← Charlie Rose

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

  1. 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.”

    Listen at 15:41

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  2. 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.”

    Listen at 16:18

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  3. 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.”

    Listen at 20:59

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  4. 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.”

    Listen at 22:36

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  5. 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.”

    Listen at 23:23

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  6. 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.”

    Listen at 25:20

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  7. 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.”

    Listen at 26:10

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  8. 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.”

    Listen at 33:35

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  9. 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.”

    Listen at 38:00

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
  10. 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.”

    Listen at 52:33

    Open the episode · Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

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.

Charlie Rose: what podcasts say · PodLume