Disruptive Forces in Investing

Neuberger Berman

Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman's seasoned investors who discuss trends that are transforming the investment industry and beyond.

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Disruptive Forces in Investing

Episodes (145)

Tue Feb 10th Real Estate's Reset: Where Almanac Sees Stress and Opportunity
Jan 27th How the AI Debt Supercycle Is Reshaping Credit Markets
Dec 16, 2025 Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now

Disruptive Forces in Investing

Feb 10, 2026
28 minutes
63 MB

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 th...

Disruptive Forces in Investing

Real Estate's Reset: Where Almanac Sees Stress and Opportunity

Neuberger Berman

00:00 -27:41