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Vicky Schiff
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Sep 30, 2026
S9E4 - Vicky Schiff | Private Credit and Loan to Cost Investing
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14:09Vicky SchiffGUEST
Yeah, I think we need to step back and I don't have the stats in front of me, but a lot of private credit is not real estate, right? It's lending to companies that have assets that are goodwill widgets and other stuff.
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14:25Vicky SchiffGUEST
It's not a tangible asset because if you look at corporate credit, you know, there's intangible and tangible assets.
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14:33Vicky SchiffGUEST
And so a lot of the private credit market, because that market's bigger, a lot of the private credit market went to those types of investments.
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14:43Vicky SchiffGUEST
And that's a lot of the headline risk is coming out of corporate credit, corporate private credit and things that aren't necessarily real estate related.
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14:53Vicky SchiffGUEST
I'm not saying that real estate related private credit has not been affected, but it's been affected for a different reason.
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15:02Vicky SchiffGUEST
And yes, there's been some redemptions in like B-REIT, which happened years ago, where one of the California pension funds stepped in and provided them some liquidity so they can they can provide capital back to some of their investors because they, you know, they have these open-ended funds where investors can demand capital back and they give it to them when they have it.
6 MINS LATER
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21:13Andrew ReichertHOST
Are you guys doing any either social or environmental or other impact activities?