Archive: Insights

Varde's Head of Real Estate Lending, Jim Dunbar, joined Moody's Ratings’ US Housing & Housing Finance Executive Webinar Series to offer the perspective of commercial real estate lenders. Jim discussed how Värde’s broad real estate platform helps identify market themes to inform where we lend and some of the themes and trends that we are tracking to inform our underwriting.

Vishal Kumar, Managing Director on Värde Partners’ Real Estate team, joined Real Estate Capital Europe’s Alternative Lenders Roundtable to discuss the state of real estate financing across Europe and the opportunities for non-bank lenders.

Värde’s Head of Asset-Based Finance, European Lending, Barbara Richter, shared her views on the growth drivers, macro backdrop and barriers to entry in asset-based finance at SuperReturn Private Credit Europe.

In this edition of Värde Views, Brad Bauer and Ilfryn Carstairs discuss the outlook for credit investing in 2025 amidst an increasingly unpredictable market environment. They examine the 'all else equal' conditions that form the 2025 baseline, discuss areas of potential dislocation, and highlight where Värde sees the most compelling opportunities in private and traded credit markets.

Värde Co-CIOs Brad Bauer, Ilfryn Carstairs, and Giuseppe Naglieri share their views on the state of credit markets coming into the second half of 2024 and discuss the evolution and emergence of investment opportunities across Värde’s platform.

Värde’s Head of Real Estate Lending, Jim Dunbar, spoke with PERE Credit for a keynote interview discussing opportunities and trends in commercial real estate lending. Jim outlines the macro forces converging to reshape the CRE finance landscape, the sectors Värde finds most compelling today and the role CRE debt plays in investors’ portfolios.

Värde Co-CIOs Ilfryn Carstairs, Brad Bauer, and Giuseppe Naglieri discuss the outlook and opportunities for credit investing in 2024, examining the forces shaping the economic landscape, areas of potential volatility, and the trajectory of the credit cycle. Download Värde Views here. Media ContactVärde Partners Communications and Public Affairs [email protected]

Brad Bauer (Partner & Co-CIO) and Aneek Mamik (Partner, Global Head of Financial Services & Diversified Private Credit) outline how proposed U.S. banking regulatory requirements may exacerbate the supply and demand imbalance for credit and create opportunities for private credit to fill the void, both in the absence of and in partnership with traditional bank…

Värde Co-CIOs Ilfryn Carstairs, Brad Bauer and Giuseppe Naglieri dissect the market’s contradictory narratives around the unfolding credit cycle and surface the compelling investment opportunities revolving around the cycles’ epicenter: financing dependency. Download Värde Views here. Media ContactVärde Partners Communications and Public Affairs [email protected]

Following a volatile first quarter of 2023, which saw historic bank failures and regulatory intervention, Värde Partners CIOs Ilfryn Carstairs, Giuseppe Naglieri and Brad Bauer discuss the turn in the credit cycle – now accelerating in earnest – and the investing opportunities resulting from rising stress and dislocation across traded and private markets. Download Värde…