Private Markets
- rezahariri
- Aug 5
- 1 min read
Private Equity & Venture Capital: Non-cash-generating assets will continue to reprice. The opportunity? Acquire secondaries at significant discounts.
Private Debt, Real Assets & PE Real Estate:
Favour managers who can raise rents or pricing in inflationary environments.
Remain cautious with valuation risks, especially in portfolios tied to rent-controlled housing or reliant on overly optimistic NOI assumptions.
CRE [RM1] financing remains fragile.
[RM1]What do these mean?
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