Article | Perspectives

Real Assets Credit Convictions Framework: In-depth 1

Real Estate Credit

20 Oct 2021 5 Minute Read Time

Credit_Convictions_Indepth_1_Banner

Looking for a PDF version of this content?

Investors usually approach real estate credit investments from one of two directions—either from a fixed income or a real assets/real estate specific allocation. In the former case, investors are attracted by higher available yields relative to other fixed income assets; in the latter, they are likely driven by a desire to achieve superior risk-adjusted returns, perhaps because they perceive equity returns will be subdued in comparison to the level of downside risk. Our Credit Conviction Framework allows investors to understand and incorporate comparisons of real estate credit with competing asset classes.