10+ hours of podcasts, in 5 minutes.
6 quotes from 1 episode on Capital Allocators, each with a timestamped link to the source.
Invesco's $85 billion real estate platform refuses to originate loans on data centers, rejecting tempting spreads in favor of a property-first, credit-over-yield philosophy.
“In the hyper-scaled situations, you often times have a single tenant. They may be investment-grade today…”
From Why Invesco Real Estate Credit Won't Touch Data Centers
“A lot of different segments of the investable universe have some meaningful exposure to AI…”
From Why Invesco Real Estate Credit Won't Touch Data Centers
“That goes completely in the face of our approach, consistent with the credit-over-yield mandate of avoiding binary risk.”
From Why Invesco Real Estate Credit Won't Touch Data Centers
Charlie Rose directs Invesco's $85 billion real estate platform primarily toward residential and logistics debt, stepping away from the AI data center financing wave.
“Industrial and multifamily are the most liquid property types in the US. In Europe, logistics is one of the most liquid property types. We like the liquidity profile, that is helpful for us in underwriting multiple sources of repayment.”
“We've been a longstanding player in industrial outdoor storage and self-storage…”
“Student housing recently has been a major theme of ours…”
How we attribute quotes. Every quote was matched against the episode transcript, so the words and the timestamp are real (we trim filler words like "um", nothing else). The name comes from our written summary of the episode, and we use it only when a separate check of the captions finds that person on the episode. YouTube gives us no voice-by-voice transcript, so open the timestamp to hear who is talking. See a wrong name? Tell us and we fix or remove it.
The week's private equity podcasts, boiled down to one short Sunday read, for deal professionals, operating partners, and LPs.
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