Collateralized loan obligation (CLO) debt yields are well above similar rated corporate debt, presenting an opportunity for savvy income investors. Fixed rate corporate debt yields currently reflect historically very low spreads vs risk free rates. CLOs, which are essentially pools of senior secured loans are...
1 min read – In early 2024, domestic private commercial real estate valuations look attractive compared to other domestic asset classes. Since January 2023, U.S. stocks, corporate credit, and listed REITs have gotten more expensive relative to history while private real estate...
1 min read – Real estate starts (when construction begins) have collapsed in 2023 indicating that new construction deliveries in 2025 and 2026 are likely to be very low. There may be strengths in demand where the supply is short, especially in...
1 min read – The industrial and apartment real estate sectors, Bluerock’s highest conviction themes, have experienced little distress due to strong underlying demand fundamentals and limited new supply. The recent increase in commercial real estate loan distress has largely been confined...
1 min read – Institutional private equity real estate (as measured by the NCREIF Property Index) has experienced a unique dislocation since 2022, where net operating income growth (dark blue column) has remained resilient in an environment where total return (green line)...
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