In this episode, Anastasia Amoroso, iCapital Chief Investment Strategist, sits down with Dennis Schuh, CEO of Starwood Credit Real Estate Income Trust, to explore the burgeoning opportunities in the real estate debt market. Dennis highlights how real estate debt serves as an attractive diversification tool for private wealth investors, offering higher yields than corporate credit and being backed by physical assets. With property values down from 2021 peaks and elevated interest rates, the current environment presents a compelling entry point for new loans. As competition from banks diminishes, private credit lenders have a unique chance to capture market share, especially with a wall of maturities approaching. Dennis also discusses how new private credit vehicles can avoid legacy issues in certain sectors like office, focusing instead on high-quality, cash-flowing assets.
Have questions on real estate? Email yourquestion@icapitalnetwork.com to be answered on an upcoming episode.
