Goldman Sachs on AI, Capital Flows and the Future of Real Estate

At Europe GRI 2025, Oksana Beard, Global Head of Real Estate Debt Capital Markets at Goldman Sachs Asset Management, discusses the shift taking place in the real estate market. She points to a new wave of optimism and liquidity, noting how this year’s sentiment stands in sharp contrast to what she observed at last year's edition of the summit.

The conversation explores the key factors behind this change, including the increasing flow of capital into credit and a new era of "higher for longer" interest rates.

Oksana also provides her expert outlook on the commercial real estate sector, particularly the office market, which she believes is stabilising and presents new opportunities. A major focus of the discussion is the transformative role of AI, which she sees as a key differentiator that will leave some competitors behind if they don't adapt.

Highlights:
The shift to a more optimistic and liquid real estate market
The impact of a "higher for longer" interest rate environment
Outlook on the office and other commercial real estate sectors
The transformative role of AI and technology in real estate
Why the GRI Institute is a valuable platform for networking

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