10min chapter

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#52 - David Chene: Non-Sponsor Backed Private Credit

Insightful Investor

CHAPTER

Navigating Industry Transitions and Investment Strategies

This chapter explores the shifting dynamics in the power and home builder sectors driven by rising interest rates, emphasizing the necessity of trusted financing partnerships. It highlights proactive investment strategies, lending opportunities in aerospace and defense, and the potential of land banking in the evolving housing market.

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