KKR's Rosenberg Says Tax Overhaul Is Positive for Real Estate

The video discusses strategies for differentiating investment funds, focusing on unique sourcing channels and leveraging franchise capabilities. It explores housing themes driven by demographic shifts, such as senior and student housing, and opportunities in retail real estate. The discussion includes M&A trends, macroeconomic factors affecting real estate, and the impact of tax reforms. It also addresses supply issues in the real estate market and strategies to capitalize on market corrections.

What are the key themes that the speaker is currently focused on in real estate investment?

What is the speaker's perspective on the current state of the retail real estate market?

How does the speaker view the impact of higher interest rates on real estate valuations?

What is the speaker's view on the relationship between supply and demand in the commercial real estate market?

What opportunities does the speaker see in the multifamily housing sector?

How does the speaker suggest investors can take advantage of oversupply in certain real estate markets?

What factors does the speaker identify as potential signs of a bubble in the real estate market?