Tim Mooney and Jim Dunbar joined CRE Daily’s No Cap podcast to talk commercial real estate and share where Värde Partners sees the best opportunities today. The conversation covers everything from originating senior CRE loans to property conversions to building sector-specific operating platforms in student housing and medical office.
The episode is available on:
Apple
Spotify
YouTube
00:00 – Introduction to Värde Partners
05:58 – Tim Mooney and Jim Dunbar’s Backgrounds
10:05 – The Trimont Acquisition and Data Advantage
13:00 – Värde’s Current Strategy: Staying Senior in the Stack
15:51 – Case Study: Repurposing Distressed New York Assets
22:44 – Lessons from the GFC vs. Today’s “Hope-Driven” Market
30:50 – Middle Market Lending and Creating Synthetic Returns
34:26 – The Case for Medical Office and Student Housing Platforms
41:16 – AI Disruption and the Future of Productivity
45:15 – International Complexity: Lending in India and Europe