Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?

Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?

From Other People's Money with Max Wiethe by Max Wiethe

May 12, 2026 · 1h 3m

About this episode

Thomas Lloyd-Jones discusses the nuances of the real estate private credit market and the impact of banking regulations on lending.

Learn more about the Fundrise Income Fund here: https://fundrise.com/mm In this episode of Other People's Money, Thomas Lloyd-Jones, Co-founder and CIO of Zenzic Capital, joins the show to unpack the nuances of the real estate private credit market. He explains how the media often conflates direct lending with the broader asset class, overlooking real estate and asset-backed lending. Lloyd-Jones details how increasing banking regulations are forcing traditional lenders to retreat, creating a widening gap for opportunistic credit funds to step in. This podcast is for informational purposes only and not an inducement to invest with Zenzic Capital. Zenzic Capital’s investment products are limited to professional clients only. The information within this podcast should not be relied upon as tax, legal or investment advice. Learn more about Zenzic Capital: https://zenziccapital.com/ Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod Timestamps: 00:00 Intro 01:52 Private Credit Breakdown 03:32 BDCs And Redemptions 06:35 Allocation Failure…

People in this episode

Host: Max Wiethe

Guest: Thomas Lloyd-Jones

Topics covered

  • real estate private credit
  • banking regulations
  • direct lending
  • opportunistic credit funds
  • investment strategies

Keywords

  • private credit
  • real estate
  • banking regulations
  • credit funds
  • investment advice

Sponsors

Fundrise

Mentioned in this episode

Organizations: Zenzic Capital, Fundrise Income Fund, Other People's Money

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