In this episode, we're joined by Kyle O’Hehir, Co-Founder and CTO of Constitution Lending, to talk about the distressed real estate credit market.
We cover:
Introduction to Assessment Matters podcast 00:00
Kyle’s background in finance and real estate 00:40
From commodities trading at a hedge fund to real estate assets
The distressed real estate credit market 3:13
Buying out debt from other lenders
Pursuing debt repayment to secure the real estate collateral
The post-COVID commercial real estate market 10:00
Increased opportunity in the distressed debt market
Influence from debt capital markets
Macro-level concerns: the impending debt “maturity wall” 13:52
Pre- vs post-COVID: the rise of non-bank lenders
Bank lenders have flexibility that non-bank lenders do not
How does this influence behavior around upcoming maturities?
Good vs bad distressed debt deals 20:53
Preliminary screens: quality of underwriting and default rate
Subsequent modeling
Evaluating real estate value as part of due diligence 24:44
Kyle’s most memorable deal 27:44
How to reach Kyle 35:28
@financeguy725 on Twitter
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