Finding "Gaps and Cracks" in the Market: Canyon Partners' Real Estate Strategy
About this episode
The episode discusses Canyon Partners' real estate strategy and insights on capital movement in the current market.
Season 5, Episode 7: Season 5 keeps going with a look at where capital is really moving as the market works through its next phase. Jack and Alex are joined by Matt Brody, Managing Director and Head of Real Estate Capital Formation at Canyon Partners, one of the most active firms in real estate credit and special situations.They get into how Matt’s experience during the GFC shaped his approach to capital raising, how Canyon thinks about structured credit and recapitalizations, and why today’s opportunity set looks more like quiet, intermediated stress than headline distress. The conversation also covers what LPs are prioritizing right now, why credit is back in focus, and what the wall of maturities could mean for the next stretch of the cycle.Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals.TOPICS00:00 – Intro And Canyon’s Role In Real Estate Credit02:50 – Matt’s Path Into Real Estate And The GFC Years06:00 – From Walton Street To Angelo Gordon To Canyon09:40 – How Canyon Thinks About Credit Vs Equity14:10 – What LPs Are Looking For Right Now18:20 – The Wall Of Maturities And Private Credit Demand23:40 – Macro Vs Micro Data And Reading The…
People in this episode
Hosts: Jack, Alex
Guest: Matt Brody
Topics covered
- real estate strategy
- capital raising
- structured credit
- private credit demand
- market analysis
- investment opportunities
Keywords
- real estate
- capital formation
- credit
- recapitalizations
- LPs
- market cycle
- distress
Sponsors
Bracket
Mentioned in this episode
Organizations: Canyon Partners, CRE Daily
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