First Draft Live: BGO Managing Director & Head of US Debt Abbe Franchot Borok — What Your Investment Committee Wishes You Knew

This episode of First Draft Live is presented by Agora.

Venezuela, Greenland, Canada’s prime minister calling the death of America as global leader. Interest rate watching, Fed independence under question, tariffs.

There’s a lot of noise out there in the macroeconomy that can make it hard for CRE to tune into a good deal.

And yet Abbe Franchot Borok, BGO managing director and head of U.S. debt, said she is optimistic the year ahead will be a good one for property investment.

Sure, it has gotten more complicated and the industry has had to turn to new inputs and data sources. The normal supply vs. demand dynamic is changing as consumer use of commercial real estate has shifted.

And yes, she said, Canadian and European investors are not liking what they are seeing out of the U.S. government.

But the U.S. continues to be the most liquid and active market in the world, and she doesn’t see a sustained lack of investment in the cards. Good deals are out there for those willing to double down on income generation and executing the business plan on the ground.