IREI: Why liquidity and vehicle structure matter more than ever in private markets
The biggest private markets risk today isn’t credit, it’s liquidity. Vehicle structure, governance and duration alignment are becoming critical drivers of outcomes.
Greg Friedman joined Schwab Network to talk about how the commercial real estate business is repricing itself as yields remain elevated due to the U.S.-Iran war.
He tells investors in the space to brace for pain on the balance sheet, though it likely creates new opportunities long-term. Greg adds that data centers now make up 1% of commercial real estate, a number set to accelerate and create new headwinds for properties.
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