Episode 91: Commercial Real Estate: An Uneven but Genuine Recovery

Commercial real estate has had to weather many challenges since the pandemic, with office vacancies, higher interest rates, refinancing concerns, and the health of regional banks all weighing on the asset class. According to Tom Christopoul, Head of Global Real Estate at Guggenheim Investments, the worst is behind us and the market is in a genuine recovery, but it differs sharply by sector, geography, and position in the capital stack. He joins Macro Markets to discuss sector-by-sector opportunities and risks, capital flows, how AI is reshaping real estate fundamentals, and the attractive demographic and technical tailwinds behind senior housing.

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