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 This Issue: After a 69% Fall in Sales, Is the REIT Winter Over? Why Some Investors are Bullish on Private Real Estate. Cap Rates May Have Hit Their High Point. BlackRock: Now is the Time to Invest...
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...
2 min read – Warren Buffett once said, “if you wait for the robins, spring will be over.” It turns out that Buffett’s folksy quip may hold true in the case of the recent real estate value decline. Retail capital flows into...
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...
2 min read – We often receive the question of the diverging performance across the universe of private real estate funds available to individual investors—why are some (funds) down more significantly than others?...
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 – In This Issue: The Super-Rich Look to Boost Allocations to Alternative Investments. Stifel Sees S&P 500 Delivering Little Returns into Early 2030s. The Way Companies Borrow Money is Changing Forever. How Private Credit Gives Banks a Run for...
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)...
Individual investors frequently seek high-yield strategies but aim to mitigate potential downside risks of high-yield investments such as defaults, drawdowns, and volatility. Investors may be somewhat relieved today as risk-free U.S. Treasury yields offer more meaningful yield than they have in over 15 years....
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