The Insight by Oaktree Capital cover image

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition

The Insight by Oaktree Capital

CHAPTER

The Future of the Real Estate Debt Market

Even a modest increase in the default rate could create an expansive set of investment opportunities. Even though corporate fundamentals may appear to be relatively healthy, we believe cash positions are more strained than today's yield spreads might indicate. The Federal Reserve's hawkish interest rate policy over the last year has caused three of the primary providers of commercial real estate debt capital,. Commercial mortgage-backed securities markets, banks, and life insurance companies have all gone into retreat for the first time in decades.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner