EP58 - From volatility to opportunity: AEW's Justin Pinckney on the CRE debt landscape



17 Apr 2025

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:

AEW

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

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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's Profile
Justin Pinckney

Head of Private Debt

AEW

People - Omar Eltorai's Profile
Omar Eltorai

Director of Research

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