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DK Extra Credit
Davidson Kempner
5 episodes
4 days ago
How do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast, we go beyond the headlines and market chatter to share the insights and opportunities that are driving discourse at Davidson Kempner. Join us as we break down the numbers, analyze trends, and offer a behind-the-scenes look at how we navigate the complexities of today’s markets. Website: www.davidsonkempner.com LinkedIn: https://www.linkedin.com/company/davidson-kempner-capital-management
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Investing
Business
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All content for DK Extra Credit is the property of Davidson Kempner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
How do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast, we go beyond the headlines and market chatter to share the insights and opportunities that are driving discourse at Davidson Kempner. Join us as we break down the numbers, analyze trends, and offer a behind-the-scenes look at how we navigate the complexities of today’s markets. Website: www.davidsonkempner.com LinkedIn: https://www.linkedin.com/company/davidson-kempner-capital-management
Show more...
Investing
Business
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Real Estate Reset: Capitalizing on Record Dispersion
DK Extra Credit
32 minutes 47 seconds
1 month ago
Real Estate Reset: Capitalizing on Record Dispersion

The sharp repricing of commercial real estate (CRE) across sectors and regions – triggered by steep interest rate hikes that began in 2022 – marks a structural reset leading to more differentiated outcomes for real estate investors.
In our latest white paper, we explore how this environment creates an ideal setting, in our view, for alpha generation for investors with nimble capital and structuring expertise, a global strategy with local sourcing capabilities, and a special situations orientation.
Read the white paper here: Real Estate Reset: Capitalizing on Record Dispersion
DKCM Website: Home — Davidson Kempner
DKCM LinkedIn: LinkedIn — Davidson Kempner

DK Extra Credit
How do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast, we go beyond the headlines and market chatter to share the insights and opportunities that are driving discourse at Davidson Kempner. Join us as we break down the numbers, analyze trends, and offer a behind-the-scenes look at how we navigate the complexities of today’s markets. Website: www.davidsonkempner.com LinkedIn: https://www.linkedin.com/company/davidson-kempner-capital-management