Real Estate: After the Reset

Real Estate: After the Reset

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.

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