Real Estate Credit Over Yield at Invesco – Charlie Rose

Podcast: Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert

Opublikowano: 2026-10-08

Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an academic researcher, jack-of-all-trades through the financial crisis, and investor up and down the capital stack for eight years at Canyon Partners. Our conversation covers Invesco's "credit over yield" approach, property-first underwriting, collaborative work inside the firm, and relationship-based focus. We discuss sourcing through repeat borrowers, risk management, portfolio construction, contrarian calls, including avoiding data centers and AI exposure, and "sheds and beds" theme of industrial and multifamily loans. We c...