In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Sløk speaks with Jess Lipsey, a Partner in the Real Assets Group at Apollo, about the implications of the start of a Fed easing cycle on a real estate market in which valuations have reset and may have bottomed out.
Torsten and Jess discuss how a combination of strong fundamentals and falling rates could create opportunities for investors—especially in real estate equity.
The View from Apollo features conversations with thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it can mean for investors.
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October 17, 2024
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