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Join Danilo Rippa as he explores the seismic shifts in company funding and investment strategies with Kevin Marchetti and Zeshan A. Discover the ins and outs of lending trends, yields, and syndication in today’s volatile economy. Give it a listen. https://ow.ly/ZLII50RIfLv

I appreciate Connect CRE interviewing and including me for the Capital Markets overview for 2024. The article includes some great insights from my colleagues in the industry! #cre #finance #commercialmortgages #constructionloans #multifamilyinvestment

In the penultimate blog of 2023, we look at the evidence around institutional investors increasing their exposure to different forms of the credit market and how that narrative may also play a big part in the future of P2P. Read more below! 👇

When investing in any asset class, you should seek out markets where demand for capital far exceeds the supply. Right now, that goal is best achieved in specialty private credit. Here's my outlook, based on the most recent available data. I'd love to know what you think.

Exploring the Potential of Specialty, Niche Private Credit: A Game-Changer for Modern Investors Recently, I came across a fascinating article by Chicago Atlantic that delves into the world of specialty and niche private credit. This piece, I believe, is a must-read for investors and financial strategists who are constantly on the lookout for diversified and profitable opportunities. The crux of the article lies in its detailed examination of the burgeoning field of private credit, particularly focusing on smaller, specialty funds. It's intriguing to see how these funds, though less prominent than their larger counterparts, offer significant advantages, especially in terms of higher potential returns and more tailored lending structures. One aspect that particularly resonated with me is the discussion on the dynamics of sponsored versus non-sponsored loans within private credit. It’s clear that while large-scale funds dominate in terms of assets under management, there's an exciting undercurrent of activity in smaller, well-crafted transactions. This is where I see a significant opportunity for investors looking to capitalize on unique, complex situations that larger funds might overlook. Moreover, the article touches on an essential point about the competitive landscape of lending. The fact that specialty, niche market lenders can charge higher rates due to unique company circumstances and supply-demand dynamics underscores the potential for superior returns in these areas. However, what truly sets this niche apart is the structuring flexibility and stringent covenants that specialty loans can offer. This aspect not only protects the lender but also provides a unique opportunity for borrowers to tailor loans to their specific needs. In essence, the article by Chicago Atlantic provides a comprehensive and insightful outlook into the specialty, niche private credit market. It's an eye-opener for investors and financial professionals alike, showcasing an arena ripe with opportunities that go beyond traditional investment avenues. For anyone involved in strategic financial planning, investment diversification, or looking for the next big opportunity in private credit, this article is a valuable resource. It reinforces the idea that looking beyond the mainstream and exploring niche markets can often lead to discovering hidden gems with substantial returns.

What's in store for 2024? Specialty, niche private credit. In his latest article in Chicago Atlantic's Private Credit Series, Founding Partner Tony Cappell explains how to evaluate and capitalize on the private credit boom through niche opportunities. Read his insights here: Why Specialty, Niche Private Credit? An Expert Outlook for Modern Investors. https://lnkd.in/ewHWjvBG #alternativeinvestments #privatecredit #nichemarkets

What has the borrower got going on? A question Michael Allison from Roma Finance always likes to have an answer for when considering a loan application. Are they overstretched? Will the loan be used to prop up other sites, and how many other lenders are already involved across all projects? Market liquidity is also a big one - how does the project look in the real world beyond how good the numbers look on paper? There were some real gems from both Michael and Terry Woodley from Shawbrook Bank who guested on our recent webinar - How To Get Deals Done | The Lender's View. Watch it this weekend, and start next week ahead of the game. https://lnkd.in/eGwVFtTx

The combination could be the start of a year of deals for the financial sector.

“While we’d prefer a lower rate environment and more confidence in underlying fundamentals, we invest with humility in all market dynamics and focus on lending into defensible capital structures. One of the worst mistakes an investor can make is to allow emotion — whether exuberance or fear — to overwhelm the discipline that is required to invest," explained Joel D. Traut in a new Commercial Observer profile. Check out the full Q&A at the 🔗 below. #KKRRealEstate

Navigating the private credit investment space can be challenging, with potential risks ranging from property market fluctuations to interest rate changes. In our latest article, we explore these challenges and share how we can manage them effectively. Stay informed and prepared in this ever changing landscape. #RMBLInvestments #BuildingBetterFutures #PropertyInvestment #PrivateCredit #NonBankLending #PrivateCreditInvestment #CommercialInvestment #MortgageFunds https://lnkd.in/gUrPH2xd