Real Estate Credit Over Yield at Invesco

With: Charlie Rose

Charlie Rose is the Global Head of Real Estate Credit at Invesco.

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Charlie Rose - Real Estate Credit Over Yield at Invesco

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Episode Description:

Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an academic researcher, jack-of-all-trades through the financial crisis, and investor up and down the capital stack for eight years at Canyon Partners.

Our conversation covers Invesco’s “credit over yield” approach, property-first underwriting, collaborative work inside the firm, and relationship-based focus. We discuss sourcing through repeat borrowers, risk management, portfolio construction, contrarian calls, including avoiding data centers and AI exposure, and “sheds and beds” theme of industrial and multifamily loans. We close with lessons from the 2022–23 real estate correction, managing troubled loans, and how Invesco is using AI to improve investment decisions.

DISCLAIMER:
*As of June 30, 2026.
Capital Allocators and Invesco are not in any way affiliated.
This information is intended for Institutional Investors.

Investment risks

Investments focused in a particular sector, such as real estate, are subject to greater risk and are more greatly impacted by market volatility, than more diversified investments.

Important information

Information is provided as at September 18, 2026 and sourced from Invesco Real Estate unless otherwise stated.

This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.

This information is intended for Institutional Investors.

Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. It is an indirect, wholly owned subsidiary of Invesco Ltd.

All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. As with all investments there are associated inherent risks. This should not be considered a recommendation to purchase any investment product. This does not constitute a recommendation of any investment strategy for a particular investor. Investors should consult a financial professional before making any investment decisions if they are uncertain whether an investment is suitable for them. Please obtain and review all financial material carefully before investing.

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Real Estate Credit Over Yield at Invesco

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