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.
#57 The Ownership Advantage: Maximising Returns in Commercial Property
Inside Commercial Property
47 minutes 11 seconds
9 months ago
#57 The Ownership Advantage: Maximising Returns in Commercial Property
In episode 57 of Inside Commercial Property, Scott O’Neill and his co-host dive into the intricacies of managing commercial property, with special guest Daniel O’Brien, CEO of X Commercial. With over two decades of experience at CBRE, Knight Frank, and now leading his own agency, Daniel shares his insights into asset management, leasing strategies, and value-add opportunities.
The conversation highlights the complexities of commercial property management, from the impact of incentives and lease structuring to the importance of professional oversight. They explore real-world scenarios, including a standout case where a $3.25 million property deal was transformed into a $22 million asset by securing a long-term lease with a major retail chain.
Listeners gain valuable lessons on:
- The difference between leasing, asset management, and valuations – and why expert guidance is essential.
- Value-add strategies that deliver real returns, from cosmetic upgrades to strategic tenant negotiations.
- Incentives in commercial property – how institutions use them to boost valuations and why they matter.
- The state of the market in 2025 – investor sentiment, rate expectations, and where opportunities lie.
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.
