Real Estate Debt: From Private Credit to Property-Backed Income

Head of US & European Real Estate Debt, Nasir Alamgir, joins Streaming Income to discuss why investors - especially those focused on private credit - have been increasingly allocating to real estate debt, and how the opportunity set continues to evolve.

Episode Segments:

(02:39) – The trends shaping the real estate debt landscape – from rates to AI

(05:04) – How & why private credit investors are diversifying into real estate debt

(12:14) – Quantifying the maturity wall and its potential impact on valuations

(17:37) – How rates (and questions on central bank independence) are playing a role

(22:08) – Sector lightning round: Construction lending, Multi-family, Industrial, Office, Data Centers

(33:05) – Looking at real estate debt through a global lens

(37:17) – The importance of scale in real estate debt (due to loan sizes)

(39:15) – Trends to watch in 2026

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