#Karen Kennedy #NAS Investment Solutions #Ido Aharoni

An Exclusive Interview with Karen E. Kennedy

In a compelling dialogue led by Ambassador Ido Aharoni, Karen E. Kennedy, the President and Founder of NAS Investment Solutions, shares her reflective insights on long-term investing strategies, risk management, and disciplined decision-making in uncertain market conditions. This engaging interview, conducted on February 5, 2026, offers a glimpse into Kennedy's journey and the principles that have shaped her considerable success in the investment sector.

A Legacy of Stewardship

Kennedy opens the interview by discussing the influential family legacy that made a significant impact on her approach to investment. Drawing on values instilled in her from an early age, she's cultivated a deep sense of stewardship and risk awareness throughout her professional endeavors. The discussion takes a fascinating turn as she elaborates on how she founded National Asset Services in the aftermath of the tumultuous 2007–2008 financial crisis.

At that time, the market was in disarray, creating significant pressure on various portfolios. Kennedy describes the challenges she faced while stepping into distressed circumstances. By collaborating with investor groups, she played a crucial role in stabilizing real estate investments, showcasing her focus on being both proactive and analytical.

Evaluating Opportunities in Real Estate

As the discussion unfolds, Kennedy shares her distinct framework for assessing investment opportunities across several commercial real estate asset types. She emphasizes the significance of conservative underwriting and balanced fixed-rate debt strategies, which are central to NAS Investment Solutions' operating philosophy. The ability to maintain a clear understanding of the operational drivers behind durable performance is key to successful investments, according to her insights.

Kennedy introduces an interesting notion during the interview about the effectiveness of