EP58 - From volatility to opportunity: AEW's Justin Pinckney on the CRE debt landscape
From interest rate volatility and sector-specific repricing to evolving strategies across construction lending and senior housing, Justin Pinckney, Head of Private Debt at AEW, offers a tactical lens on balancing risk and opportunity in today’s CRE debt market. Together with our host, Omar Eltorai, they also explore the case for standardized valuation benchmarks, results and findings from Altus Group's Q1 2025 Debt Capital Markets Survey, and how AEW is positioning itself for the next phase of the cycle.
Tune in for Justin’s engaging and data-driven perspectives on lending and underwriting strategies in 2025’s US CRE environment.
Resources Mentioned:
Searching for gold: Strategies for navigating debt opportunities in uncertain times
Altus Group’s Debt Capital Markets Survey - For more information about the survey findings or to participate in future surveys, please reach out to the team at AltusResearch@altusgroup.com
Key moments
01:52 Justin Pinckney's career journey
04:41 Role at AEW and credit platform
06:37 Market trends and strategies
13:40 Senior housing opportunities
17:13 CRE debt market analysis
25:54 Private credit and portfolio construction
31:00 Bank and non-bank lenders
33:59 Future of CRE lending
This week's guest and host
Justin Pinckney
Head of Private Debt
AEW
Omar Eltorai
Director of Research
