• Goldman Sachs Likes the Real Estate Debt Others Fear

  • Sep 12 2024
  • Length: 50 mins
  • Podcast

Goldman Sachs Likes the Real Estate Debt Others Fear

  • Summary

  • As commercial real estate continues to menace banks and investors, Goldman Sachs Asset Management is leaning into the debt. “What we’ve been able to do is find a lot of opportunities in commercial mortgage-backed securities,” Lindsay Rosner, head of multi-sector investing at the company, told Bloomberg News’ James Crombie and Bloomberg Intelligence credit analyst Jody Lurie in the latest Credit Edge podcast. “It’s a good portion of our portfolio, and we think it generates a decent amount of carry.” In this episode, Rosner and Lurie also debate the outlook for retail and leisure sector companies as lower-income US consumers come under pressure.

    See omnystudio.com/listener for privacy information.

    Show More Show Less
activate_samplebutton_t1

What listeners say about Goldman Sachs Likes the Real Estate Debt Others Fear

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.