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Pepper MarketScope Goldman Sachs is making waves in the private credit market The investment giant is opening doors for select clients to co-invest in asset-backed loans as part of its ambitious plan to double its private credit portfolio to $300B in the next five years. This move underscores the growing appetite for lower-risk debt, especially among insurance companies. We're excited to see how this will shape the private credit landscape. What are your thoughts on this development? Share your insights below #privateequity #privatedebt #assetbackedloans #investments #financialmarkets #privatebanking #wealthmanagement #privatecredit #coinvestment #assetmanagement #insurancelinkedinvestments https://lnkd.in/gB_6esgb

Private credit is looking to catch the next wave of growth — in asset-based lending. In part, that is to sustain the sector’s extraordinary growth and to satisfy the sea change in allocations to credit. But firms are also jumping in because leveraged lending has become more crowded. How large is the addressable market? I invite you to read our latest report. Putting some numbers in context: 🔹 In 2023, these non-bank lenders funded a whopping 86% of leveraged loans, up from 61% in 2019 🔹 In the first quarter, 28 companies arranged bank loans to refinance $11.8 billion of debt that was previously provided by private credit firms 🔹 Our new estimates suggest specialty finance is a $5.5 trillion asset opportunity in the United States alone, where private credit today has less than a 5% share 🔹 To date, at least 14 major banks in North America and Europe have announced partnerships with private credit firms #Oliverwyman #privatecredit Huw van Steenis Dylan Walsh Julian Gorski Laura Watkin Francesca Owen

The line between private credit and traditional bank loans is fading fast. In just 18 months, some borrowers may not see a difference between the two, according to Apollo Global Management, Inc.'s Marc Rowan. The largest firms like Apollo and Blackstone are racing to offer investment-grade loans to businesses that might typically turn to banks — reshaping corporate lending as we know it. With asset managers stepping into a role traditionally dominated by banks, the $1.7 trillion private credit market is primed to grow even further. But this isn’t just about new competition; banks like Citi are actively partnering with private credit giants. Their recent $25 billion financing push with Apollo is a clear signal: the future of lending is collaborative. As these partnerships evolve, firms will need leaders who understand both public and private lending environments. Those capable of handling responsibilities in this dual world will be instrumental in capitalizing on this unprecedented shift. Source: https://lnkd.in/d-rcRkpM

Real estate debt is generating significant interest, with opportunities across loan structures such as mezzanine loans and first mortgages. Panelists explored the considerations for entering or expanding in this space, as well as the market conditions driving growth. Moderator: ● Megan Malone, Citi Private Bank Speakers: ► Pramit Mukherjee, Legal & General America ► Jim Chung, Debt Strategies ► Plamen Mitrikov, Cohen & Company Asset Management ► Richard Byrne, Benefit Street Partners #MarketsGroupPC Paul Hamann Debra Haym Katie Merch-Chammon Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer Camille Cross John Paul Zajas Markets Group Courtney McQuade Giseli Cristina A.

The line between private credit and traditional bank loans is fading fast. In just 18 months, some borrowers may not see a difference between the two, according to Apollo Global Management, Inc.'s Marc Rowan. The largest firms like Apollo and Blackstone are racing to offer investment-grade loans to businesses that might typically turn to banks — reshaping corporate lending as we know it. With asset managers stepping into a role traditionally dominated by banks, the $1.7 trillion private credit market is primed to grow even further. But this isn’t just about new competition; banks like Citi are actively partnering with private credit giants. Their recent $25 billion financing push with Apollo is a clear signal: the future of lending is collaborative. As these partnerships evolve, firms will need leaders who understand both public and private lending environments. Those capable of handling responsibilities in this dual world will be instrumental in capitalizing on this unprecedented shift. Source: https://lnkd.in/g5TpZ3_G

"Over the past three decades, regulatory reform and industry consolidation have driven banks away from corporate lending activity. To fill the gap, private direct lending emerged with independent asset managers funded by capital from institutional investors, replacing banks as providers of secured first-lien commercial loans. By 2024, according to the International Monetary Fund, the private credit market has grown to more than $2 trillion globally, about three-fourths of which is in the United States, where its market share is nearing that of syndicated loans and high-yield bonds." Larry Swedroe #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

🚀 The Data Tapes: October Edition I is out! Discover the latest in ABS and debt markets. A few highlights making waves this month. 🔹 Aqua Finance, Inc.: Issued $418.5M in ABS backed by marine, home improvement, and RV contracts. 🔹 Carmoola: Secured a £100M credit facility with NatWest to drive growth in auto finance. 🔹 Harley-Davidson Motor Company: Raised $631.5M in asset-backed securities secured by retail motorcycle contracts. 🔹 Toorak Capital Partners: Closed a $237.5M securitization supporting residential real estate. 🔹 Castlelake: Secured a $1B credit facility with major banks to finance the purchase of over 60 aircraft. 🔹 Forward Financing: Increased its facility from $250M to $450M to support SMB revenue-based financing. 🔹 Verus Mortgage Capital: Floating $669.9M in MBS secured by non-prime mortgage assets. Market Commentary: 🔸 "Private markets will win over public... it just grows faster." – @Marc Rowan, Apollo Global Management, Inc. 🔸 "The current credit market presents unmatched opportunities." – Avi Korn, KKR For the latest in debt markets, platform growth, and expert insights, read the full Data Tapes report. https://lnkd.in/eWce2r5D

During the 2008 corporate financing crisis, there was a seismic shift with corporations abandoning bank financing and moving to private corporate credit – and staying with private credit, even after banks started to lend again. The same phenomenon is happening today in the relationship between real estate developers and private credit providers. Will regional banks start lending again? Yes, once their CEOs manage to create more liquidity. The same moral hazard that applies to big banks and stress tests has finally trickled down to regional banks. It will take a while. Will banks’ inherent processes change? Not likely and not enough. As corporations saw 15 years ago, private credit provides a fundamentally easier avenue to financing. Read more about private credit liquidity in our latest article: https://hubs.la/Q02T-6Pq0 At Fairbridge, we use an institutional, focused approach to asset bridge lending built on decades of market experience. With robust knowledge across 19 states, a high percentage of repeat borrowers, and a rigorous onsite evaluation process, we know each local market and the people in them. To find out more about our approach and our experience, visit https://hubs.la/Q02T-08l0. #realestatefinancing #bridgeloans #bridgeloans #bridgelending #RealEstateBridgeLoans #AlternativeInvestments #fairbridge #commercialrealestate #realestate #workforcehousing #classbhousing #housingcrisis

Cambridge Wilkinson closes $200MM Senior Lender Finance Credit Facility for Non-Bank Real Estate Lender Cambridge Wilkinson (“CW”) is pleased to announce the closing of a $200 million+ senior lender-finance credit facility for a rapidly growing non-bank real estate lending platform. The company’s origination platform is outgrowing its existing institutional credit lines, and therefore needed to complement them with a flexible solution that is allowing them to fund a significant pipeline of loans. The company had specific nuances to their business, that CW lenders were able to accommodate in order to help the company scale efficiently. “We continue to see significant demand from our credit providers for institutional specialty finance companies with track records, who are scaling quickly using proprietary origination platforms. We are in the business of helping scale specialty finance companies, and are thrilled to help clients like this one grow.”, said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #global #credit #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting #credit #scale #placementagent #debtmarkets

Cambridge Wilkinson closes $200MM Senior Lender Finance Credit Facility for Non-Bank Real Estate Lender Cambridge Wilkinson (“CW”) is pleased to announce the closing of a $200 million+ senior lender-finance credit facility for a rapidly growing non-bank real estate lending platform. The company’s origination platform is outgrowing its existing institutional credit lines, and therefore needed to complement them with a flexible solution that is allowing them to fund a significant pipeline of loans. The company had specific nuances to their business, that CW lenders were able to accommodate in order to help the company scale efficiently. “We continue to see significant demand from our credit providers for institutional specialty finance companies with track records, who are scaling quickly using proprietary origination platforms. We are in the business of helping scale specialty finance companies, and are thrilled to help clients like this one grow.”, said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #global #credit #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting #credit #scale #placementagent #debtmarkets