Värde’s Head of Real Estate Lending, Jim Dunbar, joined Bloomberg Surveillance to share his insights on the U.S. real estate lending landscape. He discusses valuations, CRE CLO issuance and Värde's approach to investing in student housing. You can listen to the segment here.
Archive: Värde In the News
PERE Credit: Private Real Estate Debt’s Stabilizer Effect
Jim Dunbar, Partner and Head of Real Estate Lending, spoke with PERE Credit about the role of real estate private credit as a stabilizing force in investors’ portfolios, shifting from a traditionally opportunistic allocation to a core component. Jim highlighted that, historically, investors often looked to core equity real estate as a diversifying, cash-flowing strategy. However, in an environment with higher rates and declining property values, equity positions are often the first to absorb losses, whereas debt investors can benefit from the inherent protection of the broader capital stack. These dynamics are driving interest in real estate private credit, as investors seek to optimize their portfolios for long-term durability.
Mergers and Acquisitions: What Path Lies Ahead for Private Credit
Monty Cook, Head of Asset-Based Finance – North America Lending, shared his outlook on private credit with Mergers and Acquisitions. With structural shifts anticipated to redirect $5-$6 trillion in assets to the nonbank sector over the next decade, Monty highlights the potential for new sub-asset classes to be created within asset-based finance, one of the fastest-growing segments of private credit.
Bloomberg: Varde Makes Push to Scoop Up Banks’ Loans to Private Funds
Värde's Global Head of Fund Finance and Capital Markets, Missy Dolski, spoke with Bloomberg about the launch of Värde's Fund Finance platform.
LSEG LPC: A Sword or a Shield? European Lenders on Guard Over US-Style Co-Op Manoeuvres
Värde's Head of European Corporate and Traded Credit, Carlos Sanz Esteve, spoke with LSEG LPC about the increasing prevalence of co-operation agreements in the European market, a trend he believes is here to stay and will create opportunity for investors with the necessary skill set.
Bloomberg: Credit Fund Värde Eyes Bargains in Tariff-Hit Auto Suppliers
Värde's Head of European Corporate and Traded Credit, Carlos Sanz Esteve, spoke with Bloomberg about the potential investment opportunities in Europe's auto parts industry, hit hard by tariffs.
Private Debt Investor: Opportunistic Credit Funds Step Up Efforts in ABL
Värde's CEO, Brad Bauer, spoke with Private Debt Investor about opportunities in asset-based lending and how asset-level expertise and opportunistic credit experience can provide an edge in the strategy.
PERE Credit: Värde Named Runner-Up 2024 Mid-Market Lender of the Year
Värde is honored to be recognized by PERE Credit as runner-up Mid-Market Lender of the Year ($50m-$100m) for 2024. This achievement comes on the heels of another active year of origination for Värde’s commercial real estate lending platform. This recognition was given on March 1, 2025, reflecting the time period of November 2023 – November 2024.
Private Debt Investor: 2024 in Review – Turning a Corner
Värde's CEO, Brad Bauer, discussed emerging trends in private credit with Private Debt Investor, highlighting the growing opportunity for asset-backed lending to non-bank financial services companies.
Bloomberg: Office Real Estate Is Facing ‘a Year of Reckoning’ in 2025
Värde’s Global Head of Real Estate, Tim Mooney, spoke with Bloomberg about the 2025 outlook for commercial real estate.
