Real estate & infrastructure · Podcast

Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

For wealth professionals assessing real estate credit strategies, the episode gives a manager's account of underwriting, sourcing and risk management in a sector that went through the 2022–23 correction.

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Summary

By the real estate & infrastructure desk

Charlie Rose, global head of real estate credit at Invesco, discusses the firm's "credit over yield" approach, property-first underwriting, sourcing through repeat borrowers and portfolio construction. He covers contrarian calls including avoiding data centers and AI exposure, the "sheds and beds" focus on industrial and multifamily loans, and lessons from the 2022–23 real estate correction. The episode also touches on managing troubled loans and how Invesco is using AI to improve investment decisions.

Invesco's real estate credit approach is described as "credit over yield" with property-first underwriting.
Sourcing is relationship-based, including through repeat borrowers.
Rose discusses contrarian calls including avoiding data centers and AI exposure, while focusing on "sheds and beds"—industrial and multifamily loans.
The conversation covers lessons from the 2022–23 real estate correction, managing troubled loans, and using AI to improve investment decisions.

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