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.