CRE Investment Outlook with Chris Lee, Head of Real Estate Americas at KKR

On Feb 13, 2023

With market uncertainty, higher interest rates, and rising cap rates, many CRE investors are wondering whether to sit on the sidelines or get active.

Chris Lee, Partner at global investment firm KKR and Head of Americas for the firm’s real estate business, isn’t waiting around. On the latest Walker Webcast, he joined Willy to discuss CRE valuation drivers, asset class performance, his thoughts on back-to-office vs. remote work, the state of the labor markets, the power of mentorship, and so much more.

Watch the replay

If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions.

Key Points In The Webcast:
02:17 Willy welcomes Chris Lee
04:54 Is it time to invest?
08:37 What drives the market now
10:34 The state of CMBS and equity
13:32 Credit, office spaces, and hybrid work
19:18 More leases from the tech industry
21:39 Should outsourcing be an option?
23:50 Changes needed in logistics
26:12 Real estate demand and research
31:27 How the labor market is affecting rates
34:05 Trends in multifamily, SFR, and BFR
37:44 What to expect when raising funds
41:45 Diversity of capital flows
44:54 Implications of the China-Taiwan geopolitics
48:15 Chris’ experience in excellence
50:50 More opportunities for minorities
55:25 The importance of mentorship

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