Real Estate: After the Reset
From The View From Apollo by Apollo Global Management
June 2, 2026 · 34 min
About this episode
Bert Crouch discusses the impact of higher interest rates on real estate valuations and identifies resilient sectors and investment opportunities.
Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for “HALO” assets.
People in this episode
Guest: Bert Crouch
Topics covered
- real estate
- investment opportunities
- demographic trends
- operational expertise
- market valuation
Keywords
- real estate
- interest rates
- housing
- logistics
- senior living
- investment
- demographics
- operational expertise
Mentioned in this episode
Organizations: Apollo Global Management
Products: HALO assets
Places: real estate market, housing, logistics, senior living
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