Clarion Capital Partners’ Post

🔍 High yields and credit protection – an intriguing combination for discerning investors. Our latest blog explores BB Mezzanine CLOs, a potentially differentiated opportunity within the CLO universe. 📊 Insights you'll uncover: ☑️ Factors that contribute to the high yield potential of BB tranches. ☑️ "Self-healing" features that offer credit protection within CLO structures. ☑️ Strategies for identifying opportune moments to invest amidst market volatility. BB Mezzanine CLOs seek a balance between pursuing yields and risk mitigation for opportunistic income investors. Whether you're looking to broaden your knowledge or differentiate your investment exposures, our blog provides a deep dive into the nuanced world of BB Mezzanine CLOs. 👉 For a detailed perspective on this compelling segment of the CLO market, access the full article here: https://hubs.ly/Q02sqdz50 #InvestmentStrategy #CLOBBs #MezzanineInvesting #CreditProtection #YieldOpportunities

Risk & Reward - Tips for Commercial Real Estate Investors Discover essential strategies for balancing risk and reward in commercial real estate investing. Learn how to navigate market fluctuations and maximize returns while safeguarding your investments. Here is our latest blog: https://lnkd.in/dYXR2n45 #CommercialRealEstate #RiskManagement #InvestmentTips #CadenceV #CadenceVenturesInc.

Jeremy Coller: Resilience shown by the private capital secondary market bodes well for its future. In Coller Capital’s annual report for the year ended March 31, 2023, Coller said he expects the private credit secondaries market to see strong growth as it emerges as one of the most dynamic areas of private markets. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #PrivateDebt #PrivateCredit #Lending #PrivateLending #PrivateEquity #PE https://lnkd.in/ey_FFqgu

May delivered strong returns across asset classes for investors, with High Yield and Loans continuing to drive most of the momentum, though private credit started to reveal early cracks during the month. Dive into the numbers with the latest Monthly Update from Barrow Hanley Credit Partners. Learn more: https://bit.ly/3VOsbFo

Who am I to say this but secondaries or continuation funds will soon become the “new PE” source for funding purchases that were made in a zero interest, roll up at any expense via leverage and expected 3-5 year exits environment. The truth and reality is the vast number of provider platforms that were rolled up between 2018-2022 will not see a quick exit for a variety of reasons in the timeframe originally established. So long as the original fund can hang around 10 years to a liquidity event no need to read any further. However, both buyers and sellers are coming to the realization that there is still lots of wood to chop to acheive sustainable organic growth with increased operating margins. Secondaries will greatly assist those seeking a longer runway to success.

It's time for another 9Questions! 🎙️ Meet this week's guest — Adrienne Butler, co-head of Barings US high yield and head of US CLO funds. Adrienne discussed when the sourcing of triple-A investors is going to ease and touched upon the reinvestment crunch the CLO market is grappling with, how to manage low recovery rates from loan defaults and more! 👉 Read now — https://lnkd.in/eXfVZ2Ya #clo #structuredcredit #leveragedfinance #debtcapitalmarkets #investors #finance

💲 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐝 𝐁𝐮𝐳𝐳 𝐉𝐮𝐥𝐲 𝟐𝟎𝟐𝟒 💲 📉 The moment is upon us for the Fed to decrease rates. The CME forecasts a ~𝟗𝟎% 𝐜𝐡𝐚𝐧𝐜𝐞 𝐨𝐟 𝐚 𝐜𝐮𝐭 in September with a high likelihood of more to follow by Q1 2025. 👍 The improvement in rates will be welcomed. However, the physiological impact will 𝐩𝐫𝐨𝐟𝐨𝐮𝐧𝐝𝐥𝐲 𝐮𝐧𝐥𝐞𝐚𝐬𝐡 𝐩𝐞𝐧𝐭-𝐮𝐩 𝐝𝐞𝐦𝐚𝐧𝐝 from investors and lenders due to the certainty of a decreasing rate environment. 🔥 These rate adjustments could provide a 𝐰𝐢𝐧𝐝𝐨𝐰 𝐨𝐟 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 for strategic acquisitions in commercial real estate before demand momentum takes full swing in 2025. 👀 Activity is picking up. Deals are penciling with more accretive returns from 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 𝐚𝐧𝐝 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐜𝐨𝐬𝐭𝐬. 🤝 𝐁𝐢𝐝 / 𝐀𝐬𝐤 𝐬𝐩𝐫𝐞𝐚𝐝𝐬 𝐚𝐫𝐞 𝐧𝐚𝐫𝐫𝐨𝐰𝐢𝐧𝐠 which allows for a greater probability of a closing execution. If you want more of this content to appear in your feed, click the 🔔 bell in the upper right corner of my profile. Rob Quarton Mark Strauss Walker & Dunlop #structuredfinance #structuredbuzz #capitalmarkets #commercialrealestateinvestment #commercialrealestate #finance #commercialrealestatefinancing

Time is money, and in the CRE world, accuracy is the currency. Stop wasting both on outdated valuation methods. Join the ranks of top-tier investors with Commercial Underwriter™! Come check it out for yourself and step into the future of real estate! Access Here 👉 https://lnkd.in/eyCQRPiy #CREtech #PropertyValuation

🎙️ Dive into the world of real estate finance with Ruben Izgelov on the Passive Wealth Strategy Show! We discuss the impact of rising interest rates, the crucial role of rescue capital, and strategies for mitigating risk in lending. Key insights include the significance of borrower equity and navigating the secondary market. Don't miss Ruben's expert take: 'The more equity in the deal, the higher the commitment to finding solutions.' #realestatefinance #RescueCapital #WeLendInsights 🏘️💡 Ruben Izgelov Moses Suleymanov Solomon Suleymanov

Investing in real estate can help diversify your portfolio, spreading risk across different asset classes! Learn More Today ➡️ https://bit.ly/3Voefjs