Episode
Real Estate's Reset: Where Almanac Sees Stress and Opportunity
- Published
- Feb 10, 2026
- Duration seconds
- 1661
- Processing state
not_requested- Canonical source
- https://disruptive.libsyn.com/real-estates-reset-where-almanac-sees-stress-and-opportunity
Actions
POST https://stenobird.com/v1/public/podcasts/disruptive-forces-in-investing-558440/episodes/real-estate-s-reset-where-almanac-sees-stress-and-opportunity/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/disruptive-forces-in-investing-558440/real-estate-s-reset-where-almanac-sees-stress-and-opportunity.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Real estate has gone through a painful reset—higher rates, lower values, and slower deal activity have pressured fundraising, distributions, and exit timelines. But for investors who provide flexible, platform-level capital, dislocation can create attractive entry points. Meanwhile, AI and data centers are reshaping demand, housing affordability remains a structural challenge, and the office segment is still under strain. On this episode of Disruptive Forces , host Anu Rajakumar speaks with David Haltiner, Managing Director at Neuberger's Almanac Realty Investors, which is marking 30 years of company-level real estate investing. They discuss how platform recapitalizations work, where the team is leaning in across sectors, and what investors may be overlooking in today's market. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of t…