From volatility to opportunity: AEW’s Justin Pinckney on the CRE debt landscape

From interest rate volatility and sector-specific repricing to evolving strategies across construction lending and senior housing, Justin Pinckney, Head of Private Debt at AEW, offers a tactical lens on balancing risk and opportunity in today’s CRE debt market. Together with our host, Omar Eltorai, they also explore the case for standardized valuation benchmarks, results and findings from Altus Group's Q1 2025 Debt Capital Markets Survey, and how AEW is positioning itself for the next phase of the cycle.Tune in for Justin’s engaging and data-driven perspectives on lending and underwriting strategies in 2025’s US CRE environment. Key Moments:01:52 Justin Pinckney's career journey04:41 Role at AEW and credit platform06:37 Market trends and strategies13:40 Senior housing opportunities17:13 CRE debt market analysis25:54 Private credit and portfolio construction31:00 Bank and non-bank lenders33:59 Future of CRE lending Resources Mentioned:AEW – https://www.aew.com/Searching for gold: Strategies for navigating debt opportunities in uncertain times - https://www.aew.com/research/searching-for-gold Altus Group’s Debt Capital Markets Survey - For more information about the survey findings or to participate in future surveys, please reach out to the team at [email protected] us - [email protected] Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property