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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition
The Insight by Oaktree Capital
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.
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