While uncertainties remain in the commercial real estate market, there are still opportunities for investors, according to asset and wealth managers. Even with the path of interest rates unclear, commercial real estate can do "okay" at current borrowing rates, said John Kerschner, head of U.S. securitized products and portfolio manager at Janus Henderson Investors. Diamond Hill's Gimple likes to stick with single-asset, single-borrower CMBS and commercial real estate collateralized loan obligations (CLOs). Gottlieb, whose own specialty is real estate investing, likes to use CMBS for liquidity and as a hedge against property ownership. His clients typically allocate about 5% to 10% of their fixed income portfolio to CMBS.

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Persons: Douglas Gimple, John Kerschner, Janus Henderson, Kerschner, Diamond Hill's Gimple, CLOs, that's, Gimple, Diamond, multifamily, CRE CLOs, David Gottlieb, Gottlieb Organizations: U.S, Treasury, SEC, Janus Henderson Investors, Fund Locations: Diamond, multifamily