Henry Holm

speaker

287 appearances 1 recordings 1 series first heard Apr 2026 last heard 30 Apr

Henry Holm’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

Appearances

newest first · ▶ plays the moment

Equity Mates Investing Podcast · The How’s and Why’s of Private Credit with Henry Holm · 30 Apr 2026 podcast

So there's simply more, there's more capital around.

And if you're a manager, it's pretty compelling to make larger loans.

You get economies of scale, both in terms of management and assets under management funds out the door.

It's something, to be honest, we've been really selective about.

We have defended our ability to make smaller loans and to be sustainable making smaller loans.

We like the idea of, I'm sure I don't need to explain to you guys the benefits of diversification.

And we also think that smaller projects, smaller loans tend to have smaller problems.

They're more within the capability range.

of borrowers to cure, meet cost overruns, deal with delays.

So that's something we think about a lot.

Commercial real estate debts, by and large, what we focus on, and when I say commercial, commercial from our borrower's perspective, we do invest into residential real estate, so helping developers develop out residential units is a really good example.

But from their perspective, it's a commercial undertaking, so we think of it as commercial real estate.

We do also have a corporate lending business.

And that's where we're lending to mid-market corporates against assets on their balance sheets.

I think accounts receivable, inventory, plant property and equipment.

It's been a bit of a guiding thing that we're really looking for loan opportunities secured by real assets as a focus.

Yeah, absolutely.

My side of the business is origination.

And so if you think of a non-bank lender or a private credit lender, you have the money in and the money outside of the business.

So I spend my days thinking about the money outside of our business, the lending side of our business.

Showing 61–80 of 287 · page 4 of 15