Palisades Group

Looking forward to getting a macroeconomic update from Julia Coronado in a few weeks at the CFA Society Austin luncheon. Timely view of pre-election market dynamics.

“Emerging Trends in Mexico Real Estate” was the conference given by Alex Koper today at Puerto Vallarta for realtors and developers. Great audience and huge opportunities for MoXi - A Global Mortgage Company in this dynamic market! AMPI Asociación Mexicana de Profesionales Inmobiliarios HIR CASA Patricia Virgen Gerardo Gómez Mendizábal Pablo Silva Troy Houck #MoXi #mexico #expats #mortgage #MXloans #MXrealestate #Cancun #QuintanaRoo #Quivira #PuertoVallarta #Cabo #LosCabos #foreignerfinance #mortgage #somosmoxi #somosglobal #refinance #expat #puntamita #CDMX #mexicocity #sanmigueldeallende #fideicomiso #MortgagesMadeEasy #ForeignRealEstate

Our CIO Jack Macdowell, Jr., CFA recently shared his insights with Financial Investment News on the vast potential within the $3.5 trillion private residential credit market. He discussed strategies for navigating the current market challenges, emphasizing diversifying investment portfolios across various residential types. For more insights, see the full article here: https://lnkd.in/gjPkpe9x #MarketInsights #InvestmentStrategy

Palisades' CIO Jack Macdowell, Jr., CFA joined Nasdaq #TradeTalks with Jill Malandrino to explore generational shifts in #alternativeinvestments and the critical importance of disciplined deal selection. Watch the full discussion here: https://lnkd.in/gY3kPRkU

The latest jobs report showed a material slowdown in hiring and an unexpected pickup in unemployment. This data caused many market participants to bet on a jumbo rate cut (0.50%) at the September FOMC meeting. A survey of economists says "not so fast." Read more on this development and its implications for investors and the broader economy from Bloomberg: https://lnkd.in/gjHGzTnB

This summer, we welcomed three talented interns: Samantha Wiedemann, Ananiya Balaji, and Aaron Ernest. Each brings unique talents and fresh perspectives to our dynamic field of #globalresidentialcredit. At Palisades, our internship program is more than just work — it’s a journey of exploration and growth. With a “choose your own adventure” approach, our interns can delve into projects that ignite their passions, supported by mentorship from industry leaders. #Internship #SummerInternship 

Congratulations to Matthew Lothrop for passing Level 2 of the CFA exam!   Kudos to you for this outstanding achievement and on to Level 3!   #Investments #CFA

Congratulations to our very own Melissa Flowers Whitney for being nominated for the Austin Business Journal's 2024 Women in Business Awards! This is a fantastic recognition of your hard work, dedication, and leadership. We're incredibly proud of you and excited to see you honored among the top professionals in Austin. Read more about the nominees here: https://lnkd.in/gpCfA-Wn #WomenInBusiness #Leadership #AustinBusinessJournal #Awards #Business

Our CIO Jack Macdowell, Jr., CFA was recently featured on the Alt Funds Network discussing the real estate credit market. Jack's insights offer a nuanced and comprehensive perspective on the market dynamics that influence Palisades' strategic approach. Here are some of the key takeaways from this discussion. 🏠 Current Market Trends: ▪️ The private residential credit market is vast and diverse, offering numerous opportunities despite the challenges posed by current monetary policies. ▪️ The unique dynamic of the market, such as the lock-in effect and pent-up demand, is creating both challenges and opportunities. 🔍 Risk Management: ▪️ Given the emphasis on asset-level risk management, transparency is crucial as it allows for better oversight and more informed decision-making, which in turn mitigates potential losses and enhances investment stability. ▪️ Keeping homeowners in their homes and managing distressed assets effectively can foster community stability and minimize investor losses. 📈 Opportunities in 2024 ▪️ Financing new single-family home construction in undersupplied markets addresses the severe housing shortage and offers investors high-yield, short-duration loans. ▪️ Home equity products are becoming increasingly attractive as homeowners seek to tap into their built-up equity without their low-interest primary mortgages. 🎧 Listen to the full podcast episode here: https://lnkd.in/gKSwgDbk #realestate #creditmarket #investment #markettrends #privatecredit

New Episode Alert: Discover Jack Macdowell's Extensive Journey in Real Estate and Mortgage Credit Meet Jack Macdowell, Jr., CFA, the Chief Investment Officer, Co-Founder, and Managing Member of the Palisades Group. From navigating financial crises in the late '90s to managing a diversified portfolio of residential loans worth over $17 billion, his journey is as impactful as it is insightful. In this episode, you’ll learn: ► Jack's early career in real estate and mortgage credit. ► The birth of Palisades Group and its philosophy. ► Navigating market trends and opportunities in 2024. ► Innovative loan sourcing strategies and risk management. ► Leveraging technology and AI for decision making and efficiency. ► Insights into the current economic landscape and housing market dynamics. Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl Interested in being a guest? Apply here: https://bit.ly/46X7cSQ #RealEstate #MortgageCredit #Investment #FinancePodcast #MarketTrends #RiskManagement #TechInFinance #AIInFinance #DataAnalysis #HousingMarket #FinancialInnovation #PortfolioManagement #EconomicOutlook #CyberSecurity #InvestorInsights #AltFundsNetwork Mike Schroeder, CFA Skyler Steinke Alt Funds Network https://lnkd.in/g2bWuK7v