

Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Oct 5, 2023
Wayne Dahl, Robert O’Leary, and Mark Jacobs discuss credit investor strategies in a volatile interest rate environment, attractive sectors for opportunistic credit investors, misconceptions about the commercial real estate market, and the opportunity to buy high-quality assets at discounted prices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Performance of High Yield Bonds in a Volatile Interest Rate Environment
01:51 • 18min
Opportunities in Real Estate: Focus on Multifamily and Industrial Sectors
19:29 • 2min
Analysis of Industrial Supply and Demand in the United States
21:31 • 2min
Misconceptions About Real Estate Market and Opportunity to Buy High-Quality Assets
23:07 • 4min
Legal Disclaimers and Restrictions on Podcast Content
26:55 • 2min