Walker Webcast

Podcast1 episode summarized

MurmurCast publishes AI-generated summaries of Walker Webcast’s Podcast episodes — 1 summarized so far, covering Regime change in real estate: from deflationary post-GFC world to inflationary environment, Credit opportunities from refinancing maturity wall, Selective equity deployment focused on growth markets and demographics, Senior housing, multifamily, and industrial as preferred asset classes, Office market bifurcation and selective avoidance, KKR's competitive advantage through portfolio company insights. Each summary distills the key insights, topics, and takeaways so you can decide what’s worth your time before pressing play.

Chris Lee, Partner and President of KKR Real Estate

50mOct 1, 2026

Chris Lee, Partner and President of KKR Real Estate, discusses a fundamental shift in the investment landscape from a post-GFC deflationary world to today's inflationary economy with elevated government debt and geopolitical complexity. KKR is deploying capital across both debt and equity with a focus on growth-oriented assets rather than distressed plays, particularly in multifamily, industrial, senior housing, and data centers, while maintaining selective discipline in office and hospitality markets.

DiscussionInsightfulRegime change in real estate: from deflationary post-GFC world to inflationary environmentCredit opportunities from refinancing maturity wallSelective equity deployment focused on growth markets and demographics

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