Credit Tightening an Opportunity: McCarthy

The video features Kathleen McCarthy discussing Blackstone's B Rep 10, a global opportunistic real estate fund. The fund focuses on high-quality real estate investments in sectors like logistics, rental housing, and data centers, benefiting from macro trends. Despite market dislocation, Blackstone sees opportunities due to constrained credit and rising rates. The fund is primarily institutional, with a strong track record. A comparison with B REIT highlights similar investment philosophies but different structures for individual investors.

What is the significance of B Rep 10 in Blackstone's investment strategy?

How has Blackstone's performance in real estate funds been characterized since 1990?

How does Blackstone characterize the current fundraising environment for real estate?

What types of assets does Blackstone focus on for investment in their opportunistic real estate funds?

What are the five sectors that Blackstone is currently focused on for investment?

What challenges are sellers facing in the current market according to Kathleen McCarthy?

In what ways does Blackstone differentiate its investment strategy from the broader real estate market?