PIMCO: Capitalizing on a US commercial real estate market recovery

Acquisition volumes are starting to pick up, creating opportunities for well-capitalized private lenders. But downside mitigation remains crucial in ‘structurally uncertain’ times, say PIMCO’s Roman Kogan and Seray Incoglu.

1 December 20257 mins read

Related articles

alt

Kayne Anderson: Discipline and creativity define the best risk-reward in real estate credit

1 June 2026 · 6 mins read

alt

Qualitas makes the structural case for Australian real estate private credit

1 June 2026 · 7 mins read

alt

Roundtable: Competitive pressures weigh on US managers

1 June 2026 · 10 mins read

alt

BGO on separating signal from noise in global real estate credit

1 June 2026 · 7 mins read

alt

Northwind on why specialization wins out as credit tightens

1 June 2026 · 6 mins read

alt

Arrow Global’s playbook for value-add returns in European hospitality

21 April 2026 · 1 min read

alt

‘A golden period’: Seizing the moment in European real estate credit

30 March 2026 · 2 mins read