- Real Estate
Our Residential & Consumer Debt platform employs extensive proprietary models to identify attractive investments across the multi-trillion dollar residential and consumer debt markets.
Our fundamental research approach, combined with our long-standing presence across numerous sub-asset classes, has resulted in what we believe to be an all-weather business that can identify consistent and attractive risk-adjusted return opportunities through various economic scenarios and market cycles.
The platform has expanded since its inception in 2008 and can take advantage of opportunities in securities, whole loans, joint ventures and loan origination. The strategy also includes a residential whole loan business whose broad reperforming and non-performing whole loan portfolio provides access to loan level information and market insight that augments constant analysis of empirical market data.
The strategy invests primarily in the U.S. mortgage and asset-backed markets along with other related asset classes and has selectively invested globally when risk-adjusted returns are compelling.