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Alternative Angles

Diving Into High Yield Private Real Estate Lending

03 Dec 2024

Description

In this latest episode of Alternative Angles, host Steve Rosen, a former Fidelity portfolio manager in Fidelity’s High Income & Alternative Investing division connects with Bill Maclay, a senior portfolio manager and key business builder of Fidelity’s high yield real estate debt investing platform. Listen in as Steve and Bill, who co-managed portfolios and worked closely for more than two decades, dive into high yield and private real estate lending, including: Trends in credit conditions and property market fundamentals. Strategies Bill believes offer strong risk-adjusted returns, and his investing philosophy and approach. The property type Bill is focused on right now.  Why Bill prefers a mezzanine loan structure.  Bill’s investment rationale and underwriting process for a loan his team closed on earlier this year.

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