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 discuss the outlook for commercial real estate and what investors should be watching in the months ahead. While Treasury yields holding near 4.4% continue to create challenges for the sector, Greg noted that a move above 5% could further unsettle the market. Despite those headwinds, he highlighted private credit as a stabilizing force that can help support commercial real estate investment activity.