Zortix matched this thesis to Real estate ETFs as one way for retail investors to get exposure. Not a recommendation.
Private credit and real estate in a troughing phase
The guest framed private credit as going through a cycle similar to real estate, with a current troughing phase presenting opportunities on the other side.
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The Callback
Private credit slowdown threatens debt refinancing cycles
25 weeks between these two statements.
The guest argued that the widespread media narrative of a private credit bubble is incorrect, conflating isolated issues with the overall health of the asset class.
The guest framed private credit as going through a cycle similar to real estate, with a current troughing phase presenting opportunities on the other side.