VIDEO: Oaktree’s Guichard on real estate versus corporate debt

Real estate debt looks well positioned in today’s market compared with corporate debt, according to Oaktree Capital‘s Justin Guichard, a managing director and co-portfolio manager of the firm’s real estate debt and structured credit strategies. We caught up with Guichard for this video, in which he shares his thoughts on valuations in gateway and high-growth markets, the importance of liquidity and why the level of competition may not be as scary as some people think.