TPG’s Post

TPG Partners Doug Bouquard, Kelvin Davis, and Avi Banyasz provide their perspective on the 4 reasons why they think real estate credit is set to outperform in 2025: 1. Elevated interest rates mean you simply get paid more to be a real estate lender today 2. The reset in real estate valuations provides additional downside protection 3. Real estate credit provides attractive relative value given record-tight corporate credit spreads 4. Significant financing gaps exist that likely can only be filled by private market investors Read more: https://lnkd.in/dzjjA4NM