Madison Realty Capital's Samir Tejpaul, Managing Director and Head of Investments, joined the Credit Clubhouse podcast to discuss the state of commercial real estate credit heading into the second half of 2026. Samir shared his evolving view on risk and opportunity, why the debt market is now driving CRE dynamics, and where he sees conviction versus caution — bullish on the Bay Area, more measured on a bifurcated office sector. The conversation also covered the post-GFC rise of alternative lending, how AI is reshaping underwriting and asset management, and what to expect as markets head toward 2027.

Listen HERE.