, CEO of alternatives in the private funds division of Singapore-based manager CapitaLand Investment.
Moorjani joined the podcast shortly after the launch of CapitaLand’s third APAC real estate credit fund for a conversation with senior credit reporter Shihao Feng about why CapitaLand is complementing its massive real estate equity with a credit sleeve, how it differs from more mature private credit markets in the US and Europe and the broader role that non-bank lending can play in both the real estate capital stack and institutional portfolios.
Enjoy the episode, and head to PERE credit’s October feature story on Asia-Pacific private real estate credit for more.
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