Main Conference Day TwoWednesday, 18 November 2026

How do elevated energy prices, stickier inflation, and later-than-expected rate cuts reset the risk/return and timing for new real estate credit? Where are fundamentals most resilient and supply most constrained—industrial, residential, senior living, student housing—and how do rising operating costs alter rent durability? With values down roughly 25% and banks retrenching, how should lenders structure LTVs, covenants, and subordination to lock in yield and maximize downside protection?