Realignment of Expectations for Real Estate Debt

Published on
August 10th, 2017
Duration
37 minutes

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30

Realignment of Expectations for Real Estate Debt

The Interview ·
Featuring Natalie Howard

Published on: August 10th, 2017 • Duration: 37 minutes

Natalie Howard is a highly experienced debt practitioner in the UK institutional property market, with a strong background in commercial real estate securitizations. As alternative lenders move in to fill the void in this space that followed the financial crisis, Natalie charts their rise, comparing the market opportunity, regulation and risk reward with the US, as investors seek yields to match ever increasing liabilities. Filmed on July 18, 2017, in London.

Comments

Chapters

  1. 00:08:03
    European Real Estate Lending
  2. 00:20:21
    Credit & Real Estate Cycle
  3. 00:24:26
    Lending Regulation
  4. 00:28:03
    Portfolio Construction

Mark Yusko

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Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets.

Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation.

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