News and insights

Join Frank Danieli, Managing Director and Head of Credit Investments and Lending on his regular Ausbiz appearance with Andrew Geoghegan as he engages in a wide-ranging discussion on credit markets.

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.

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

In his latest insight, Frank Danieli, Head of Credit Investments and Lending discusses how central banks, markets and investors got interest rate and inflation predictions so wrong, and why to invest well you just need to focus on a simple, seldom-asked question.

In light of Octet’s recently secured $300 million warehouse facility, Guy Kaufman, Investment Manager at MA Financial caught up with Justin Sweeting, CFO at Octet, to get their unique perspectives on how and why the deal came to life.

Investing in private credit is far more about avoiding the losers than picking the winners, and to do this we follow some simple but important principles.

The historically low cash rate has meant investor appetite for yield across the fixed income spectrum has become insatiable. In searching for yield, one key asset class has generally been overlooked. Investment Manager, Guy Kaufman, explains.