Episode 313: Real Asset Credit: Opportunities for Insurers in Real Estate and Infrastructure Debt Investing

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Bryan Donahoe, Partner & Head of U.S. Real Estate Debt, and Brent Canada, Partner in the Infrastructure Debt Group at Ares Management, for a deep dive into the evolving role of real asset credit in insurance portfolios.

 

They explore the benefits of infrastructure and real estate debt — from generating durable income streams to diversifying risk and matching long-term liabilities. The conversation covers how market dislocation, rising interest rates, and the pullback from traditional lenders are creating compelling opportunities for private credit investors, particularly in sectors like logistics, housing, utilities, and digital infrastructure.

 

Bryan and Brent also share insights on Ares’ collaborative approach, their perspectives on market resilience, and why insurance capital is poised to play an increasingly important role in real asset lending.