In this episode of Inside Commercial Property, Phil Tarrant and Scott O’Neill sit down with Dan Gallen, executive director and CIO of Pallas Capital, to discuss one of the biggest shifts in commercial investing: the rise of private credit.
With banks tightening lending and investors demanding faster, more flexible solutions, private credit has surged as a key funding option in the commercial property market. But does it always serve investors best, or does it add too much risk?
Dan shares his perspective from more than $10 billion in structured transactions, while Scott explains how financing decisions can transform long-term investor outcomes, from cash flow and yields to equity growth and risk exposure.
Key topics covered:
The commercial property funding landscape: Banks retreat versus private credit expansion.
Private credit explained: Flexibility, higher leverage, and where it beats the banks.
Risks investors must weigh before relying on non-bank lending.
Real-world examples of deals made possible by private credit.
Why financing strategy is central to long-term wealth creation.
Listen now to discover how the right funding strategy can accelerate growth and safeguard your portfolio.
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In this episode of Inside Commercial Property, Phil Tarrant and Scott O’Neill sit down with Dan Gallen, executive director and CIO of Pallas Capital, to discuss one of the biggest shifts in commercial investing: the rise of private credit.
With banks tightening lending and investors demanding faster, more flexible solutions, private credit has surged as a key funding option in the commercial property market. But does it always serve investors best, or does it add too much risk?
Dan shares his perspective from more than $10 billion in structured transactions, while Scott explains how financing decisions can transform long-term investor outcomes, from cash flow and yields to equity growth and risk exposure.
Key topics covered:
The commercial property funding landscape: Banks retreat versus private credit expansion.
Private credit explained: Flexibility, higher leverage, and where it beats the banks.
Risks investors must weigh before relying on non-bank lending.
Real-world examples of deals made possible by private credit.
Why financing strategy is central to long-term wealth creation.
Listen now to discover how the right funding strategy can accelerate growth and safeguard your portfolio.
#56 Will 2025 be a game changer for property investors? Expert insights revealed
Inside Commercial Property
56 minutes 15 seconds
10 months ago
#56 Will 2025 be a game changer for property investors? Expert insights revealed
In the 56th episode of Inside Commercial Property, hosts Phil Tarrant and Scott O’Neill kick off the new year with a forward-looking discussion on property investment strategies for 2025. They explore the implications of predicted interest rate cuts and how these changes may influence the broader property market, emphasising that timing and strategy are crucial for investors aiming to maximise their returns.
Scott shares his perspective on various asset classes, advising caution for investors in certain areas while noting potential opportunities for owner-occupiers or long-term investors with unique property prospects. The conversation stresses the importance of holding onto assets during periods of market adjustment, as falling interest rates could trigger a “sugar hit” to property values, making 2025 a year to strategically assess portfolio movements.
The episode also highlights the resilience required to navigate market uncertainties, with practical tips for balancing negatively geared investments and maintaining cash flow in a higher interest rate environment. With a mix of expertise and anecdotal insights, the hosts provide a comprehensive guide for property investors looking to make informed decisions in a dynamic market.
This episode underscores the importance of adaptability and strategic planning, offering valuable advice to listeners aiming to align their property goals with the shifting economic landscape.
Inside Commercial Property
In this episode of Inside Commercial Property, Phil Tarrant and Scott O’Neill sit down with Dan Gallen, executive director and CIO of Pallas Capital, to discuss one of the biggest shifts in commercial investing: the rise of private credit.
With banks tightening lending and investors demanding faster, more flexible solutions, private credit has surged as a key funding option in the commercial property market. But does it always serve investors best, or does it add too much risk?
Dan shares his perspective from more than $10 billion in structured transactions, while Scott explains how financing decisions can transform long-term investor outcomes, from cash flow and yields to equity growth and risk exposure.
Key topics covered:
The commercial property funding landscape: Banks retreat versus private credit expansion.
Private credit explained: Flexibility, higher leverage, and where it beats the banks.
Risks investors must weigh before relying on non-bank lending.
Real-world examples of deals made possible by private credit.
Why financing strategy is central to long-term wealth creation.
Listen now to discover how the right funding strategy can accelerate growth and safeguard your portfolio.
