The Portfolio Fix with AAM

AAM Talks CMLs with Affinius Capital

AAM

In this episode of The Portfolio Fix, Greg Ortquist, Senior Portfolio Manager at AAM, and Alex Rapoport, Managing Director at Affinius Capital, discuss the current state of commercial mortgage loans. They focus on trends in property types, borrower preferences, and the impact of market conditions. The conversation covers the challenges facing the office market post-COVID and provides insights into future predictions for commercial real estate investments—particularly in the context of insurance companies and their evolving lending strategies.

This episode was recorded on February 27, 2025.

Any timely data or views should be considered as of this date unless otherwise specified.

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