在 commericialobserver.com 上精选

“这些地区银行、社区银行和国家银行目前想要向谁贷款的范围非常狭窄。因此，如果不存在私人信贷，我认为我们将面临更具挑战性的商业地产环境，” 非银行贷款机构桃树集团董事总经理兼首席执行官格雷格·弗里德曼说。 “我们已经看到，银行不愿为项目融资的更多机会正在涌现，尤其是地区银行确实在推动借款人还清贷款，这迫使借款人寻求其他资本来源。”

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对在市场波动和CRE动态变化中私人信贷如何增加感兴趣吗？
在这里阅读完整文章 看看我们的首席执行官对不断变化的贷款格局的看法以及这对房地产融资的未来意味着什么。

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AltsWire - Since January, volatility in Washington has added new layers of complexity to the investment landscape. Once buoyed by resilient consumer spending and AI-driven optimism, equity markets have stumbled as investors weighed the risk of disrupted supply chains, higher costs, and slower global growth.

Yet amid this turbulence, bonds have quietly returned to form, resuming their traditional role as portfolio ballast. U.S. Treasurys and high-grade corporates have attracted meaningful inflows amid signs of a cooling labor market and slowing economy, which had reignited rate cut expectations.

However, recent volatility in longer-term yields – despite expectations for the Federal Reserve to cut rates by up to 100 basis points this year – underscores the importance of active duration management. In this environment, with a backdrop of geopolitical tensions and unpredictable trade dynamics, traditional bonds alone may not offer sufficient protection or return.

Private credit – especially strategies focused on senior secured lending, real estate credit or asset-backed deals – is proving to be a powerful complement to traditional fixed income. These investments typically deliver high, consistent cash flow, often in the 8% to 12% range, allowing portfolios to generate meaningful income while materially shortening duration.

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Visit altswire.com to read full article

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桃树集团首席执行官格雷格·弗里德曼加入彭博电视台阿比盖尔·杜利特尔，讨论了商业房地产的挑战、市场趋势以及为什么是私人信贷。

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点击此处查看整集 从 43:48 左右开始。

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