Drew Bowie

Defensive in nature with a relatively attractive, resilient return profile, by design real estate credit can be shielded from the impacts of inflation. It can be an attractive through-the-cycle option for investors now both cyclically and structurally.

In his latest insight, our head of Real estate credit, Drew Bowie, explains why non-bank lenders are not all equal, outlining what makes a great manager and why a careful approach is necessary.

In an interview with AusBiz’s Kyle Rodda, our Head of Real Estate Credit, Drew Bowie, provides an introduction to the asset class and its advantages in a rising interest rate environment.

Through a series of three insight pieces, our Head of Real Estate Credit, Drew Bowie, provides an introduction to real estate credit, exploring its fundamental attributes and advantages.

As in all investment decisions, the experience and track record of the asset manager is an important factor. So, what are the key questions investors should ask when considering investing in real estate credit?

The cyclical and structural case for investing in the private market alternative of real estate credit is strong. As part of a diversified portfolio, it can offer a reliable and inflation-adjusted income return.

Equally important is the defensive strength and clear line of sight for downside capital protection provided by the security attached to its underlying investment – the first ranking mortgage.

A hard landing or soft landing? Given the rapid change in interest rates, many commentators are predicting a hard landing in residential real estate markets. How far will prices fall and should homeowners be concerned?