What podcasts say about Charlie Rose
Every statement, with the speaker, the exact quote and the moment it was said.
What Charlie Rose has said on podcasts
10 statements · 7 positive · 2 negative · 1 neutral
- on Real estate credit underwritingPositiveOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
Protecting invested capital matters more than maximizing yield.
“Downside protection is more important than optimizing yield.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 15:41
- on High-quality real estate credit portfoliosPositiveOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
High-quality credit portfolios reduce default and loss risk.
“if we can assemble a portfolio of high quality credits, we will minimize default risk, minimize risk of loss.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 16:18
- on AI exposure in real estate credit portfoliosPositiveOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
Removing AI exposure helps preserve real-estate-credit diversification.
“If we can remove that exposure from our portfolio, that will help maintain that low correlation profile of our asset class.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 20:59
- on U.S. real-estate debt maturitiesNeutralOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
Real-estate debt maturities will total $3 trillion over five years.
“We are expecting $3 trillion of real estate debt maturities over the next five years.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 22:36
- on U.S. industrial and multifamily real estatePositiveOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
Industrial and multifamily are the most liquid U.S. property types.
“Industrial and multifamily are the most liquid property types in the U.S.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 23:23
- on U.S. office real estateNegativeOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
Office experienced faster, more severe value destruction than regional malls.
“What we saw in office was far faster and more acute than what we saw in the regional mall sector.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 25:20
- on High-quality office propertiesPositiveOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
High-quality office properties are now easier to underwrite.
“Today, Office is more underwritable, at least for the good stuff.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 26:10
- on Invesco real estate credit portfoliosPositiveOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
Invesco aims to build portfolios that perform across economic and credit cycles.
“my job is to be building and managing a portfolio which should perform throughout all stages of the economic and credit cycle.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 33:35
- on 2022–23 commercial real-estate correctionNegativeOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
The 2022–23 commercial-real-estate correction ranked among history’s three most severe.
“the correction in commercial real estate between 22 and 23 was one of the three most severe corrections in commercial real estate in modern history since World War II.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 38:00
- on Invesco Real Estate Credit businessPositiveOct 8, 2026· Capital Allocators – Inside the Institutional Investment Industry
Invesco Real Estate Credit will grow substantially over several years.
“Over the next several years, we're going to continue to grow this business fairly substantially.”
Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)Listen at 52:33
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.